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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
EWMCB
201
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.11M +$331K +3,324 +12%
TC
202
TAGStone Capital
North Carolina
$3M +$3.69K +37 +0.1%
Bessemer Group
203
Bessemer Group
New Jersey
$2.98M -$16.2K -163 -0.5%
AI
204
Atria Investments
North Carolina
$2.98M +$1.12M +11,281 +61%
WWM
205
Western Wealth Management
Colorado
$2.97M +$1.41M +14,131 +92%
HCP
206
Holt Capital Partners
Texas
$2.97M +$234K +2,345 +9%
FNT
207
First National Trust
Pennsylvania
$2.97M +$98.1K +985 +3%
T. Rowe Price Associates
208
T. Rowe Price Associates
Maryland
$2.92M
ICM
209
IMS Capital Management
Oregon
$2.9M +$54.3K +545 +2%
JC
210
JB Capital
Connecticut
$2.89M -$243K -2,440 -8%
PPW
211
Pinnacle Private Wealth
Massachusetts
$2.89M +$4.98K +50 +0.2%
WFS
212
Widmann Financial Services
Maryland
$2.86M +$89.4K +898 +3%
PFS
213
Prospera Financial Services
Texas
$2.85M -$99.4K -998 -3%
RFC
214
Regions Financial Corp
Alabama
$2.84M -$98.6K -990 -3%
DI
215
Disciplined Investments
Oklahoma
$2.82M -$31.3K -314 -1%
RWG
216
Ratio Wealth Group
Colorado
$2.82M -$26.7K -268 -0.9%
BP
217
Ballentine Partners
Massachusetts
$2.79M +$1.47M +14,715 +113%
GT
218
Glenview Trust
Kentucky
$2.78M +$410K +4,114 +17%
HA
219
Hofer & Associates
California
$2.75M +$134K +1,350 +5%
MGIA
220
Moneta Group Investment Advisors
Missouri
$2.75M +$121K +1,212 +5%
HF
221
HRT Financial
New York
$2.75M +$2.72M +27,326 New
AWE
222
Avidian Wealth Enterprises
Texas
$2.72M +$126K +1,264 +5%
CFGS
223
Concourse Financial Group Securities
Alabama
$2.72M -$260K -2,611 -9%
ML
224
McAdam LLC
Pennsylvania
$2.71M +$675K +6,781 +34%
ES
225
Eagle Strategies
New York
$2.62M -$224K -2,246 -8%

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.