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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
AF
301
Allworth Financial
California
$1.06M -$23K -267 -2%
Cerity Partners
302
Cerity Partners
New York
$1.06M -$38.2K -444 -3%
NIP
303
Nicholas Investment Partners
California
$1.05M +$1.15M +13,358 New
AL
304
Aspiriant LLC
California
$1.04M +$78.8K +915 +7%
E
305
ETFidea
New York
$1.04M
SG
306
StoneX Group
New York
$1.04M -$25.5K -296 -2%
SFG
307
Summit Financial Group
West Virginia
$1.03M +$21.3K +247 +2%
SSB
308
Sandy Spring Bank
Maryland
$1.01M -$24.1K -280 -2%
BCM
309
BTC Capital Management
Iowa
$1.01M
RB
310
Renasant Bank
Mississippi
$1.01M
RMCM
311
Reynders McVeigh Capital Management
Massachusetts
$998K +$10.2K +118 +0.9%
SYBT
312
Stock Yards Bank & Trust
Kentucky
$991K +$148K +1,723 +16%
LPIC
313
LeJeune Puetz Investment Counsel
Michigan
$980K
WGCA
314
Wolf Group Capital Advisors
Virginia
$956K
Susquehanna International Group
315
Susquehanna International Group
Pennsylvania
$947K +$755K +8,776 +266%
BA
316
Ballew Advisors
Mississippi
$942K +$9.04K +105 +0.9%
GIA
317
Gladstone Institutional Advisory
Florida
$928K -$16.4K -191 -2%
HAS
318
Holland Advisory Services
Florida
$915K -$397K -4,615 -28%
EFS
319
Essex Financial Services
Connecticut
$907K -$141K -1,637 -12%
CWM
320
Cranbrook Wealth Management
Michigan
$907K -$1.12K -13 -0.1%
BWM
321
Baystate Wealth Management
Massachusetts
$899K -$67.1K -780 -6%
LNC
322
Lincoln National Corp
Pennsylvania
$899K -$29.2K -339 -3%
WI
323
Wedgewood Investors
Pennsylvania
$894K
WT
324
Whittier Trust
California
$892K
Lido Advisors
325
Lido Advisors
California
$887K -$62.1K -722 -6%

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.