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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
GWMIA
451
Global Wealth Management Investment Advisory
Florida
$513K -$300K -3,441 -35%
CCM
452
Cohen Capital Management
California
$513K +$522 +6 +0.1%
AA
453
Aire Advisors
California
$511K +$48.1K +552 +9%
NFC
454
Northeast Financial Consultants
Connecticut
$506K -$32.7K -375 -6%
YWP
455
YorkBridge Wealth Partners
New York
$505K -$119K -1,367 -18%
SFP
456
Sweet Financial Partners
Minnesota
$504K
TFS
457
TrustCore Financial Services
Tennessee
$504K
OWM
458
Orgel Wealth Management
Wisconsin
$503K +$553K +6,348 New
FI
459
Financial Insights
Washington
$501K -$296K -3,394 -35%
SIA
460
Soltis Investment Advisors
Utah
$496K
CFG
461
Cooper Financial Group
California
$493K +$348 +4 +0.1%
CBFP
462
Cedar Brook Financial Partners
Ohio
$492K
BWA
463
BlueSky Wealth Advisors
North Carolina
$484K
TWP
464
Total Wealth Planning
Ohio
$483K -$87 -1 -0%
SC
465
SouthState Corp
Florida
$482K
PFA
466
Pure Financial Advisors
California
$479K +$289K +3,318 +121%
NAM
467
NTV Asset Management
West Virginia
$477K -$50.5K -580 -9%
CWM
468
Congress Wealth Management
Massachusetts
$476K +$134K +1,535 +34%
VCM
469
Viewpoint Capital Management
Washington
$475K
RT
470
Rockland Trust
Massachusetts
$473K +$9.06K +104 +2%
CWM
471
Cahaba Wealth Management
Georgia
$472K -$13.2K -151 -2%
PFA
472
Pathway Financial Advisors
Vermont
$471K
PA
473
Parallel Advisors
California
$467K
GC
474
Gratus Capital
Georgia
$467K +$77.6K +891 +18%
MFG
475
Magnus Financial Group
New York
$466K -$871 -10 -0.2%

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.