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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
SWP
176
Stratos Wealth Partners
Ohio
$3.36M -$55.4K -658 -2%
PFM
177
Parsec Financial Management
North Carolina
$3.32M -$33.8K -402 -1%
CHAM
178
Clear Harbor Asset Management
Connecticut
$3.31M +$62.4K +741 +2%
MFG
179
Mainsail Financial Group
Washington
$3.27M +$3.18M +37,734 New
VW
180
Vance Wealth
California
$3.19M +$114K +1,357 +4%
APW
181
Acima Private Wealth
Virginia
$3.1M
HCP
182
Holt Capital Partners
Texas
$3.1M +$397K +4,720 +15%
HNB
183
Huntington National Bank
Ohio
$3.09M
CC
184
Courier Capital
New York
$3.08M -$53.7K -638 -2%
JFG
185
Jefferies Financial Group
New York
$3.07M +$3.09M +36,744 New
WP
186
WealthShield Partners
North Carolina
$3.06M +$349K +4,148 +13%
OAM
187
Oppenheimer Asset Management
New York
$3.06M +$2.86M +33,971 +1,313%
MC
188
Mathes Company
New York
$3.02M
EAM
189
Eukles Asset Management
Ohio
$3.02M -$66K -784 -2%
CCM
190
Coldstream Capital Management
Washington
$3M +$3.02M +35,926 New
AWS
191
Atria Wealth Solutions
New York
$2.98M -$145K -1,721 -5%
CFGS
192
Concourse Financial Group Securities
Alabama
$2.91M -$48K -570 -2%
TC
193
TAGStone Capital
North Carolina
$2.91M +$68.4K +813 +2%
ECA
194
Elevated Capital Advisors
Utah
$2.91M -$223K -2,648 -7%
DWM
195
Darwin Wealth Management
Florida
$2.9M -$582K -6,920 -17%
ANB
196
Amarillo National Bank
Texas
$2.87M -$268K -3,183 -8%
CI
197
Conning Inc
Connecticut
$2.81M +$660K +7,839 +30%
SPC
198
Sigma Planning Corp
Michigan
$2.79M +$5.47K +65 +0.2%
WFS
199
Widmann Financial Services
Maryland
$2.78M +$67.8K +806 +2%
SCP
200
Stevens Capital Partners
Nebraska
$2.76M +$2.78M +33,013 New

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.