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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
TYCC
601
Texas Yale Capital Corp
Florida
$245K
FMN
602
Financial Management Network
California
$244K
IC
603
Intersect Capital
California
$241K -$42.8K -491 -14%
PFG
604
Peterson Financial Group
Iowa
$240K -$9.06K -104 -3%
CAMG
605
CWA Asset Management Group
Florida
$238K -$1.39K -16 -0.5%
SMA
606
Sage Mountain Advisors
Georgia
$238K
AWM
607
Apollon Wealth Management
South Carolina
$237K -$111K -1,269 -30%
EL
608
EMFO LLC
Florida
$237K
SFA
609
Sequoia Financial Advisors
Ohio
$237K +$1.31K +15 +0.5%
PWP
610
Perfromance Wealth Partners
Illinois
$236K
HWM
611
HB Wealth Management
Georgia
$233K
RC
612
Rovin Capital
Arizona
$232K +$20K +230 +9%
FLPIM
613
F.L. Putnam Investment Management
Massachusetts
$231K
RIM
614
Regent Investment Management
Kentucky
$230K
VWA
615
Visionary Wealth Advisors
Illinois
$230K +$3.66K +42 +1%
DJYG
616
David J. Yvars Group
Florida
$228K
CWM
617
CCG Wealth Management
California
$227K
SFS
618
Stiles Financial Services
Minnesota
$227K
BTWM
619
Baker Tilly Wealth Management
Wisconsin
$226K -$13.1K -150 -5%
SW
620
SkyOak Wealth
Michigan
$226K -$1.22K -14 -0.5%
TPA
621
Trivium Point Advisory
Connecticut
$226K
VCP
622
Vista Capital Partners
Oregon
$226K
FFC
623
First Financial Corp
Indiana
$225K -$15.9K -183 -6%
CG
624
Caprock Group
Idaho
$225K -$14.5K -167 -6%
Wealthfront Advisers
625
Wealthfront Advisers
California
$225K +$60.1K +690 +32%

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.