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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
SWA
676
SOA Wealth Advisors
New York
$109K
EK
677
Evensky & Katz
Florida
$106K
HGERS
678
Householder Group Estate & Retirement Specialist
Arizona
$106K +$116K +1,351 New
BBHC
679
Brown Brothers Harriman & Co
New York
$102K
TCOV
680
Trust Company of Vermont
Vermont
$98K -$5.16K -60 -5%
TC
681
Trust Company
Kansas
$96K
CCM
682
Covington Capital Management
California
$92K +$42.7K +496 +74%
BWL
683
Bogart Wealth LLC
Virginia
$91K -$4.82K -56 -5%
TFP
684
Tilia Fiduciary Partners
North Carolina
$91K
CFD
685
Creative Financial Designs
Indiana
$90K
CBT
686
CoreFirst Bank & Trust
Kansas
$86K
MA
687
Montag & Associates
Georgia
$84K
OSAM
688
O'Shaughnessy Asset Management
Connecticut
$81K -$10.9K -127 -11%
POIA
689
Pin Oak Investment Advisors
Texas
$79K
BFO
690
Biltmore Family Office
North Carolina
$78K
EWM
691
Evermay Wealth Management
Virginia
$78K
ACA
692
Aptus Capital Advisors
Alabama
$78K +$39.1K +454 +83%
AssetMark Inc
693
AssetMark Inc
California
$77K +$84.4K +981 New
BTI
694
Blue Trust Inc
Georgia
$72K -$8.69K -101 -10%
Barclays
695
Barclays
United Kingdom
$72K
KTC
696
Kistler-Tiffany Companies
Pennsylvania
$71K -$4.56K -53 -5%
MPCG
697
Matrix Private Capital Group
New York
$71K -$2.41K -28 -3%
BFEC
698
Benjamin F. Edwards & Company
Missouri
$66K -$5.77K -67 -7%
JGIA
699
Jackson Grant Investment Advisers
Connecticut
$65K +$172 +2 +0.2%
PA
700
PSI Advisors
Florida
$65K +$172 +2 +0.2%

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.