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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
BIA
326
BHK Investment Advisors
Alabama
$881K -$45.8K -532 -5%
WMP
327
Wealth Management Partners
Arizona
$872K
HIA
328
Harbor Investment Advisory
Maryland
$871K
AWA
329
Arkadios Wealth Advisors
Georgia
$871K +$501K +5,822 +110%
OGF
330
Orin Green Financial
California
$867K +$86 +1 +0%
TMWM
331
Taylor & Morgan Wealth Management
Michigan
$867K +$21.2K +246 +2%
PTC
332
Private Trust Company
Ohio
$850K +$30K +348 +3%
CB
333
Cadence Bank
Mississippi
$843K +$925K +10,745 New
AllianceBernstein
334
AllianceBernstein
Tennessee
$839K +$84.9K +986 +10%
EWM
335
EPG Wealth Management
Georgia
$838K -$128K -1,483 -12%
GRP
336
Global Retirement Partners
California
$835K +$15.7K +182 +2%
Kovitz Investment Group Partners
337
Kovitz Investment Group Partners
Illinois
$833K -$11.7K -136 -1%
SSWM
338
Smith Salley Wealth Management
North Carolina
$829K +$31.3K +364 +4%
BWM
339
Brickley Wealth Management
California
$804K +$2.67K +31 +0.3%
IF
340
Integrity Financial
Wyoming
$803K -$15.5K -180 -2%
EA
341
Eudaimonia Advisors
Tennessee
$801K -$65.8K -764 -7%
MWM
342
Mission Wealth Management
California
$800K +$344 +4 +0%
WSFS
343
Wilmington Savings Fund Society
Delaware
$796K
JJBC
344
James J. Burns & Company
New York
$792K +$869K +10,094 New
WH
345
Willner & Heller
California
$791K +$22.6K +262 +3%
CPO
346
Cerity Partners OCIO
New York
$786K
HWA
347
Heritage Wealth Advisors
Virginia
$784K
TA
348
Tiedemann Advisors
New York
$781K -$15K -174 -2%
Jane Street
349
Jane Street
New York
$780K -$39.9M -463,531 -98%
FWP
350
FAS Wealth Partners
Kansas
$778K -$4.18M -48,546 -83%

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.