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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
SFC
726
SYM Financial Corp
Indiana
$54K +$610 +7 +1%
M
727
MOTCO
Texas
$53K
CCM
728
Covington Capital Management
California
$53K +$24.6K +282 +72%
RE
729
RBC Europe
United Kingdom
$50K
GG
730
Gleason Group
Kentucky
$50K +$1.31K +15 +2%
PPWM
731
PFG Private Wealth Management
Florida
$50K +$5.92K +68 +12%
CA
732
Crewe Advisors
Utah
$48K
TF
733
Tompkins Financial
New York
$48K
William Blair Investment Management
734
William Blair Investment Management
Illinois
$48K +$32K +368 +153%
CCP
735
Clarkston Capital Partners
Michigan
$46K
GI
736
Gradient Investments
Minnesota
$46K +$28.9K +332 +132%
SC
737
Stephens Consulting
Michigan
$44.9K +$87 +1 +0.2%
TH
738
TCTC Holdings
Texas
$44K
SWA
739
Sutton Wealth Advisors
Florida
$43.4K
ACA
740
Aptus Capital Advisors
Alabama
$43K +$47.5K +546 New
GWANC
741
Guardian Wealth Advisors (North Carolina)
North Carolina
$43K +$47.5K +546 New
RBC
742
Roble Belko & Company
Pennsylvania
$42K
EWA
743
EverSource Wealth Advisors
Alabama
$42K +$87 +1 +0.2%
SAM
744
S.A. Mason
Michigan
$41K -$7.84K -90 -15%
BONH
745
Bank of New Hampshire
New Hampshire
$41K
MFC
746
Mechanics Financial Corp
Ohio
$41K
PCG
747
Private Capital Group
Connecticut
$40K -$151K -1,729 -78%
HWM
748
Horizons Wealth Management
North Carolina
$40K +$37.1K +426 New
GWS
749
Glassman Wealth Services
Virginia
$39K
CMP
750
Coston McIsaac & Partners
Maine
$39K +$42.3K +486 New

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.