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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
FFN
501
Focus Financial Network
Minnesota
$390K +$3.83K +44 +0.9%
FPW
502
Flagship Private Wealth
Massachusetts
$386K -$13.1K -150 -3%
WTC
503
WhitTier Trust Company
Nevada
$384K
DC
504
Davenport & Co
Virginia
$381K +$18.6K +214 +5%
CWM
505
Cornerstone Wealth Management
Missouri
$379K +$1.22K +14 +0.3%
AT
506
American Trust
Kentucky
$379K +$80.2K +921 +24%
CT
507
Caldwell Trust
Florida
$374K
SW
508
StrongBox Wealth
Missouri
$372K -$13.8K -158 -3%
PWP
509
Principle Wealth Partners
Connecticut
$370K
BWP
510
Baldwin Wealth Partners
Massachusetts
$369K
MCA
511
Maryland Capital Advisors
Maryland
$369K
CIC
512
Carnegie Investment Counsel
Ohio
$367K -$13.1K -150 -3%
SIA
513
Stegner Investment Associates
Kentucky
$365K -$267K -3,061 -40%
AFM
514
Andesa Financial Management
Pennsylvania
$364K +$42.4K +487 +12%
C
515
Certuity
Florida
$362K +$1.04K +12 +0.3%
T
516
TNF
Montana
$360K -$33.4K -384 -8%
LCM
517
Liberty Capital Management
Michigan
$359K
WWA
518
WC Walker & Associates
California
$359K
BFS
519
Bradley Foster & Sargent
Connecticut
$358K -$20.1K -231 -5%
CAM
520
CenterStar Asset Management
Illinois
$358K
IF
521
IRON Financial
Illinois
$357K -$11.6K -133 -3%
GFS
522
GYL Financial Synergies
Connecticut
$356K
MMA
523
Miracle Mile Advisors
California
$354K -$60.7K -697 -14%
RZH
524
Relyea Zuckerberg Hanson
Connecticut
$348K +$383K +4,393 New
RWA
525
Ropes Wealth Advisors
Massachusetts
$345K -$1.13K -13 -0.3%

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.