We are live on ! Find out more
IWP icon

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
FF
576
Fluent Financial
Texas
$279K -$871 -10 -0.3%
AA
577
Argent Advisors
Louisiana
$273K -$86.2K -990 -22%
WIM
578
Wittenberg Investment Management
Massachusetts
$271K +$211K +2,418 +240%
AMM
579
American Money Management
California
$270K -$59.1K -679 -17%
Susquehanna International Group
580
Susquehanna International Group
Pennsylvania
$261K -$6.93M -79,632 -96%
OA
581
Oxbow Advisors
Texas
$260K
KP
582
Keel Point
Alabama
$258K +$42.5K +488 +21%
MMPW
583
Mitchell McLeod Pugh & Williams
Alabama
$257K
PWM
584
Perigon Wealth Management
California
$254K +$12.2K +140 +5%
Fiera Capital (Canada)
585
Fiera Capital (Canada)
Quebec, Canada
$253K
CHJWM
586
Carlton Hofferkamp & Jenks Wealth Management
Texas
$252K -$2.44K -28 -0.9%
AWM
587
Avior Wealth Management
Nebraska
$252K +$10.9K +125 +4%
MAM
588
Madison Asset Management
Wisconsin
$248K
GFP
589
Gryphon Financial Partners
Ohio
$248K +$87 +1 +0%
BC
590
Barnett & Company
Tennessee
$248K +$27.5K +316 +11%
AA
591
Ancora Advisors
Ohio
$247K -$26K -298 -9%
BCM
592
Bourgeon Capital Management
Connecticut
$247K
PCA
593
Pallas Capital Advisors
Massachusetts
$247K +$871 +10 +0.3%
Westfield Capital Management
594
Westfield Capital Management
Massachusetts
$247K +$272K +3,120 New
CAL
595
Capital Advisors Ltd
Ohio
$246K
WA
596
WealthTrust Axiom
Pennsylvania
$246K
RWG
597
Regal Wealth Group
California
$246K +$348 +4 +0.1%
CFA
598
Cahill Financial Advisors
Minnesota
$246K +$435 +5 +0.2%
ACM
599
AlphaStar Capital Management
North Carolina
$246K +$22.8K +262 +9%
KIG
600
Kowal Investment Group
Wisconsin
$245K -$102K -1,175 -28%

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.