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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
SN
701
Sittner & Nelson
Oregon
$63K
CTA
702
Colonial Trust Advisors
South Carolina
$63K +$68.9K +800 New
ADL
703
Asset Dedication LLC
California
$62K +$67K +778 New
NIC
704
Northwest Investment Counselors
Oregon
$62K +$68.2K +792 New
WB
705
Webster Bank
Connecticut
$59K
HDIM
706
Hanson & Doremus Investment Management
Vermont
$57K
HR
707
Howe & Rusling
New York
$57K
First Manhattan
708
First Manhattan
New York
$56K
DMKJ
709
David M. Knott Jr
$55K
NSIM
710
North Star Investment Management
Illinois
$54K
PB
711
Pinnacle Bancorp
Nebraska
$54K
GI
712
Gradient Investments
Minnesota
$54K +$9.47K +110 +19%
SFC
713
SYM Financial Corp
Indiana
$53K -$516 -6 -0.9%
GG
714
Gleason Group
Kentucky
$48K -$1.12K -13 -2%
CA
715
Crewe Advisors
Utah
$48K
EIP
716
Ellis Investment Partners
Pennsylvania
$47K -$6.97K -81 -12%
TF
717
Tompkins Financial
New York
$47K
CCP
718
Clarkston Capital Partners
Michigan
$46K
EWA
719
EverSource Wealth Advisors
Alabama
$45K +$3.19K +37 +7%
SC
720
Stephens Consulting
Michigan
$44.6K +$86 +1 +0.2%
OPW
721
Oxler Private Wealth
New York
$43.3K
GWANC
722
Guardian Wealth Advisors (North Carolina)
North Carolina
$43K
TH
723
TCTC Holdings
Texas
$43K
MFC
724
Mechanics Financial Corp
Ohio
$41K
RBC
725
Roble Belko & Company
Pennsylvania
$41K

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.