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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
ECG
701
Edge Capital Group
Georgia
$85K +$93.1K +1,069 New
POIA
702
Pin Oak Investment Advisors
Texas
$80K +$11K +126 +14%
BFO
703
Biltmore Family Office
North Carolina
$79K
EWM
704
Evermay Wealth Management
Virginia
$79K
MIFH
705
Migdal Insurance & Financial Holdings
Israel
$78K
KTC
706
Kistler-Tiffany Companies
Pennsylvania
$76K
WOSD
707
WFA of San Diego
California
$76K +$83.4K +958 New
MPCG
708
Matrix Private Capital Group
New York
$74K
Barclays
709
Barclays
United Kingdom
$73K
BFEC
710
Benjamin F. Edwards & Company
Missouri
$72K +$5.83K +67 +8%
FFA
711
Founders Financial Alliance
North Carolina
$67K +$51.6K +592 +231%
PA
712
PSI Advisors
Florida
$66K +$87 +1 +0.1%
JGIA
713
Jackson Grant Investment Advisers
Connecticut
$65K +$87 +1 +0.1%
CWP
714
Concord Wealth Partners
Virginia
$63K -$958 -11 -1%
SN
715
Sittner & Nelson
Oregon
$63K
WB
716
Webster Bank
Connecticut
$59K
HDIM
717
Hanson & Doremus Investment Management
Vermont
$58K
HR
718
Howe & Rusling
New York
$58K
CIAS
719
Capital Investment Advisory Services
North Carolina
$58K +$56.2K +645 +750%
First Manhattan
720
First Manhattan
New York
$57K +$63K +723 New
NSIM
721
North Star Investment Management
Illinois
$55K
DMKJ
722
David M. Knott Jr
$55K +$60.5K +695 New
PB
723
Pinnacle Bancorp
Nebraska
$54K
SIAP
724
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K
EIP
725
Ellis Investment Partners
Pennsylvania
$54K +$87 +1 +0.1%

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.