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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
BWM
351
Brickley Wealth Management
California
$810K -$86.8K -997 -9%
SSWM
352
Smith Salley Wealth Management
North Carolina
$809K -$35K -402 -4%
MWM
353
Mission Wealth Management
California
$807K -$46.3K -532 -5%
WSFS
354
Wilmington Savings Fund Society
Delaware
$804K +$24.6K +283 +3%
TA
355
Tiedemann Advisors
New York
$802K -$221K -2,538 -20%
KCM
356
Karp Capital Management
California
$801K -$156K -1,792 -15%
CPO
357
Cerity Partners OCIO
New York
$794K +$1.48K +17 +0.2%
LSA
358
Lion Street Advisors
Texas
$792K -$21.1K -242 -4%
HWA
359
Heritage Wealth Advisors
Virginia
$792K
PCIA
360
Prime Capital Investment Advisors
Kansas
$790K -$6.49M -74,483 -88%
HCM
361
HMS Capital Management
Tennessee
$783K -$996K -11,432 -54%
FTUS
362
Flow Traders U.S.
New York
$783K +$861K +9,884 New
WA
363
Waverly Advisors
Alabama
$782K +$236K +2,713 +38%
WH
364
Willner & Heller
California
$779K +$200K +2,301 +31%
FT
365
Fiduciary Trust
Massachusetts
$772K
SVWAG
366
Sound View Wealth Advisors Group
Georgia
$771K -$3.13K -36 -0.4%
EB
367
Eastern Bank
Massachusetts
$769K -$175K -2,006 -17%
AllianceBernstein
368
AllianceBernstein
Tennessee
$769K +$199K +2,284 +31%
GRP
369
Global Retirement Partners
California
$767K -$54.3K -623 -6%
CWM
370
Cahill Wealth Management
Michigan
$766K -$80.4K -923 -9%
HTC
371
Haverford Trust Company
Pennsylvania
$762K -$790K -9,070 -49%
ATPW
372
Ashton Thomas Private Wealth
Arizona
$762K +$55K +632 +7%
EIA
373
Eldridge Investment Advisors
New Hampshire
$760K -$22.6K -260 -3%
IFG
374
Independent Financial Group
California
$755K -$16.1K -185 -2%
CPIG
375
Chicago Partners Investment Group
Illinois
$755K -$54.6K -627 -7%

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.