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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
LC
601
LCNB Corp
Ohio
$232K -$113K -1,310 -31%
DWT
602
Dorsey & Whitney Trust
South Dakota
$231K +$254K +2,950 New
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$230K +$1.29K +15 +0.5%
DJYG
604
David J. Yvars Group
Florida
$228K
Wealthfront Advisers
605
Wealthfront Advisers
California
$228K +$5.77K +67 +2%
RIM
606
Regent Investment Management
Kentucky
$227K
WLPWM
607
Walled Lake Planning & Wealth Management
Illinois
$227K +$12.1K +141 +5%
VWA
608
Visionary Wealth Advisors
Illinois
$225K -$3.62K -42 -1%
VCP
609
Vista Capital Partners
Oregon
$224K
OIA
610
OneDigital Investment Advisors
Kansas
$224K +$14.7K +171 +6%
CG
611
Caprock Group
Idaho
$223K +$430 +5 +0.2%
KL
612
KilterHowling LLC
Colorado
$222K
BDF
613
Balasa Dinverno & Foltz
$222K
FFC
614
First Financial Corp
Indiana
$222K
NHC
615
Nicholas Hoffman & Company
Georgia
$221K
PP
616
Prosperity Planning
Missouri
$221K +$243K +2,822 New
SRC
617
Sage Rhino Capital
California
$220K
PCM
618
Parsons Capital Management
Rhode Island
$219K
FF
619
Fluent Financial
Texas
$217K -$65.2K -758 -22%
BB
620
Busey Bank
Illinois
$216K +$3.1K +36 +1%
1WM
621
1900 Wealth Management
Texas
$215K +$236K +2,737 New
IA
622
IFG Advisory
Georgia
$214K +$236K +2,739 New
SWM
623
SeaCrest Wealth Management
New York
$213K
DIA
624
Dana Investment Advisors
Wisconsin
$212K +$233K +2,705 New
CS
625
Comerica Securities
Michigan
$209K -$75.5K -877 -25%

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.