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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
BCI
51
Brinker Capital Investments
Pennsylvania
$21.6M -$5.07M -58,860 -18%
TWM
52
Tolleson Wealth Management
Texas
$21.5M +$695K +8,073 +3%
CMA
53
Cedar Mountain Advisors
Oregon
$21.5M +$123K +1,425 +0.5%
RFA
54
RTD Financial Advisors
Pennsylvania
$21.2M +$78.8K +916 +0.3%
CFB
55
Cullen/Frost Bankers
Texas
$21.2M +$5.25M +61,001 +29%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$20.3M -$163K -1,893 -0.7%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$19.7M -$316K -3,668 -1%
CAM
58
Congress Asset Management
Massachusetts
$19.1M -$7.72M -89,696 -27%
KAS
59
Kestra Advisory Services
Texas
$18.9M +$934K +10,855 +5%
HighTower Advisors
60
HighTower Advisors
Illinois
$18.7M -$97.9K -1,138 -0.5%
IIC
61
Integrated Investment Consultants
Michigan
$18.1M -$611K -7,099 -3%
BCIM
62
Bishop & Co Investment Management
Pennsylvania
$18.1M +$465K +5,407 +2%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$17.1M +$331K +3,850 +2%
OCM
64
One Capital Management
California
$16.5M +$927K +10,769 +5%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$16M -$2.03M -23,598 -10%
MML Investors Services
66
MML Investors Services
Massachusetts
$16M +$1.07M +12,486 +7%
HFS
67
Hantz Financial Services
Michigan
$15.9M -$667K -7,755 -4%
BPWM
68
Badgley Phelps Wealth Managers
Washington
$15.3M +$327K +3,795 +2%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$15.2M +$2.79M +32,398 +20%
FC
70
Forte Capital
New York
$15.1M -$573K -6,655 -3%
APP
71
Avantax Planning Partners
Iowa
$14.4M +$2.83M +32,933 +22%
Kayne Anderson Rudnick Investment Management
72
Kayne Anderson Rudnick Investment Management
California
$14.3M +$9.89M +114,868 +170%
CA
73
Cetera Advisors
Colorado
$13.7M -$1.1M -12,828 -7%
PAG
74
Private Advisor Group
New Jersey
$13.6M +$1.57M +18,282 +12%
FIBT
75
First International Bank & Trust
North Dakota
$13M +$902K +10,479 +7%

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.