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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
FWM
526
Fingerlakes Wealth Management
New York
$325K -$95.7K -1,112 -21%
AP
527
Adero Partners
California
$325K
VDI
528
Vaughan David Investments
Illinois
$325K
PCMC
529
Private Capital Management (Colorado)
Colorado
$324K -$8.26K -96 -2%
SA
530
Shilanski & Associates
Alaska
$324K +$355K +4,130 New
BFA
531
Bragg Financial Advisors
North Carolina
$323K -$204K -2,371 -37%
MA
532
MONECO Advisors
Connecticut
$322K -$5.51K -64 -2%
FFS
533
Founders Financial Securities
Maryland
$319K +$350K +4,066 New
TCBWMS
534
Texas Capital Bank Wealth Management Services
Texas
$318K
PFP
535
Paragon Financial Partners
California
$316K +$172 +2 +0%
VCA
536
Verdence Capital Advisors
Maryland
$316K +$17.5K +203 +5%
PIFP
537
Partners in Financial Planning
Virginia
$315K +$4.99K +58 +2%
BBA
538
BLB&B Advisors
Pennsylvania
$314K +$2.32K +27 +0.7%
BAM
539
Berkshire Asset Management
Pennsylvania
$312K
TP
540
Tranquility Partners
Tennessee
$312K
SFM
541
Signet Financial Management
New Jersey
$310K -$8K -93 -2%
WLIM
542
White Lighthouse Investment Management
Massachusetts
$310K +$25.8K +300 +8%
GG
543
Gofen & Glossberg
Illinois
$306K +$336K +3,902 New
FA
544
Flagstar Advisors
New York
$306K +$335K +3,895 New
HCC
545
Hirtle Callaghan & Co
Pennsylvania
$305K -$2.4M -27,864 -88%
MIH
546
Meitav Investment House
Israel
$303K -$25.8K -300 -7%
9WM
547
9258 Wealth Management
Ohio
$303K -$5.59K -65 -2%
SIM
548
Stratos Investment Management
Ohio
$303K +$9.38K +109 +3%
RIA
549
Regal Investment Advisors
Michigan
$298K +$172 +2 +0.1%
HWMA
550
Heritage Wealth Management (Arizona)
Arizona
$298K +$324K +3,769 +11,778%

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.