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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
PWS
176
Paragon Wealth Strategies
Florida
$3.74M -$755K -7,577 -17%
APW
177
Acima Private Wealth
Virginia
$3.73M -$595K -5,975 -14%
CCM
178
Condor Capital Management
New Jersey
$3.69M +$137K +1,373 +4%
WB
179
WesBanco Bank
West Virginia
$3.67M -$97.7K -981 -3%
FHA
180
First Horizon Advisors
Tennessee
$3.67M -$12.3M -123,825 -77%
MC
181
Mathes Company
New York
$3.64M
IP
182
Investment Partners
Ohio
$3.62M +$280K +2,813 +8%
WWM
183
Windsor Wealth Management
Indiana
$3.6M -$4.76M -47,762 -56%
EAM
184
Eukles Asset Management
Ohio
$3.6M +$34.1K +342 +1%
ECA
185
Elevated Capital Advisors
Utah
$3.56M +$3.53M +35,418 New
HNB
186
Huntington National Bank
Ohio
$3.48M
TPCW
187
TD Private Client Wealth
New York
$3.46M -$1.4M -14,037 -29%
Allspring Global Investments
188
Allspring Global Investments
North Carolina
$3.44M -$4.11M -41,286 -55%
MCC
189
Money Concepts Capital
Florida
$3.42M -$1.48M -14,908 -30%
SF
190
SBK Financial
Virginia
$3.4M -$404K -4,061 -11%
SS
191
Simplicity Solutions
Minnesota
$3.38M -$94.2K -946 -3%
VCM
192
Vision Capital Management
Oregon
$3.38M -$345K -3,461 -9%
WAM
193
Weinberger Asset Management
California
$3.37M +$101K +1,012 +3%
CAM
194
Cresset Asset Management
Illinois
$3.37M -$696K -6,986 -17%
FPGK
195
Financial Partners Group (Kansas)
Kansas
$3.33M -$382K -3,833 -10%
HAS
196
Holland Advisory Services
Florida
$3.27M +$40.1K +403 +1%
BJL
197
Brighton Jones LLC
Washington
$3.2M -$99K -994 -3%
SPC
198
Sigma Planning Corp
Michigan
$3.19M -$230K -2,311 -7%
SWM
199
Southern Wealth Management
Texas
$3.15M +$27.8K +279 +0.9%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$3.15M +$9.06K +91 +0.3%

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.