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
Cerity Partners
301
Cerity Partners
New York
$1.11M +$313K +3,590 +35%
VVP
302
Venture Visionary Partners
Ohio
$1.1M +$174 +2 +0%
ATC
303
Argent Trust Co
Tennessee
$1.1M +$349K +4,009 +41%
AF
304
Allworth Financial
California
$1.09M -$174K -2,002 -13%
WA
305
Wealth Alliance
New York
$1.09M +$983K +11,287 +458%
AWS
306
AJ Wealth Strategies
New York
$1.08M +$871 +10 +0.1%
SAM
307
Silvercrest Asset Management
New York
$1.08M -$2.35K -27 -0.2%
HI
308
Harbour Investments
Wisconsin
$1.08M +$1.19M +13,614 New
SG
309
StoneX Group
New York
$1.07M +$45.7K +525 +4%
E
310
ETFidea
New York
$1.05M -$70.5K -809 -6%
SSB
311
Sandy Spring Bank
Maryland
$1.05M -$195K -2,235 -14%
EFS
312
Essex Financial Services
Connecticut
$1.05M -$600K -6,892 -34%
CCB
313
Country Club Bank
Missouri
$1.03M +$1.12M +12,876 New
BCM
314
BTC Capital Management
Iowa
$1.02M
RB
315
Renasant Bank
Mississippi
$1.02M +$539K +6,194 +92%
Natixis Advisors
316
Natixis Advisors
Massachusetts
$1.02M +$95.5K +1,097 +9%
SFG
317
Summit Financial Group
West Virginia
$1.02M -$24.2K -278 -2%
TDWM
318
Topel & Distasi Wealth Management
California
$1.01M +$110K +1,258 +11%
IPW
319
Intergy Private Wealth
Colorado
$999K +$240K +2,751 +28%
RMCM
320
Reynders McVeigh Capital Management
Massachusetts
$998K +$231K +2,658 +27%
LPIC
321
LeJeune Puetz Investment Counsel
Michigan
$990K
AL
322
Aspiriant LLC
California
$983K +$312K +3,578 +40%
BWM
323
Baystate Wealth Management
Massachusetts
$969K +$726K +8,339 +214%
WGCA
324
Wolf Group Capital Advisors
Virginia
$965K +$859K +9,860 +424%
EWM
325
EPG Wealth Management
Georgia
$964K +$1.04K +12 +0.1%

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.