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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
GC
651
Garde Capital
Washington
$163K
OC
652
Oakworth Capital
Alabama
$163K
BA
653
Ballast Advisors
Minnesota
$149K
AF
654
Affiance Financial
Minnesota
$147K
ASBI
655
American State Bank (Iowa)
Iowa
$143K -$449K -5,220 -74%
MCM
656
Mill Capital Management
North Carolina
$142K +$49.1K +570 +46%
BL
657
Balentine LLC
Georgia
$141K -$33K -384 -18%
SIC
658
Salem Investment Counselors
North Carolina
$140K
BFPW
659
BOK Financial Private Wealth
Colorado
$137K
HBT
660
Hills Bank & Trust
Iowa
$134K +$7.75K +90 +6%
CG
661
Cutler Group
California
$133K -$77.5K -900 -35%
HFS
662
HBC Financial Services
Washington
$133K
JWM
663
Janiczek Wealth Management
Colorado
$132K
SWM
664
Sugarloaf Wealth Management
Georgia
$131K
EDRH
665
Edmond de Rothschild Holding
Switzerland
$131K +$33.8K +393 +31%
FCA
666
FinTrust Capital Advisors
South Carolina
$127K
IBOK
667
Independence Bank of Kentucky
Kentucky
$124K -$17.2K -200 -11%
Deutsche Bank
668
Deutsche Bank
Germany
$123K -$24.6K -286 -15%
SIS
669
Sound Income Strategies
Florida
$123K -$16.8K -195 -11%
CHC
670
City Holding Co
West Virginia
$123K -$1.72K -20 -1%
AIM
671
Acropolis Investment Management
Missouri
$123K
DSC
672
Duncker Streett & Co
Missouri
$121K
HBW
673
Hazlett, Burt & Watson
West Virginia
$120K
PLU
674
Performa Ltd (US)
South Carolina
$113K
VCM
675
Vigilant Capital Management
Maine
$110K +$120K +1,400 New

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.