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iShares Russell Mid-Cap Growth ETF

811 hedge funds and large institutions have $8.3B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 276 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $2.48M

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

0.83% more ownership

Funds ownership: 75.03%75.86% (+0.83%)

0% more capital invested

Capital invested by funds: $8.29B → $8.3B (+$13.2M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 827811 (-16)

12% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 276

Holders
811
Holders Change
-16
Holders Change %
-1.93%
% of All Funds
13.97%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.52%
New
53
Increased
244
Reduced
276
Closed
56
Calls
$5.2M
Puts
$2.48M
Net Calls
+$2.72M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
226
Legal & General Group
United Kingdom
$1.89M -$680K -7,900 -25%
GT
227
Glenview Trust
Kentucky
$1.88M -$298K -3,459 -13%
PA
228
Pinnacle Associates
New York
$1.87M +$82.3K +956 +4%
CG
229
Colony Group
Massachusetts
$1.85M -$59K -685 -3%
CAM
230
Cresset Asset Management
Illinois
$1.84M -$842K -9,787 -29%
SF
231
SBK Financial
Virginia
$1.83M -$773K -8,980 -28%
CTC
232
Central Trust Company
Missouri
$1.77M +$28.1K +327 +1%
MWM
233
Modera Wealth Management
New Jersey
$1.77M
OPS
234
Orion Portfolio Solutions
Nebraska
$1.77M +$211K +2,454 +12%
FCI
235
Financial Counselors Inc
Kansas
$1.75M -$13.1K -152 -0.7%
CL
236
Choreo LLC
Illinois
$1.74M
Millennium Management
237
Millennium Management
New York
$1.73M -$672K -7,802 -26%
5L
238
55I LLC
Massachusetts
$1.7M +$410K +4,761 +28%
SS
239
Simplicity Solutions
Minnesota
$1.7M -$3.12M -36,274 -63%
Allspring Global Investments
240
Allspring Global Investments
North Carolina
$1.68M -$281K -3,260 -13%
MA
241
MCF Advisors
Kentucky
$1.68M
SC
242
Sierra Capital
Florida
$1.65M +$1.69M +19,680 +1,485%
TFGT
243
TS Financial Group (TSFG)
Illinois
$1.62M -$83.7K -973 -4%
WB
244
WesBanco Bank
West Virginia
$1.62M -$1.07M -12,444 -38%
PAS
245
Park Avenue Securities
New York
$1.61M +$70.1K +815 +4%
CWM
246
Congress Wealth Management
Massachusetts
$1.61M +$1.25M +14,526 +242%
BPA
247
Beacon Pointe Advisors
California
$1.61M -$64.8K -753 -4%
CDIA
248
Capital Directions Investment Advisors
Georgia
$1.56M -$2.02M -23,435 Closed
SC
249
Savant Capital
Illinois
$1.53M +$8.09K +94 +0.5%
SWM
250
Shakespeare Wealth Management
Wisconsin
$1.52M -$50.8K -590 -3%

IWP Hedge Fund Activity: Q3 2022 in Review

811 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2022, worth a combined $8.3B — up 0.16% from $8.29B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWP and 53 opened new positions — a net loss of 3 holders — while 276 trimmed existing stakes and 244 added.

The largest buyer was Envestnet Asset Management, adding an estimated $63.1M. The largest seller was Jane Street, cutting an estimated $39.9M.

  • 811 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2022, down from 827 in Q2 2022.
  • Funds reported $8.3B of iShares Russell Mid-Cap Growth ETF stock for Q3 2022, up 0.16% quarter-over-quarter.
  • 53 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2022 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $63.1M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2022 was Jane Street, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2022.