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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
FTS
151
Fifth Third Securities
Ohio
$4.55M -$203K -2,408 -4%
HGWM
152
Horst & Graben Wealth Management
Oregon
$4.46M -$367K -4,365 -8%
GT
153
Glenmede Trust
Pennsylvania
$4.46M +$195K +2,320 +5%
BB
154
Berkshire Bank
Massachusetts
$4.28M -$1M -11,935 -19%
AAS
155
Avantax Advisory Services
Texas
$4.24M -$755K -8,973 -15%
SCA
156
Stonebridge Capital Advisors
Minnesota
$4.24M +$86.8K +1,031 +2%
HPC
157
HM Payson & Co
Maine
$4.2M -$28.2K -335 -0.7%
OC
158
Oppenheimer & Co
New York
$4.16M +$235K +2,790 +6%
William Blair & Company
159
William Blair & Company
Illinois
$4.1M -$135K -1,603 -3%
HCA
160
Heck Capital Advisors
Wisconsin
$3.96M -$151K -1,790 -4%
Citigroup
161
Citigroup
New York
$3.89M -$424K -5,043 -10%
SWM
162
Southern Wealth Management
Texas
$3.88M -$384K -4,567 -9%
MCWS
163
McKinley Carter Wealth Services
West Virginia
$3.86M -$600K -7,133 -13%
NL
164
NWAM LLC
Washington
$3.83M -$44.9K -534 -1%
WWM
165
Windsor Wealth Management
Indiana
$3.75M +$1.28M +15,223 +52%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$3.73M -$720K -8,559 -16%
GVAG
167
Great Valley Advisor Group
Delaware
$3.7M +$110K +1,302 +3%
CCM
168
Condor Capital Management
New Jersey
$3.57M +$84.5K +1,004 +2%
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$3.56M +$1.77M +21,074 +98%
LTL
170
Lowery Thomas LLC
California
$3.54M +$42.4K +504 +1%
IP
171
Investment Partners
Ohio
$3.53M -$305K -3,627 -8%
GCM
172
Geneva Capital Management
Wisconsin
$3.48M -$577K -6,854 -14%
KFP
173
KMG Fiduciary Partners
Ohio
$3.47M -$287K -3,413 -8%
AAS
174
Ameritas Advisory Services
Nebraska
$3.4M +$1.34M +15,904 +64%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$3.38M -$639K -7,596 -16%

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.