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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
WANY
526
Wealthspire Advisors (New York)
New York
$345K +$17.5K +201 +5%
Citadel Advisors
527
Citadel Advisors
Florida
$340K -$4.5M -51,686 -92%
CIBC World Market
528
CIBC World Market
Ontario, Canada
$338K -$66.1K -759 -15%
LC
529
LCNB Corp
Ohio
$338K +$6.97K +80 +2%
TRIA
530
Trail Ridge Investment Advisors
Colorado
$338K +$371K +4,264 New
GCM
531
Geneva Capital Management
Wisconsin
$333K -$645K -7,409 -64%
IWP
532
Icon Wealth Partners
Texas
$333K -$2.18K -25 -0.6%
SMC
533
Smith, Moore & Co
Missouri
$332K -$212K -2,436 -37%
TCA
534
Transcend Capital Advisors
New Jersey
$332K -$4.96K -57 -1%
EW
535
Element Wealth
Mississippi
$332K
MA
536
MONECO Advisors
Connecticut
$331K +$20K +230 +6%
VDI
537
Vaughan David Investments
Illinois
$329K +$361K +4,147 New
MIH
538
Meitav Investment House
Israel
$328K -$10.4K -120 -3%
ACM
539
Armbruster Capital Management
New York
$322K -$756K -8,686 -68%
PIFP
540
Partners in Financial Planning
Virginia
$321K +$47.3K +543 +18%
AP
541
Adero Partners
California
$321K
TCBWMS
542
Texas Capital Bank Wealth Management Services
Texas
$321K
SFM
543
Signet Financial Management
New Jersey
$321K +$174 +2 +0%
PFP
544
Paragon Financial Partners
California
$319K -$59.4K -682 -15%
CCG
545
Cypress Capital Group
Florida
$319K +$50.4K +579 +17%
DI
546
DAGCO Inc
Ohio
$318K -$5.66K -65 -2%
TP
547
Tranquility Partners
Tennessee
$315K -$958 -11 -0.3%
BBA
548
BLB&B Advisors
Pennsylvania
$315K +$94.9K +1,090 +38%
BAM
549
Berkshire Asset Management
Pennsylvania
$315K +$346K +3,978 New
9WM
550
9258 Wealth Management
Ohio
$312K -$10.8K -124 -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.