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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
RFA
51
RTD Financial Advisors
Pennsylvania
$21.4M +$2.13M +24,453 +10%
AWM
52
AE Wealth Management
Kansas
$21.3M -$2.18M -25,044 -9%
GW
53
GW & Wade
Massachusetts
$21.3M -$1.53M -17,546 -6%
TWM
54
Tolleson Wealth Management
Texas
$21.1M +$10.9M +124,651 +88%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$20.7M +$13.5M +154,622 +145%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$20.7M -$897K -10,297 -4%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$20.2M -$922K -10,586 -4%
HighTower Advisors
58
HighTower Advisors
Illinois
$18.9M +$418K +4,799 +2%
IIC
59
Integrated Investment Consultants
Michigan
$18.8M -$218K -2,507 -1%
KAS
60
Kestra Advisory Services
Texas
$18.2M +$4.22M +48,445 +27%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$18M -$949K -10,897 -5%
BCIM
62
Bishop & Co Investment Management
Pennsylvania
$17.8M -$217K -2,488 -1%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$17M +$848K +9,742 +5%
HFS
64
Hantz Financial Services
Michigan
$16.7M -$28.5K -327 -0.2%
CFB
65
Cullen/Frost Bankers
Texas
$16.6M +$6.38M +73,221 +54%
FC
66
Forte Capital
New York
$15.8M +$5.99M +68,743 +53%
OCM
67
One Capital Management
California
$15.8M +$1.45M +16,651 +9%
BPWM
68
Badgley Phelps Wealth Managers
Washington
$15.2M -$298K -3,425 -2%
MML Investors Services
69
MML Investors Services
Massachusetts
$15.1M +$767K +8,813 +5%
CA
70
Cetera Advisors
Colorado
$14.8M +$92.2K +1,059 +0.6%
JFGIW
71
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.1M +$13.7M +157,318 +768%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$12.8M -$1.07M -12,273 -7%
UB
73
UMB Bank
Missouri
$12.6M -$579K -6,652 -4%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$12.5M +$538K +6,178 +4%
BC
75
Bartlett & Co
Ohio
$12.5M +$538K +6,178 +4%

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.