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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$54.6M +$6.91M +79,294 +13%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$52.4M -$17.1M -196,157 -23%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$43.1M +$331K +3,804 +0.7%
SI
29
Stephens Inc
Arkansas
$42.7M -$5.74M -65,948 -11%
EH
30
Equitable Holdings
New York
$40.4M +$245K +2,812 +0.6%
SGAM
31
Stephens Group Asset Management
Arkansas
$39.5M +$4.63M +53,214 +12%
JIC
32
Johnson Investment Counsel
Ohio
$37.7M -$1.08M -12,436 -3%
Jane Street
33
Jane Street
New York
$37.5M +$780K +8,952 +2%
RA
34
Rodgers & Associates
Pennsylvania
$36.4M +$3.62M +41,612 +10%
M&T Bank
35
M&T Bank
New York
$33.4M -$419K -4,813 -1%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$33.3M -$4.83M -55,434 -12%
Creative Planning
37
Creative Planning
Kansas
$32.9M +$2M +22,990 +6%
PAMP
38
Polar Asset Management Partners
Ontario, Canada
$31.8M +$35M +402,000 New
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$31.7M
RJA
40
Raymond James & Associates
Florida
$31M +$2.16M +24,754 +7%
Mariner
41
Mariner
Kansas
$30.1M +$7.44M +85,468 +29%
KeyBank National Association
42
KeyBank National Association
Ohio
$29.5M -$250K -2,874 -0.8%
TI
43
Truepoint Inc
Ohio
$27.7M +$4.08M +46,888 +16%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$27.1M -$1.82M -20,909 -6%
BCI
45
Brinker Capital Investments
Pennsylvania
$26.5M -$2.74M -31,464 -9%
CAM
46
Congress Asset Management
Massachusetts
$26.4M +$13M +148,932 +81%
ANTB
47
AMG National Trust Bank
Colorado
$24M -$572K -6,567 -2%
AI
48
Accredited Investors
Minnesota
$23.9M -$39.5K -454 -0.2%
KF
49
Krilogy Financial
Missouri
$22.7M +$2.42M +27,773 +11%
CMA
50
Cedar Mountain Advisors
Oregon
$21.6M +$1.74K +20 +0%

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.