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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
RCM
751
Raleigh Capital Management
North Carolina
$38K +$87 +1 +0.2%
GWSG
752
GPS Wealth Strategies Group
Colorado
$36K
AIC
753
Archer Investment Corporation
Indiana
$36K
FF
754
FourThought Financial
Florida
$35K +$87 +1 +0.2%
JFA
755
JNBA Financial Advisors
Minnesota
$34K
FWM
756
Focused Wealth Management
New York
$33K
PCTC
757
Perkins Coie Trust Company
Washington
$33K
EI
758
Ellevest Inc
New York
$33K +$12.6K +145 +53%
CHA
759
Carmichael Hill & Associates
Maryland
$32K
OIA
760
Optimum Investment Advisors
Illinois
$28K
ANBT
761
American National Bank & Trust
Texas
$24K
BCMLT
762
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K
National Bank of Canada
763
National Bank of Canada
Quebec, Canada
$24K
DWMG
764
DB Wealth Management Group
California
$23K -$65.2K -749 -72%
CWA
765
Clearview Wealth Advisors
Oregon
$22K
HI
766
Hudock Inc
Pennsylvania
$21K
MWM
767
Mascoma Wealth Management
New Hampshire
$20K
WBC
768
West Branch Capital
Massachusetts
$20K
CA
769
CoreCap Advisors
Michigan
$20K +$22.1K +254 New
LWP
770
Lumature Wealth Partners
Georgia
$19K
GIA
771
Goodwin Investment Advisory
Georgia
$18.9K +$20.8K +239 New
RA
772
Rise Advisors
New York
$18K
WT
773
Washington Trust
Rhode Island
$18K
RWA
774
RGT Wealth Advisors
Texas
$17K
WWM
775
Wolff Wiese Magana
California
$17K

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.