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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
Corient Private Wealth
201
Corient Private Wealth
Florida
$2.75M +$2.77M +32,884 New
BMCM
202
Burns Matteson Capital Management
New York
$2.75M +$2.77M +32,871 New
Thrivent Financial for Lutherans
203
Thrivent Financial for Lutherans
Minnesota
$2.73M -$206K -2,446 -7%
ONB
204
Old National Bancorp
Indiana
$2.73M +$75.5K +897 +3%
RT
205
Rockland Trust
Massachusetts
$2.72M +$2.26M +26,852 +477%
EWMCB
206
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.71M +$27.6K +328 +1%
Macquarie Group
207
Macquarie Group
Australia
$2.68M +$2.7M +32,110 New
VCM
208
Vision Capital Management
Oregon
$2.65M +$6.4K +76 +0.2%
WAM
209
Weinberger Asset Management
California
$2.64M -$425K -5,054 -14%
PAG
210
Private Advisor Group
New Jersey
$2.63M +$713K +8,473 +5%
CA
211
Claro Advisors
Massachusetts
$2.51M +$109K +1,295 +5%
AB
212
Atlas Brown
Kentucky
$2.49M -$901K -10,711 -26%
Bessemer Group
213
Bessemer Group
New Jersey
$2.47M
T. Rowe Price Associates
214
T. Rowe Price Associates
Maryland
$2.43M
ICM
215
IMS Capital Management
Oregon
$2.39M -$1.26K -15 -0.1%
AUB
216
Atlantic Union Bankshares
Virginia
$2.38M -$82.5K -980 -3%
ES
217
Eagle Strategies
New York
$2.37M -$65.7K -781 -3%
CG
218
Colony Group
Massachusetts
$2.37M +$398K +4,725 +20%
IFPG
219
Intrepid Financial Planning Group
Indiana
$2.36M -$93.3K -1,109 -4%
DI
220
Disciplined Investments
Oklahoma
$2.35M +$1.85K +22 +0.1%
BJL
221
Brighton Jones LLC
Washington
$2.35M -$297K -3,526 -11%
AF
222
Advisornet Financial
Minnesota
$2.35M +$140K +1,668 +6%
MCM
223
MV Capital Management
Maryland
$2.33M -$46.6K -554 -2%
RFC
224
Regions Financial Corp
Alabama
$2.32M -$4.46K -53 -0.2%
ML
225
McAdam LLC
Pennsylvania
$2.32M -$1.27M -15,111 -43%

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.