We are live on ! Find out more
IWP icon

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
AIA
551
Armor Investment Advisors
North Carolina
$296K
DI
552
DAGCO Inc
Ohio
$295K -$22.5K -261 -6%
MC
553
Middleton & Co
Massachusetts
$293K
AW
554
ACG Wealth
Georgia
$292K -$3.01K -35 -0.9%
SCA
555
Sage Capital Advisors
South Dakota
$292K
ONST
556
Old North State Trust
North Carolina
$292K +$321K +3,724 +93,100%
LRPA
557
L. Roy Papp & Associates
Arizona
$291K
ZIM
558
Zacks Investment Management
Illinois
$290K +$318K +3,693 New
BP
559
Ballentine Partners
Massachusetts
$288K -$2.07M -24,070 -87%
SCA
560
St. Clair Advisors
Ohio
$287K
CSWM
561
Cassady Schiller Wealth Management
Ohio
$284K -$3.44K -40 -1%
UWPG
562
Ullmann Wealth Partners Group
Florida
$284K +$430 +5 +0.1%
HF
563
Halpern Financial
Virginia
$282K
HA
564
HFG Advisors
Ohio
$282K
NAS
565
Nicolet Advisory Services
Wisconsin
$281K -$5.94K -69 -2%
MWM
566
McNaughton Wealth Management
California
$273K -$28.6K -332 -9%
MMPW
567
Mitchell McLeod Pugh & Williams
Alabama
$270K +$17K +197 +6%
WIM
568
Wittenberg Investment Management
Massachusetts
$269K
HCM
569
HMS Capital Management
Tennessee
$265K -$560K -6,512 -66%
CAAS
570
Capital Asset Advisory Services
Michigan
$265K -$11.6K -135 -4%
AMM
571
American Money Management
California
$264K -$3.7K -43 -1%
Luther King Capital Management (LKCM)
572
Luther King Capital Management (LKCM)
Texas
$263K
QCG
573
Quadrant Capital Group
Ohio
$262K -$442K -5,140 -61%
WPC
574
White Pine Capital
Minnesota
$261K -$32.7K -380 -10%
DDC
575
DF Dent & Co
Maryland
$259K +$284K +3,300 New

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.