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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
ATC
276
Argent Trust Co
Tennessee
$1.28M +$214K +2,491 +18%
FFG
277
Ford Financial Group
California
$1.27M -$3.49M -40,571 -71%
SWA
278
Sax Wealth Advisors
New Jersey
$1.26M -$39K -453 -3%
CM
279
Castleark Management
Illinois
$1.25M
GSIS
280
Global Strategic Investment Solutions
Arizona
$1.25M
HCMT
281
Highland Capital Management (Tennessee)
Tennessee
$1.24M
TNB
282
Thomasville National Bank
Georgia
$1.24M -$59K -685 -4%
SBH
283
Segall Bryant & Hamill
Illinois
$1.22M +$18.1K +210 +1%
FNBSF
284
First National Bank Sioux Falls
South Dakota
$1.2M
KWM
285
Kingsview Wealth Management
Oregon
$1.19M -$31.8K -369 -2%
ACM
286
Advisors Capital Management
New Jersey
$1.17M -$266K -3,093 -19%
CPSC
287
Carl P. Sherr & Co
Massachusetts
$1.16M -$58.4K -678 -4%
GL
288
Graypoint LLC
New York
$1.16M
EWA
289
ERTS Wealth Advisors
Michigan
$1.16M +$26.8K +311 +2%
IPW
290
Intergy Private Wealth
Colorado
$1.15M +$174K +2,017 +16%
CWM
291
Cordatus Wealth Management
Pennsylvania
$1.15M -$50.7K -589 -4%
Natixis Advisors
292
Natixis Advisors
Massachusetts
$1.14M +$138K +1,609 +12%
CCB
293
Country Club Bank
Missouri
$1.12M +$113K +1,310 +10%
AA
294
Alesco Advisors
New York
$1.12M
WFM
295
Wolff Financial Management
Michigan
$1.09M +$269K +3,128 +29%
HI
296
Harbour Investments
Wisconsin
$1.08M
VVP
297
Venture Visionary Partners
Ohio
$1.07M -$17.6K -205 -1%
AWS
298
AJ Wealth Strategies
New York
$1.07M +$1.38K +16 +0.1%
SAM
299
Silvercrest Asset Management
New York
$1.07M
CT
300
Clearstead Trust
Maine
$1.06M +$1.17M +13,563 New

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.