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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
NEWAS
626
N.E.W. Advisory Services
Wisconsin
$208K
KP
627
Keel Point
Alabama
$207K -$12.9K -150 -5%
DAS
628
Dynamic Advisor Solutions
Arizona
$207K -$86 -1 -0%
FIM
629
Fernwood Investment Management
Massachusetts
$207K
YIA
630
YHB Investment Advisors
Connecticut
$207K +$227K +2,633 New
AWE
631
Avidian Wealth Enterprises
Texas
$205K -$2.32K -27 -1%
CF
632
Centaurus Financial
California
$205K +$1.21K +14 +0.5%
MCWA
633
Meadow Creek Wealth Advisors
Georgia
$204K
PSF
634
Pacific Sun Financial
California
$204K
PFBT
635
Parkside Financial Bank & Trust
Missouri
$204K +$10.4K +121 +5%
OAM
636
Oppenheimer Asset Management
New York
$203K +$223K +2,588 New
HWM
637
HB Wealth Management
Georgia
$202K -$31.6K -367 -12%
IP
638
Ignite Planners
California
$202K -$5.51K -64 -2%
CFS
639
CRA Financial Services
New Jersey
$202K
SC
640
Scotia Capital
Ontario, Canada
$202K
TA
641
TrueWealth Advisors
Alabama
$200K
ST
642
Smithfield Trust
Pennsylvania
$187K
TFS
643
TrustCore Financial Services
Tennessee
$184K -$345K -4,014 -63%
WB
644
West Bancorporation
Iowa
$179K
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$178K
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$173K
AIM
647
Arcadia Investment Management
Michigan
$171K
AIA
648
Arcadia Investment Advisors
Idaho
$170K -$29.8K -346 -14%
DIP
649
DT Investment Partners
Pennsylvania
$167K +$183K +2,124 New
CA
650
Clearstead Advisors
Ohio
$166K -$1.17M -13,556 -86%

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.