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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
SW
376
SVB Wealth
Massachusetts
$748K -$47K -540 -5%
AFC
377
AFT Forsyth & Company
Florida
$746K -$10.8K -124 -1%
FA
378
FDx Advisors
Illinois
$737K -$100K -1,148 -11%
GT
379
Greenleaf Trust
Michigan
$732K -$6.53K -75 -0.8%
FCB
380
First Command Bank
Texas
$732K
FCFS
381
First Command Financial Services
Texas
$732K
PPW
382
PACK Private Wealth
Minnesota
$724K +$8.88K +102 +1%
LI
383
LMCG Investments
Massachusetts
$721K +$263K +3,020 +50%
MWM
384
Meridian Wealth Management
Kentucky
$719K +$170K +1,949 +27%
EWS
385
Evergreen Wealth Solutions
Pennsylvania
$718K +$474K +5,440 +150%
MHS
386
M Holdings Securities
Oregon
$711K -$23.7K -272 -3%
FCH
387
Freestone Capital Holdings
Washington
$685K -$105K -1,206 -12%
WCA
388
Waypoint Capital Advisors
Minnesota
$685K -$38.1K -438 -5%
NCM
389
NCM Capital Management
New Jersey
$681K +$15.7K +180 +2%
ASN
390
Advisory Services Network
Georgia
$678K -$22.4K -257 -3%
RJT
391
Raymond James Trust
Florida
$677K -$52.3K -601 -7%
QCG
392
Quadrant Capital Group
Ohio
$672K -$10K -115 -1%
WTA
393
Washington Trust Advisors
Massachusetts
$670K +$15.2K +174 +2%
IAN
394
Integrated Advisors Network
Texas
$667K -$79.9K -917 -10%
KFI
395
Key Financial Inc
Pennsylvania
$664K
GSWM
396
Greenup Street Wealth Management
Michigan
$661K -$3.51M -40,335 -83%
CAL
397
Capital Analysts LLC
Pennsylvania
$656K -$357K -4,103 -33%
FIM
398
Freedom Investment Management
Connecticut
$653K -$146K -1,675 -17%
B
399
Bensler
Washington
$649K +$1.04K +12 +0.1%
PPP
400
Private Portfolio Partners
New Jersey
$645K

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.