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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
AA
476
Argent Advisors
Louisiana
$421K +$166K +1,930 +56%
PCA
477
Providence Capital Advisors
North Carolina
$418K -$32.3K -375 -7%
GC
478
Gilbert & Cook
Iowa
$416K -$1.64K -19 -0.4%
ABC
479
Associated Banc-Corp
Wisconsin
$415K
CFG
480
Cooper Financial Group
California
$413K -$82.6K -960 -15%
DGI
481
Disciplined Growth Investors
Minnesota
$413K +$454K +5,270 New
B
482
Bailard
California
$408K -$134K -1,554 -23%
MM
483
Meridian Management
Arkansas
$408K
GC
484
Gratus Capital
Georgia
$407K -$60.1K -698 -12%
MA
485
MAS Advisors
Florida
$407K +$12.9K +150 +3%
PWMG
486
Prestige Wealth Management Group
New Jersey
$406K -$3.44K -40 -0.8%
RC
487
Rovin Capital
Arizona
$406K +$193K +2,241 +76%
RMDI
488
R.M. Davis Inc
Maine
$403K -$44.8K -520 -9%
CWM
489
Cornerstone Wealth Management
Missouri
$395K +$20.8K +242 +5%
MCM
490
Manchester Capital Management
Vermont
$393K
ESB
491
Essex Savings Bank
Connecticut
$390K -$183K -2,121 -30%
FFN
492
Focus Financial Network
Minnesota
$383K -$3.44K -40 -0.8%
WTC
493
WhitTier Trust Company
Nevada
$381K
SW
494
StrongBox Wealth
Missouri
$380K +$12.3K +143 +3%
FPW
495
Flagship Private Wealth
Massachusetts
$379K -$3.01K -35 -0.7%
TRIA
496
Trail Ridge Investment Advisors
Colorado
$376K
TCA
497
Transcend Capital Advisors
New Jersey
$373K +$49K +569 +14%
MMG
498
Monetary Management Group
Missouri
$373K +$409K +4,750 New
DC
499
Davenport & Co
Virginia
$371K -$6.63K -77 -2%
CT
500
Caldwell Trust
Florida
$371K

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.