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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
TA
651
TrueWealth Advisors
Alabama
$202K
IIC
652
Ironwood Investment Counsel
Arizona
$200K -$24.1K -277 -12%
AIA
653
Arcadia Investment Advisors
Idaho
$199K -$156K -1,790 -42%
PFBT
654
Parkside Financial Bank & Trust
Missouri
$196K -$53.7K -617 -20%
ST
655
Smithfield Trust
Pennsylvania
$190K -$26.6K -306 -11%
WB
656
West Bancorporation
Iowa
$181K -$26.2K -301 -12%
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$179K -$63.2K -726 -24%
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$174K
BL
659
Balentine LLC
Georgia
$173K
AIM
660
Arcadia Investment Management
Michigan
$173K +$19.6K +225 +11%
MAM
661
Meeder Asset Management
Ohio
$170K +$135K +1,549 +261%
OC
662
Oakworth Capital
Alabama
$165K
GC
663
Garde Capital
Washington
$164K
CWM
664
Curi Wealth Management
North Carolina
$152K +$115K +1,315 +219%
BA
665
Ballast Advisors
Minnesota
$151K
AF
666
Affiance Financial
Minnesota
$148K -$113K -1,300 -41%
JWM
667
Janiczek Wealth Management
Colorado
$147K
Deutsche Bank
668
Deutsche Bank
Germany
$146K -$42.6K -489 -21%
SIC
669
Salem Investment Counselors
North Carolina
$142K
IBOK
670
Independence Bank of Kentucky
Kentucky
$141K -$9.58K -110 -6%
HFS
671
HBC Financial Services
Washington
$141K
SIS
672
Sound Income Strategies
Florida
$139K -$8.19K -94 -5%
BFPW
673
BOK Financial Private Wealth
Colorado
$139K +$153K +1,753 New
FCA
674
FinTrust Capital Advisors
South Carolina
$133K
SWM
675
Sugarloaf Wealth Management
Georgia
$132K

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.