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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
KL
626
KilterHowling LLC
Colorado
$224K +$348 +4 +0.1%
BDF
627
Balasa Dinverno & Foltz
$224K +$246K +2,827 New
NHC
628
Nicholas Hoffman & Company
Georgia
$223K
SRC
629
Sage Rhino Capital
California
$223K
TSWM
630
Tyler-Stone Wealth Management
Ohio
$223K
PCM
631
Parsons Capital Management
Rhode Island
$221K
KA
632
Kovack Advisors
Florida
$220K -$5.4K -62 -2%
WLPWM
633
Walled Lake Planning & Wealth Management
Illinois
$218K +$38.8K +445 +19%
LA
634
LexAurum Advisors
Kansas
$218K +$240K +2,752 New
BBP
635
Banco BTG Pactual
Brazil
$217K +$239K +2,744 New
BB
636
Busey Bank
Illinois
$216K
SWM
637
SeaCrest Wealth Management
New York
$215K -$33.5K -385 -12%
IP
638
Ignite Planners
California
$214K
OIA
639
OneDigital Investment Advisors
Kansas
$213K +$2.87K +33 +1%
NEWAS
640
N.E.W. Advisory Services
Wisconsin
$210K +$231K +2,648 New
AWE
641
Avidian Wealth Enterprises
Texas
$209K -$2.13M -24,442 -90%
FIM
642
Fernwood Investment Management
Massachusetts
$209K -$34.8K -400 -13%
DAS
643
Dynamic Advisor Solutions
Arizona
$209K +$697 +8 +0.3%
CF
644
Centaurus Financial
California
$206K -$20K -230 -8%
MCWA
645
Meadow Creek Wealth Advisors
Georgia
$206K
PSF
646
Pacific Sun Financial
California
$206K +$1.13K +13 +0.5%
CG
647
Cutler Group
California
$206K +$139K +1,601 +160%
CFS
648
CRA Financial Services
New Jersey
$204K +$6.88K +79 +3%
SC
649
Scotia Capital
Ontario, Canada
$204K +$224K +2,576 New
BWM
650
BT Wealth Management
Georgia
$202K

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.