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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
V
251
Veritable
Delaware
$1.52M
GTAM
252
Global Trust Asset Management
Florida
$1.51M +$139K +1,613 +9%
CWA
253
Capital Wealth Alliance
Arizona
$1.49M -$143K -1,667 -8%
Franklin Resources
254
Franklin Resources
California
$1.49M +$43.6K +507 +3%
BCM
255
Brookstone Capital Management
Illinois
$1.48M +$458K +5,320 +39%
TVAMP
256
Tennessee Valley Asset Management Partners
Tennessee
$1.48M +$156K +1,808 +11%
GWM
257
Geneos Wealth Management
Colorado
$1.48M -$29.7K -345 -2%
MIAN
258
Mariner Independent Advisor Network
Kansas
$1.46M -$19.3K -224 -1%
D
259
Dentgroup
Louisiana
$1.45M +$230K +2,672 +17%
RSWM
260
Robertson Stephens Wealth Management
California
$1.41M -$250K -2,900 -14%
RG
261
Rathbones Group
United Kingdom
$1.39M -$29.3K -340 -2%
APA
262
American Portfolios Advisors
New York
$1.38M +$63.6K +739 +4%
EVM
263
Eaton Vance Management
Massachusetts
$1.38M
BP
264
Broadleaf Partners
Ohio
$1.37M -$16.2K -188 -1%
FNBT
265
FineMark National Bank & Trust
Florida
$1.37M +$91.7K +1,066 +7%
Westfield Capital Management
266
Westfield Capital Management
Massachusetts
$1.35M +$1.22M +14,148 +453%
BIA
267
Biondo Investment Advisors
Pennsylvania
$1.35M +$90.4K +1,050 +6%
BWA
268
BDO Wealth Advisors
Florida
$1.34M -$101K -1,169 -6%
PWS
269
Peloton Wealth Strategists
Indiana
$1.34M +$89.1K +1,035 +6%
PA
270
Prism Advisors
California
$1.33M
SFG
271
Sage Financial Group
Pennsylvania
$1.33M +$1.29K +15 +0.1%
BSW
272
Buckingham Strategic Wealth
Missouri
$1.32M -$19.5K -227 -1%
NFG
273
Nadler Financial Group
Illinois
$1.3M +$4.3K +50 +0.3%
OHWP
274
Oak Harbor Wealth Partners
North Carolina
$1.29M
RDFA
275
Ritter Daniher Financial Advisory
Ohio
$1.28M -$72K -836 -5%

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.