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
NFG
276
Nadler Financial Group
Illinois
$1.31M -$19.1K -219 -1%
SWA
277
Sax Wealth Advisors
New Jersey
$1.31M +$27.7K +318 +2%
TNB
278
Thomasville National Bank
Georgia
$1.31M -$150K -1,722 -9%
OHWP
279
Oak Harbor Wealth Partners
North Carolina
$1.3M
ACM
280
Advisors Capital Management
New Jersey
$1.3M +$386K +4,432 +37%
AWS
281
Atria Wealth Solutions
New York
$1.3M -$2.15M -24,703 -60%
FNBT
282
FineMark National Bank & Trust
Florida
$1.29M +$144K +1,656 +11%
HAS
283
Holland Advisory Services
Florida
$1.29M -$1.42M -16,286 -50%
BIA
284
Biondo Investment Advisors
Pennsylvania
$1.28M +$125K +1,439 +10%
PWS
285
Peloton Wealth Strategists
Indiana
$1.27M -$26.2K -301 -2%
CM
286
Castleark Management
Illinois
$1.27M
GSIS
287
Global Strategic Investment Solutions
Arizona
$1.26M
HCMT
288
Highland Capital Management (Tennessee)
Tennessee
$1.25M -$43.3K -497 -3%
D
289
Dentgroup
Louisiana
$1.25M +$221K +2,534 +19%
CA
290
Clearstead Advisors
Ohio
$1.24M -$29.5K -339 -2%
KWM
291
Kingsview Wealth Management
Oregon
$1.23M -$636K -7,298 -32%
CPSC
292
Carl P. Sherr & Co
Massachusetts
$1.23M -$285K -3,278 -17%
AWM
293
Atticus Wealth Management
Florida
$1.23M -$11.3K -130 -0.8%
SBH
294
Segall Bryant & Hamill
Illinois
$1.21M -$34.8K -400 -3%
FNBSF
295
First National Bank Sioux Falls
South Dakota
$1.21M
CWM
296
Cordatus Wealth Management
Pennsylvania
$1.2M -$6.97K -80 -0.5%
GL
297
Graypoint LLC
New York
$1.17M
EWA
298
ERTS Wealth Advisors
Michigan
$1.14M +$69K +792 +6%
AA
299
Alesco Advisors
New York
$1.13M
BCM
300
Brookstone Capital Management
Illinois
$1.13M -$65.1K -747 -5%

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.