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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
TF
1
TIAA FSB
Florida
$976M -$31M -368,902 -3%
Morgan Stanley
2
Morgan Stanley
New York
$714M -$81.8M -971,742 -10%
Bank of America
3
Bank of America
North Carolina
$658M +$46.8M +556,659 +8%
Wells Fargo
4
Wells Fargo
California
$581M -$109M -1,290,781 -16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$441M +$4.65M +55,252 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$303M +$9.65M +114,632 +3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$274M -$10.2M -120,689 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$227M +$4.49M +53,405 +2%
FCBT
9
First Citizens Bank & Trust
North Carolina
$223M -$12.9M -153,261 -5%
AFIMH
10
American Family Insurance Mutual Holding
Wisconsin
$203M -$9.86M -117,100 -5%
UBS Group
11
UBS Group
Switzerland
$202M -$88.8K -1,055 -0%
CB
12
Commerce Bank
Missouri
$191M +$11.2M +133,480 +6%
Ameriprise
13
Ameriprise
Minnesota
$156M -$12.5M -148,719 -7%
CCWM
14
Cassaday & Co Wealth Management
Virginia
$150M +$151M +1,794,217 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$136M -$738K -8,768 -0.5%
US Bancorp
16
US Bancorp
Minnesota
$127M +$13.3M +157,641 +12%
SF
17
Synovus Financial
Georgia
$122M -$1.38M -16,409 -1%
LPL Financial
18
LPL Financial
California
$119M +$2.12M +25,188 +2%
Goldman Sachs
19
Goldman Sachs
New York
$101M -$10.5M -124,363 -9%
Osaic Holdings
20
Osaic Holdings
Arizona
$87.6M +$2.52M +29,980 +3%
PAMP
21
Polar Asset Management Partners
Ontario, Canada
$85.9M +$41M +487,300 +90%
Truist Financial
22
Truist Financial
North Carolina
$84.7M +$4.88M +57,944 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$69.2M +$20.5M +244,161 +42%
JP Morgan Chase
24
JP Morgan Chase
New York
$67.2M +$29.4M +349,355 +77%
ZB
25
Zions Bancorporation
Utah
$64.1M -$7.93M -94,222 -11%

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.