We are live on ! Find out more
IWP icon

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
FIM
376
Freedom Investment Management
Connecticut
$672K +$27.4K +318 +4%
IAN
377
Integrated Advisors Network
Texas
$660K -$947 -11 -0.1%
CAL
378
Capital Analysts LLC
Pennsylvania
$654K +$4.99K +58 +0.7%
KFI
379
Key Financial Inc
Pennsylvania
$648K
B
380
Bensler
Washington
$644K +$1.55K +18 +0.2%
WTA
381
Washington Trust Advisors
Massachusetts
$634K -$31.2K -363 -4%
RWM
382
Rockwood Wealth Management
Pennsylvania
$628K
CWM
383
Calamos Wealth Management
Illinois
$628K
KCM
384
Karp Capital Management
California
$621K -$189K -2,193 -22%
CI
385
CX Institutional
Indiana
$617K +$105K +1,216 +18%
SFP
386
Sweet Financial Partners
Minnesota
$617K +$131K +1,517 +24%
S
387
SignatureFD
Georgia
$616K +$6.11K +71 +0.9%
ASN
388
Advisory Services Network
Georgia
$615K -$61.8K -718 -8%
CWM
389
Cahill Wealth Management
Michigan
$614K -$158K -1,835 -19%
CGPCS
390
Capital Group Private Client Services
California
$614K +$673K +7,824 New
RRA
391
Round Rock Advisors
Connecticut
$613K -$23.8K -277 -3%
WIM
392
WealthPlan Investment Management
Nebraska
$612K +$614K +7,130 New
MHS
393
M Holdings Securities
Oregon
$610K -$104K -1,205 -13%
BAM
394
Belpointe Asset Management
Nevada
$610K +$13.2K +153 +2%
WI
395
Wintrust Investments
Illinois
$599K -$3.27K -38 -0.5%
MFGP
396
Marshall Financial Group (Pennsylvania)
Pennsylvania
$597K
RWP
397
Revolve Wealth Partners
New Jersey
$597K
LBC
398
Lowe Brockenbrough & Co
Virginia
$594K
EP
399
Eudaimonia Partners
Tennessee
$593K -$325K -3,776 -33%
RWP
400
RWA Wealth Partners
Massachusetts
$591K -$28.7K -333 -4%

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.