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iShares Russell Mid-Cap Growth ETF

898 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 265 increasing their positions, 334 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.14% less ownership

Funds ownership: 77.21%74.07% (-3.1%)

5% less funds holding

Funds holding: 944898 (-46)

18% less capital invested

Capital invested by funds: $12.5B → $10.2B (-$2.3B)

21% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 334

27% less funds holding in top 10

Funds holding in top 10: 4533 (-12)

29% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 109

90% less call options, than puts

Call options by funds: $7.16M | Put options by funds: $71.7M

Holders
898
Holders Change
-46
Holders Change %
-4.87%
% of All Funds
14.16%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.52%
New
77
Increased
265
Reduced
334
Closed
109
Calls
$7.16M
Puts
$71.7M
Net Calls
-$64.5M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
151
Foundations Investment Advisors
Arizona
$5.22M +$624K +6,263 +13%
BlackRock
152
BlackRock
New York
$5.18M -$1.3M -13,035 -20%
MCM
153
MV Capital Management
Maryland
$5.07M -$3.19M -32,074 -39%
JWCA
154
J.W. Cole Advisors
Florida
$5.03M +$838K +8,416 +20%
NL
155
NWAM LLC
Washington
$4.97M -$384K -3,860 -7%
GSWM
156
Greenup Street Wealth Management
Michigan
$4.89M -$425K -4,263 -8%
LTL
157
Lowery Thomas LLC
California
$4.84M -$1.46M -14,706 -23%
GVAG
158
Great Valley Advisor Group
Delaware
$4.71M +$228K +2,291 +6%
CCM
159
Coldstream Capital Management
Washington
$4.7M +$23.5K +236 +0.5%
PIA
160
Powell Investment Advisors
Florida
$4.58M +$922K +9,256 +26%
MCM
161
MAI Capital Management
Ohio
$4.37M -$114K -1,149 -3%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$4.34M +$1.1M +11,046 +34%
CW
163
CreativeOne Wealth
Kansas
$4.33M -$486K -4,881 -10%
SWP
164
Stratos Wealth Partners
Ohio
$4.31M +$792K +7,953 +23%
DADC
165
D.A. Davidson & Co
Montana
$4.18M +$924K +9,282 +29%
PFM
166
Parsec Financial Management
North Carolina
$4.15M -$28.8K -289 -0.7%
AWS
167
Atria Wealth Solutions
New York
$4.13M +$4.09M +41,063 New
BPA
168
Beacon Pointe Advisors
California
$4.11M +$1.95M +19,567 +92%
CA
169
Claro Advisors
Massachusetts
$4.08M
GT
170
Glenmede Trust
Pennsylvania
$4.08M -$15.6K -157 -0.4%
OC
171
Oppenheimer & Co
New York
$3.94M -$1.03M -10,292 -21%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$3.91M -$657K -6,596 -14%
CC
173
Courier Capital
New York
$3.9M -$21.2K -213 -0.5%
CWA
174
Capital Wealth Alliance
Arizona
$3.84M +$3.98K +40 +0.1%
IA
175
IFP Advisors
Florida
$3.75M +$2.64M +26,549 +678%

IWP Hedge Fund Activity: Q1 2022 in Review

898 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2022, worth a combined $10.2B — down 18% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of IWP and 77 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 265 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $57.2M. The largest seller was JP Morgan Chase, cutting an estimated $144M.

  • 898 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2022, down from 944 in Q4 2021.
  • Funds reported $10.2B of iShares Russell Mid-Cap Growth ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 77 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2022 and 109 closed out, a net change of -32 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $57.2M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2022 was JP Morgan Chase, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2022.