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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
GIA
326
Gladstone Institutional Advisory
Florida
$953K -$16.1K -185 -2%
Lido Advisors
327
Lido Advisors
California
$953K +$120K +1,378 +13%
LNC
328
Lincoln National Corp
Pennsylvania
$935K +$175K +2,004 +20%
BIA
329
BHK Investment Advisors
Alabama
$932K -$39.1K -449 -4%
BA
330
Ballew Advisors
Mississippi
$932K +$79.6K +914 +8%
FAM
331
Fred Alger Management
New York
$917K -$175K -2,005 -15%
MCM
332
Murphy Capital Management
New Jersey
$917K -$17.9K -206 -2%
CWM
333
Cranbrook Wealth Management
Michigan
$917K
BRWA
334
B. Riley Wealth Advisors
Florida
$914K +$34.6K +397 +4%
WI
335
Wedgewood Investors
Pennsylvania
$903K
WT
336
Whittier Trust
California
$901K -$123K -1,410 -11%
EP
337
Eudaimonia Partners
Tennessee
$898K +$362K +4,160 +58%
OGF
338
Orin Green Financial
California
$897K -$11K -126 -1%
HIA
339
Harbor Investment Advisory
Maryland
$880K
SQA
340
Simon Quick Advisors
New Jersey
$877K +$1.13K +13 +0.1%
WMP
341
Wealth Management Partners
Arizona
$870K
EA
342
Eudaimonia Advisors
Tennessee
$869K -$357K -4,095 -27%
SYBT
343
Stock Yards Bank & Trust
Kentucky
$864K +$186K +2,135 +24%
WFM
344
Wolff Financial Management
Michigan
$858K -$559K -6,417 -37%
TMWM
345
Taylor & Morgan Wealth Management
Michigan
$856K -$1.05M -12,105 -53%
CBN
346
Cadence Bank NA
Texas
$853K
Kovitz Investment Group Partners
347
Kovitz Investment Group Partners
Illinois
$852K -$1.31K -15 -0.1%
FWTB
348
First Western Trust Bank
Colorado
$843K -$46.9K -539 -5%
PTC
349
Private Trust Company
Ohio
$831K -$49.9K -573 -5%
IF
350
Integrity Financial
Wyoming
$826K +$4.27K +49 +0.5%

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.