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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
FFG
401
Fullen Financial Group
Ohio
$591K -$8.95K -104 -1%
FAIM
402
Financial Advocates Investment Management
Washington
$591K +$12.3K +143 +2%
SF
403
Summit Financial
New Jersey
$589K +$153K +1,779 +31%
BWA
404
Burt Wealth Advisors
Maryland
$584K
CT
405
Colonial Trust
South Carolina
$583K +$640K +7,432 New
FA
406
FDx Advisors
Illinois
$580K -$164K -1,905 -20%
WANY
407
Wealthspire Advisors (New York)
New York
$580K +$261K +3,038 +70%
FCH
408
Freestone Capital Holdings
Washington
$576K -$112K -1,298 -15%
NFG
409
Nations Financial Group
Iowa
$573K -$602 -7 -0.1%
VA
410
Valmark Advisers
Ohio
$573K +$1.29K +15 +0.2%
FUBT
411
First United Bank & Trust
Maryland
$571K +$39.2K +455 +7%
GPA
412
Garrison Point Advisors
California
$570K
CT
413
Cambridge Trust
Massachusetts
$568K -$16.5K -192 -3%
ATPW
414
Ashton Thomas Private Wealth
Arizona
$567K -$205K -2,387 -25%
HCA
415
Harbour Capital Advisors
Virginia
$565K
IWC
416
Integrated Wealth Concepts
Massachusetts
$557K -$2.58K -30 -0.4%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$554K +$608K +7,065 New
UCMOK
418
United Capital Management of KS
Kansas
$548K -$8.35K -97 -1%
LW
419
Linscomb Wealth
Texas
$547K
VFA
420
Valeo Financial Advisors
Indiana
$545K +$258 +3 +0%
EIP
421
Easterly Investment Partners
Massachusetts
$541K
CAC
422
Certified Advisory Corp
Florida
$541K +$33.8K +393 +6%
PG
423
Patten Group
Tennessee
$540K -$26.6K -309 -4%
FNBOO
424
First National Bank of Omaha
Nebraska
$538K
RIS
425
Retirement Income Solutions
Michigan
$538K

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.