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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
BONH
726
Bank of New Hampshire
New Hampshire
$40K
SAM
727
S.A. Mason
Michigan
$40K
GWS
728
Glassman Wealth Services
Virginia
$39K
CMP
729
Coston McIsaac & Partners
Maine
$38K
RCM
730
Raleigh Capital Management
North Carolina
$38K +$86 +1 +0.2%
AIC
731
Archer Investment Corporation
Indiana
$35.6K
FF
732
FourThought Financial
Florida
$35K +$86 +1 +0.2%
MAM
733
Meeder Asset Management
Ohio
$33K -$148K -1,723 -80%
EI
734
Ellevest Inc
New York
$33K
FWM
735
Focused Wealth Management
New York
$33K
HWM
736
Horizons Wealth Management
North Carolina
$33K
PCTC
737
Perkins Coie Trust Company
Washington
$33K
CHA
738
Carmichael Hill & Associates
Maryland
$32K
RIA
739
Realta Investment Advisors
Delaware
$30K +$33K +383 New
JFA
740
JNBA Financial Advisors
Minnesota
$29K -$5.08K -59 -14%
OIA
741
Optimum Investment Advisors
Illinois
$28K
RDIA
742
RE Dickinson Investment Advisors
Iowa
$25K
AAP
743
Arax Advisory Partners
Colorado
$25K +$27.4K +318 New
HCP
744
Hexagon Capital Partners
Arkansas
$25K +$27.9K +324 New
ANBT
745
American National Bank & Trust
Texas
$24K
DWMG
746
DB Wealth Management Group
California
$23K
National Bank of Canada
747
National Bank of Canada
Quebec, Canada
$23K
CWA
748
Clearview Wealth Advisors
Oregon
$22K
HI
749
Hudock Inc
Pennsylvania
$21K
FFA
750
Founders Financial Alliance
North Carolina
$20K -$51K -592 -70%

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.