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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
CSPIA
551
Cary Street Partners Investment Advisory
Virginia
$308K +$338K +3,886 New
VCA
552
Verdence Capital Advisors
Maryland
$303K -$470K -5,398 -59%
MWM
553
McNaughton Wealth Management
California
$302K -$28.7K -330 -8%
RIA
554
Regal Investment Advisors
Michigan
$301K +$174 +2 +0.1%
JSW
555
Journey Strategic Wealth
New Jersey
$301K +$331K +3,801 New
NAS
556
Nicolet Advisory Services
Wisconsin
$300K +$6.1K +70 +2%
AIA
557
Armor Investment Advisors
North Carolina
$299K
SIM
558
Stratos Investment Management
Ohio
$298K -$21.4K -246 -6%
AW
559
ACG Wealth
Georgia
$298K
FA
560
Fermata Advisors
California
$298K +$57.3K +658 +21%
MC
561
Middleton & Co
Massachusetts
$296K
SCA
562
Sage Capital Advisors
South Dakota
$295K
LRPA
563
L. Roy Papp & Associates
Arizona
$294K +$87 +1 +0%
WPC
564
White Pine Capital
Minnesota
$293K +$17.4K +200 +6%
PMFA
565
Plante Moran Financial Advisors
Michigan
$291K +$55.7K +640 +21%
CSWM
566
Cassady Schiller Wealth Management
Ohio
$290K -$132K -1,514 -29%
SI
567
Saxon Interests
Texas
$290K +$319K +3,665 New
SCA
568
St. Clair Advisors
Ohio
$290K
WLIM
569
White Lighthouse Investment Management
Massachusetts
$289K +$13.1K +150 +4%
UWPG
570
Ullmann Wealth Partners Group
Florida
$286K
HA
571
HFG Advisors
Ohio
$285K
HF
572
Halpern Financial
Virginia
$285K
HCM
573
Hollencrest Capital Management
California
$281K
CS
574
Comerica Securities
Michigan
$280K -$168K -1,926 -35%
CAAS
575
Capital Asset Advisory Services
Michigan
$279K -$19.6K -225 -6%

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.