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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$45.7M -$9.11M -105,885 -15%
EH
27
Equitable Holdings
New York
$44.5M +$4.98M +57,882 +11%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$44.5M +$1.96M +22,810 +4%
PAMP
29
Polar Asset Management Partners
Ontario, Canada
$42.4M +$11.9M +138,500 +34%
SI
30
Stephens Inc
Arkansas
$40.9M -$1.57M -18,236 -3%
SGAM
31
Stephens Group Asset Management
Arkansas
$38M -$3.87K -45 -0%
JIC
32
Johnson Investment Counsel
Ohio
$36.9M -$443K -5,146 -1%
RA
33
Rodgers & Associates
Pennsylvania
$36.7M +$685K +7,955 +2%
JP Morgan Chase
34
JP Morgan Chase
New York
$35.6M -$23.8M -276,809 -38%
Mariner
35
Mariner
Kansas
$35.3M +$6.03M +70,047 +18%
M&T Bank
36
M&T Bank
New York
$32.7M -$625K -7,258 -2%
Creative Planning
37
Creative Planning
Kansas
$32.4M -$210K -2,436 -0.6%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$31.4M
TAIM
39
TD Ameritrade Investment Management
Nebraska
$28.3M -$5.19M -60,307 -14%
AWM
40
AE Wealth Management
Kansas
$28.1M +$7.67M +89,143 +33%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$26.8M -$36.1K -420 -0.1%
LFWA
42
LBJ Family Wealth Advisors
Texas
$25.5M +$2.7M +31,349 +20%
RJA
43
Raymond James & Associates
Florida
$25.2M -$6.03M -70,087 -18%
ANTB
44
AMG National Trust Bank
Colorado
$24.7M +$1.05M +12,193 +4%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$24.5M +$4.43M +51,483 +20%
TI
46
Truepoint Inc
Ohio
$22.3M -$5.54M -64,365 -18%
KF
47
Krilogy Financial
Missouri
$22M -$556K -6,464 -2%
KeyBank National Association
48
KeyBank National Association
Ohio
$21.9M -$7.98M -92,736 -25%
AI
49
Accredited Investors
Minnesota
$21.9M -$1.96M -22,785 -8%
GW
50
GW & Wade
Massachusetts
$21.7M +$707K +8,218 +3%

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.