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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
SIA
501
Stegner Investment Associates
Kentucky
$368K
WWA
502
WC Walker & Associates
California
$368K
GSWM
503
Greenup Street Wealth Management
Michigan
$366K -$317K -3,685 -44%
BWP
504
Baldwin Wealth Partners
Massachusetts
$365K
MCA
505
Maryland Capital Advisors
Maryland
$365K
C
506
Certuity
Florida
$358K
JHCP
507
Jackson Hole Capital Partners
Oklahoma
$358K +$393K +4,564 New
LCM
508
Liberty Capital Management
Michigan
$356K
BFS
509
Bradley Foster & Sargent
Connecticut
$354K
OWM
510
Orgel Wealth Management
Wisconsin
$352K -$160K -1,864 -29%
GFS
511
GYL Financial Synergies
Connecticut
$352K
SW
512
Solidarity Wealth
Utah
$351K +$366K +4,255 New
IF
513
IRON Financial
Illinois
$350K -$4.13K -48 -1%
MMA
514
Miracle Mile Advisors
California
$350K
T
515
TNF
Montana
$339K +$2.24K +26 +0.6%
RWA
516
Ropes Wealth Advisors
Massachusetts
$338K -$3.96K -46 -1%
CIBC World Market
517
CIBC World Market
Ontario, Canada
$335K
SMC
518
Smith, Moore & Co
Missouri
$332K +$4.3K +50 +1%
IWA
519
Icon Wealth Advisors
Texas
$332K +$364K +4,234 New
CCG
520
Cypress Capital Group
Florida
$330K +$15.1K +175 +4%
CSPIA
521
Cary Street Partners Investment Advisory
Virginia
$329K +$27K +314 +8%
EWS
522
Evergreen Wealth Solutions
Pennsylvania
$327K -$421K -4,890 -54%
JSW
523
Journey Strategic Wealth
New Jersey
$327K +$32.5K +378 +10%
Fisher Asset Management
524
Fisher Asset Management
Washington
$326K +$358K +4,162 New
PFG
525
Peterson Financial Group
Iowa
$325K +$95.4K +1,109 +37%

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.