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iShares Russell Mid-Cap Growth ETF

886 hedge funds and large institutions have $8.95B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 238 increasing their positions, 308 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $7.32M | Put options by funds: $1.85M

185% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 48

9% more funds holding

Funds holding: 811886 (+75)

8% more capital invested

Capital invested by funds: $8.3B → $8.95B (+$647M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

0.23% more ownership

Funds ownership: 75.86%76.09% (+0.23%)

23% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 308

Holders
886
Holders Change
+75
Holders Change %
+9.25%
% of All Funds
14.24%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.51%
New
137
Increased
238
Reduced
308
Closed
48
Calls
$7.32M
Puts
$1.85M
Net Calls
+$5.47M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Saiph Capital
New Jersey
$6.17M -$752K -8,937 -11%
WFA
127
WestHill Financial Advisors
California
$6.15M +$10.8K +128 +0.2%
GIA
128
GHP Investment Advisors
Colorado
$6.08M -$235K -2,792 -4%
NP
129
NorthRock Partners
Minnesota
$6M -$55.5K -659 -0.9%
TAM
130
Tocqueville Asset Management
New York
$5.93M -$151K -1,793 -2%
CGA
131
Crescent Grove Advisors
Illinois
$5.86M +$1.17M +13,855 +25%
SAM
132
Sequent Asset Management
Texas
$5.63M
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$5.56M -$242K -2,873 -4%
WTB
134
Washington Trust Bank
Washington
$5.37M +$824K +9,787 +18%
UCFA
135
United Capital Financial Advisors
Texas
$5.37M +$26.6K +316 +0.5%
MCCA
136
Mill Creek Capital Advisors
Pennsylvania
$5.36M +$5.4M +64,164 New
XF
137
XML Financial
Maryland
$5.3M +$69K +820 +1%
IA
138
IFP Advisors
Florida
$5.3M +$1.22M +14,552 +51%
FC
139
Forte Capital
New York
$5.2M -$11M -130,713 -68%
OAM
140
Occidental Asset Management
California
$5.14M -$30.8K -366 -0.6%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$5.12M -$143K -1,695 -3%
FMC
142
First Merchants Corp
Indiana
$5.09M -$419K -4,982 -8%
LF
143
Lee Financial
Texas
$5.07M -$245K -2,915 -5%
JWCA
144
J.W. Cole Advisors
Florida
$4.93M -$134K -1,597 -3%
CG
145
Corundum Group
Colorado
$4.86M +$16.8K +200 +0.3%
BlackRock
146
BlackRock
New York
$4.8M +$2.47M +29,291 +104%
PRWA
147
Platte River Wealth Advisors
Colorado
$4.79M
PIA
148
Powell Investment Advisors
Florida
$4.7M -$359K -4,264 -7%
RCM
149
RNC Capital Management
California
$4.67M -$279K -3,310 -6%
TPCW
150
TD Private Client Wealth
New York
$4.63M +$343K +4,075 +8%

IWP Hedge Fund Activity: Q4 2022 in Review

886 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2022, worth a combined $8.95B — up 7.8% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new IWP positions and 48 closed out — a net gain of 89 holders — while 238 added to existing stakes and 308 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 886 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2022, up from 811 in Q3 2022.
  • Funds reported $8.95B of iShares Russell Mid-Cap Growth ETF stock for Q4 2022, up 7.8% quarter-over-quarter.
  • 137 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2022 and 48 closed out, a net change of +89 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2022 was Bank of America, an estimated $46.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2022 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.