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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
SHJ
426
Sharkey, Howes & Javer
Colorado
$535K
AP
427
Appleton Partners
Massachusetts
$535K +$8.69K +101 +2%
1SB
428
1ST Source Bank
Indiana
$534K
Renaissance Technologies
429
Renaissance Technologies
New York
$533K +$585K +6,800 New
CS
430
Capital Square
Tennessee
$522K
BCM
431
BTR Capital Management
California
$519K
EB
432
Eastern Bank
Massachusetts
$512K -$273K -3,175 -33%
AA
433
Aire Advisors
California
$511K +$5.59K +65 +1%
CCM
434
Cohen Capital Management
California
$508K
CWM
435
Cahaba Wealth Management
Georgia
$508K +$44.2K +514 +9%
WKSWA
436
White Knight Strategic Wealth Advisors
New Jersey
$507K -$8.78K -102 -2%
FWTB
437
First Western Trust Bank
Colorado
$506K -$351K -4,074 -39%
MA
438
Mutual Advisors
Nebraska
$501K +$93K +1,080 +20%
NFC
439
Northeast Financial Consultants
Connecticut
$500K
YWP
440
YorkBridge Wealth Partners
New York
$499K -$1.46K -17 -0.3%
LMKC
441
L.M. Kohn & Company
Ohio
$498K -$14.7K -171 -3%
SWP
442
Summit Wealth Partners
Florida
$497K +$117K +1,365 +27%
SIA
443
Soltis Investment Advisors
Utah
$491K
SWM
444
Spire Wealth Management
Virginia
$489K +$51.1K +594 +11%
AT
445
American Trust
Kentucky
$487K +$122K +1,413 +29%
CBFP
446
Cedar Brook Financial Partners
Ohio
$487K
FI
447
Financial Insights
Washington
$486K -$10.8K -126 -2%
PPP
448
Private Portfolio Partners
New Jersey
$485K -$168K -1,950 -24%
BWA
449
BlueSky Wealth Advisors
North Carolina
$479K
CIC
450
Carnegie Investment Counsel
Ohio
$479K +$126K +1,467 +32%

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.