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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
RRA
401
Round Rock Advisors
Connecticut
$641K -$9.49K -109 -1%
RWM
402
Rockwood Wealth Management
Pennsylvania
$634K -$115K -1,320 -14%
CWM
403
Calamos Wealth Management
Illinois
$634K
BFC
404
Bedel Financial Consulting
Indiana
$628K +$206K +2,362 +42%
RWP
405
RWA Wealth Partners
Massachusetts
$623K +$468K +5,375 +216%
S
406
SignatureFD
Georgia
$617K -$86K -988 -11%
RPC
407
Rossmore Private Capital
Connecticut
$614K +$181K +2,084 +37%
WI
408
Wintrust Investments
Illinois
$608K -$3.83K -44 -0.6%
BAM
409
Belpointe Asset Management
Nevada
$605K -$134K -1,540 -17%
RWP
410
Revolve Wealth Partners
New Jersey
$603K -$7.23K -83 -1%
MFGP
411
Marshall Financial Group (Pennsylvania)
Pennsylvania
$603K +$261 +3 +0%
LBC
412
Lowe Brockenbrough & Co
Virginia
$600K
BWA
413
Burt Wealth Advisors
Maryland
$590K
CT
414
Cambridge Trust
Massachusetts
$589K -$81.5K -936 -11%
FAIM
415
Financial Advocates Investment Management
Washington
$586K -$67.8K -778 -10%
GC
416
GFG Capital
Florida
$585K +$643K +7,383 New
OMC
417
Old Mission Capital
Illinois
$583K -$15M -171,744 -96%
PG
418
Patten Group
Tennessee
$583K
NFG
419
Nations Financial Group
Iowa
$579K +$17.2K +198 +3%
VA
420
Valmark Advisers
Ohio
$578K +$254K +2,922 +67%
GPA
421
Garrison Point Advisors
California
$576K
CCP
422
Corient Capital Partners
California
$576K +$43.5K +499 +7%
IWC
423
Integrated Wealth Concepts
Massachusetts
$565K +$230K +2,638 +59%
HCA
424
Harbour Capital Advisors
Virginia
$563K
UCMOK
425
United Capital Management of KS
Kansas
$562K -$77.4K -889 -11%

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.