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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
CA
351
CGN Advisors
Kansas
$774K +$849K +9,868 New
PCIA
352
Prime Capital Investment Advisors
Kansas
$767K -$16K -186 -2%
EIA
353
Eldridge Investment Advisors
New Hampshire
$766K +$14.6K +170 +2%
FT
354
Fiduciary Trust
Massachusetts
$765K
Qube Research & Technologies (QRT)
355
Qube Research & Technologies (QRT)
United Kingdom
$764K -$3.86M -44,877 -82%
FCB
356
First Command Bank
Texas
$749K +$25.9K +301 +3%
FCFS
357
First Command Financial Services
Texas
$749K +$25.9K +301 +3%
RhumbLine Advisers
358
RhumbLine Advisers
Massachusetts
$746K -$981K -11,401 -55%
CPIG
359
Chicago Partners Investment Group
Illinois
$745K +$45.1K +524 +6%
SW
360
SVB Wealth
Massachusetts
$744K +$3.7K +43 +0.5%
IWM
361
IHT Wealth Management
Illinois
$741K +$243K +2,819 +42%
AFC
362
AFT Forsyth & Company
Florida
$739K
GT
363
Greenleaf Trust
Michigan
$738K +$14.7K +171 +2%
IFG
364
Independent Financial Group
California
$731K -$18.2K -212 -2%
RJT
365
Raymond James Trust
Florida
$726K +$61.3K +712 +8%
PPW
366
PACK Private Wealth
Minnesota
$717K
LI
367
LMCG Investments
Massachusetts
$713K -$430 -5 -0.1%
GWMIA
368
Global Wealth Management Investment Advisory
Florida
$712K +$225K +2,609 +40%
MWM
369
Meridian Wealth Management
Kentucky
$709K -$3.7K -43 -0.5%
KCM
370
Kanawha Capital Management
Virginia
$695K +$763K +8,862 New
HTC
371
Haverford Trust Company
Pennsylvania
$692K -$68.9K -800 -8%
WA
372
Wealth Alliance
New York
$691K -$425K -4,936 -36%
SQA
373
Simon Quick Advisors
New Jersey
$687K -$76K -883 -9%
WCA
374
Waypoint Capital Advisors
Minnesota
$680K
NCM
375
NCM Capital Management
New Jersey
$674K

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.