We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF

827 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 270 increasing their positions, 297 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% more ownership

Funds ownership: 74.07%75.03% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 297

8% less funds holding

Funds holding: 898827 (-71)

18% less funds holding in top 10

Funds holding in top 10: 3327 (-6)

19% less capital invested

Capital invested by funds: $10.2B → $8.29B (-$1.92B)

53% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 112

79% less call options, than puts

Call options by funds: $5.72M | Put options by funds: $27.6M

Holders
827
Holders Change
-71
Holders Change %
-7.91%
% of All Funds
13.93%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.45%
New
53
Increased
270
Reduced
297
Closed
112
Calls
$5.72M
Puts
$27.6M
Net Calls
-$21.9M
Net Calls Change
+$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
251
Brown Advisory
Maryland
$1.6M +$272K +3,127 +18%
SWM
252
Shakespeare Wealth Management
Wisconsin
$1.6M +$93K +1,068 +6%
OPS
253
Orion Portfolio Solutions
Nebraska
$1.59M +$512K +5,876 +41%
PAS
254
Park Avenue Securities
New York
$1.56M +$218K +2,498 +14%
MIAN
255
Mariner Independent Advisor Network
Kansas
$1.55M +$505K +5,796 +45%
GWM
256
Geneos Wealth Management
Colorado
$1.54M -$3.25M -37,314 -66%
V
257
Veritable
Delaware
$1.54M
SC
258
Savant Capital
Illinois
$1.53M +$25.8K +296 +2%
Franklin Resources
259
Franklin Resources
California
$1.46M -$290K -3,325 -15%
HWIS
260
Hancock Whitney Investment Services
Louisiana
$1.46M -$9.32K -107 -0.6%
BWA
261
BDO Wealth Advisors
Florida
$1.45M -$1.31K -15 -0.1%
RG
262
Rathbones Group
United Kingdom
$1.43M
TCM
263
Triumph Capital Management
Colorado
$1.41M +$85.3K +980 +6%
BP
264
Broadleaf Partners
Ohio
$1.4M +$23.9K +275 +2%
GTAM
265
Global Trust Asset Management
Florida
$1.4M +$36.9K +424 +2%
EVM
266
Eaton Vance Management
Massachusetts
$1.39M -$152K -1,750 -9%
RDFA
267
Ritter Daniher Financial Advisory
Ohio
$1.36M +$63.6K +730 +4%
TVAMP
268
Tennessee Valley Asset Management Partners
Tennessee
$1.35M -$54.5K -626 -4%
BSW
269
Buckingham Strategic Wealth
Missouri
$1.35M -$27.6K -317 -2%
PA
270
Prism Advisors
California
$1.34M
SFG
271
Sage Financial Group
Pennsylvania
$1.34M +$200K +2,297 +16%
CI
272
Conning Inc
Connecticut
$1.34M +$713K +8,192 +94%
5L
273
55I LLC
Massachusetts
$1.34M +$334K +3,836 +29%
APA
274
American Portfolios Advisors
New York
$1.33M -$700K -8,040 -32%
HF
275
HRT Financial
New York
$1.33M -$914K -10,501 -38%

IWP Hedge Fund Activity: Q2 2022 in Review

827 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2022, worth a combined $8.29B — down 19% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of IWP and 53 opened new positions — a net loss of 59 holders — while 297 trimmed existing stakes and 270 added.

The largest buyer was Envestnet Asset Management, adding an estimated $194M. The largest seller was TIAA FSB, cutting an estimated $154M.

  • 827 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2022, down from 898 in Q1 2022.
  • Funds reported $8.29B of iShares Russell Mid-Cap Growth ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 53 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2022 and 112 closed out, a net change of -59 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $194M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2022 was TIAA FSB, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2022.