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iShares Russell Mid-Cap Growth ETF

882 hedge funds and large institutions have $8.69B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 239 increasing their positions, 330 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $6.47M | Put options by funds: $1.3M

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

0% less funds holding

Funds holding: 886882 (-4)

3% less capital invested

Capital invested by funds: $8.95B → $8.69B (-$265M)

1.48% less ownership

Funds ownership: 76.09%74.61% (-1.5%)

28% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 330

Holders
882
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
14.06%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
74
Increased
239
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$1.03B -$34.6M -387,347 -3%
Morgan Stanley
2
Morgan Stanley
New York
$950M +$169M +1,889,867 +22%
Wells Fargo
3
Wells Fargo
California
$615M -$17.7M -198,765 -3%
Bank of America
4
Bank of America
North Carolina
$561M -$153M -1,711,630 -22%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$334M +$3.9M +43,728 +1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$295M -$3.15M -35,251 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$280M -$197M -2,207,802 -42%
UBS Group
8
UBS Group
Switzerland
$213M -$6.72M -75,332 -3%
CB
9
Commerce Bank
Missouri
$198M -$9.87M -110,583 -5%
CCWM
10
Cassaday & Co Wealth Management
Virginia
$178M +$14.2M +159,653 +9%
Ameriprise
11
Ameriprise
Minnesota
$168M -$958K -10,729 -0.6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$143M -$4.86M -54,502 -3%
SF
13
Synovus Financial
Georgia
$133M +$340K +3,813 +0.3%
US Bancorp
14
US Bancorp
Minnesota
$133M -$5.49M -61,505 -4%
LPL Financial
15
LPL Financial
California
$127M -$3.06M -34,267 -2%
AFIMH
16
American Family Insurance Mutual Holding
Wisconsin
$104M -$115M -1,287,692 -53%
Osaic Holdings
17
Osaic Holdings
Arizona
$101M +$6.17M +69,127 +7%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$99.2M +$96.7M +1,083,061 +15,555%
Goldman Sachs
19
Goldman Sachs
New York
$89.4M -$20.2M -226,577 -19%
Truist Financial
20
Truist Financial
North Carolina
$83.9M -$8.23M -92,196 -9%
ZB
21
Zions Bancorporation
Utah
$83.1M +$13.1M +146,493 +19%
FCBT
22
First Citizens Bank & Trust
North Carolina
$82M -$158M -1,770,944 -66%
JP Morgan Chase
23
JP Morgan Chase
New York
$74M +$815K +9,133 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$71.3M +$6.58M +73,676 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$53.9M -$21M -234,904 -28%

IWP Hedge Fund Activity: Q1 2023 in Review

882 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2023, worth a combined $8.69B — down 3% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IWP positions and 56 closed out — a net gain of 18 holders — while 239 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $169M. The largest seller was Envestnet Asset Management, cutting an estimated $197M.

  • 882 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2023, down from 886 in Q4 2022.
  • Funds reported $8.69B of iShares Russell Mid-Cap Growth ETF stock for Q1 2023, down 3% quarter-over-quarter.
  • 74 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2023 and 56 closed out, a net change of +18 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2023 was Morgan Stanley, an estimated $169M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2023.