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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
TF
1
TIAA FSB
Florida
$1.39B -$20.6K -207 -0%
Morgan Stanley
2
Morgan Stanley
New York
$923M +$277K +2,780 +0%
Wells Fargo
3
Wells Fargo
California
$868M -$17.8M -178,404 -2%
Bank of America
4
Bank of America
North Carolina
$716M -$96.4M -968,031 -12%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$364M -$10.1M -101,895 -3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$319M +$14.6M +146,598 +5%
UBS Group
7
UBS Group
Switzerland
$263M +$397K +3,982 +0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$255M +$6.4M +64,273 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$227M -$26.3M -264,351 -10%
CB
10
Commerce Bank
Missouri
$223M -$9.55M -95,851 -4%
AFIMH
11
American Family Insurance Mutual Holding
Wisconsin
$188M -$3.97M -39,846 -2%
Ameriprise
12
Ameriprise
Minnesota
$172M -$2.08M -20,840 -1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$151M -$4.35M -43,683 -3%
LPL Financial
14
LPL Financial
California
$150M -$11M -110,698 -7%
SF
15
Synovus Financial
Georgia
$150M -$11.1M -111,544 -7%
US Bancorp
16
US Bancorp
Minnesota
$145M -$1.39M -13,989 -1%
Goldman Sachs
17
Goldman Sachs
New York
$134M +$250K +2,511 +0.2%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$132M +$57.2M +573,921 +77%
Truist Financial
19
Truist Financial
North Carolina
$125M -$6.13M -61,502 -5%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$94.4M -$2.37M -23,846 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$86.1M -$10.7M -107,588 -11%
Osaic Holdings
22
Osaic Holdings
Arizona
$81.9M -$7.13M -71,567 -7%
ZB
23
Zions Bancorporation
Utah
$79.2M +$17.3M +173,478 +28%
JP Morgan Chase
24
JP Morgan Chase
New York
$76.3M -$144M -1,450,837 -66%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$61.3M -$6.27M -62,977 -9%

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.