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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
RIM
676
Rockbridge Investment Management
New York
$128K -$65.3K -750 -32%
HBT
677
Hills Bank & Trust
Iowa
$128K +$36.1K +414 +35%
CHC
678
City Holding Co
West Virginia
$126K
AIM
679
Acropolis Investment Management
Missouri
$124K -$13.4K -154 -9%
DSC
680
Duncker Streett & Co
Missouri
$122K
HBW
681
Hazlett, Burt & Watson
West Virginia
$121K
PLU
682
Performa Ltd (US)
South Carolina
$114K +$11.1K +127 +10%
SWA
683
SOA Wealth Advisors
New York
$110K +$87 +1 +0.1%
EK
684
Evensky & Katz
Florida
$107K +$174 +2 +0.1%
SC
685
Sierra Capital
Florida
$105K +$12.4K +142 +12%
BBHC
686
Brown Brothers Harriman & Co
New York
$103K
TCOV
687
Trust Company of Vermont
Vermont
$103K +$114K +1,306 New
EDRH
688
Edmond de Rothschild Holding
Switzerland
$101K
BTI
689
Blue Trust Inc
Georgia
$101K +$87.8K +1,008 New
1IA
690
1834 Investment Advisors
Wisconsin
$100K +$31.5K +362 +40%
MCM
691
Mill Capital Management
North Carolina
$99K
BWL
692
Bogart Wealth LLC
Virginia
$96K -$9.06K -104 -8%
TC
693
Trust Company
Kansas
$96K
TFP
694
Tilia Fiduciary Partners
North Carolina
$93K
OSAM
695
O'Shaughnessy Asset Management
Connecticut
$92K +$9.84K +113 +11%
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$92K +$29.3K +336 +41%
CFD
697
Creative Financial Designs
Indiana
$90K +$87 +1 +0.1%
RG
698
Retirement Group
California
$88K -$7.84K -90 -7%
CBT
699
CoreFirst Bank & Trust
Kansas
$87K
MA
700
Montag & Associates
Georgia
$85K

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.