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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
LSA
451
Lion Street Advisors
Texas
$478K -$45.6K -530 -8%
PA
452
Parallel Advisors
California
$478K +$17.4K +202 +3%
SC
453
SouthState Corp
Florida
$477K
NAM
454
NTV Asset Management
West Virginia
$472K
VCM
455
Viewpoint Capital Management
Washington
$471K
SVWAG
456
Sound View Wealth Advisors Group
Georgia
$470K -$322K -3,740 -38%
PFA
457
Pathway Financial Advisors
Vermont
$467K
SC
458
Steph & Co
Wisconsin
$466K -$51.1K -594 -9%
MFG
459
Magnus Financial Group
New York
$461K +$430 +5 +0.1%
TCM
460
Triumph Capital Management
Colorado
$454K -$1.04M -12,040 -68%
RCAG
461
Rehmann Capital Advisory Group
Michigan
$452K -$81.4K -946 -14%
BFC
462
Bedel Financial Consulting
Indiana
$449K -$214K -2,487 -31%
GP
463
Girard Partners
Pennsylvania
$449K +$11.4K +132 +2%
EW
464
Element Wealth
Mississippi
$447K +$129K +1,500 +36%
OFG
465
Oxford Financial Group
Indiana
$445K
Lazard Asset Management
466
Lazard Asset Management
New York
$443K
RPC
467
Rossmore Private Capital
Connecticut
$442K -$183K -2,121 -27%
RT
468
Rockland Trust
Massachusetts
$442K -$29.4K -342 -6%
TWP
469
Total Wealth Planning
Ohio
$436K -$46.5K -540 -9%
LB
470
Legacy Bridge
Iowa
$436K -$17.2K -200 -3%
AIM
471
Allen Investment Management
New York
$432K
HSA
472
HBK Sorce Advisory
Pennsylvania
$431K -$24.6K -286 -5%
VWA
473
V Wealth Advisors
Kansas
$425K -$86 -1 -0%
AIG
474
American International Group
New York
$424K -$1.55M -18,000 -77%
CWM
475
Chicago Wealth Management
Illinois
$423K

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.