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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
STA
576
Summit Trail Advisors
New York
$258K +$284K +3,295 New
OA
577
Oxbow Advisors
Texas
$257K
FMN
578
Financial Management Network
California
$255K
Fiera Capital (Canada)
579
Fiera Capital (Canada)
Quebec, Canada
$251K
PWM
580
Perigon Wealth Management
California
$251K
SFA
581
Sequoia Financial Advisors
Ohio
$250K +$17.2K +200 +7%
SW
582
SkyOak Wealth
Michigan
$248K +$26.9K +312 +11%
PWMAG
583
Pinnacle Wealth Management Advisory Group
New Jersey
$248K +$272K +3,160 New
PFA
584
Pure Financial Advisors
California
$246K -$251K -2,911 -48%
CHJWM
585
Carlton Hofferkamp & Jenks Wealth Management
Texas
$246K +$947 +11 +0.4%
AA
586
Ancora Advisors
Ohio
$245K
MAM
587
Madison Asset Management
Wisconsin
$245K
BCM
588
Bourgeon Capital Management
Connecticut
$244K
CAL
589
Capital Advisors Ltd
Ohio
$244K
WA
590
WealthTrust Axiom
Pennsylvania
$244K
KIG
591
Kowal Investment Group
Wisconsin
$243K +$689 +8 +0.3%
TYCC
592
Texas Yale Capital Corp
Florida
$242K
PMFA
593
Plante Moran Financial Advisors
Michigan
$238K -$55.1K -640 -17%
PCA
594
Pallas Capital Advisors
Massachusetts
$237K
SMA
595
Sage Mountain Advisors
Georgia
$235K
BFA
596
BMS Financial Advisors
South Dakota
$235K +$258K +2,998 New
AWM
597
Apollon Wealth Management
South Carolina
$234K
EL
598
EMFO LLC
Florida
$234K
PWP
599
Perfromance Wealth Partners
Illinois
$234K
BTWM
600
Baker Tilly Wealth Management
Wisconsin
$234K +$10.9K +127 +4%

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.