We are live on ! Find out more
IWP icon

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
WBC
751
West Branch Capital
Massachusetts
$20K +$86 +1 +0.4%
M
752
MOTCO
Texas
$19K -$36K -418 -63%
BCMLT
753
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K -$172 -2 -0.8%
LWP
754
Lumature Wealth Partners
Georgia
$19K
MWM
755
Mascoma Wealth Management
New Hampshire
$19K
WT
756
Washington Trust
Rhode Island
$18K
AWM
757
Accel Wealth Management
Iowa
$18K +$15.5K +180 +545%
TSWM
758
Tyler-Stone Wealth Management
Ohio
$17K -$223K -2,596 -92%
GWSG
759
GPS Wealth Strategies Group
Colorado
$17K -$19.5K -227 -51%
RWA
760
RGT Wealth Advisors
Texas
$17K
RA
761
Rise Advisors
New York
$17K
WWM
762
Wolff Wiese Magana
California
$17K
Bank of Montreal
763
Bank of Montreal
Ontario, Canada
$16.9K -$18.2K -211 -0.2%
GEA
764
Glen Eagle Advisors
New Jersey
$16.6K
GIA
765
Goodwin Investment Advisory
Georgia
$16K -$2.93K -34 -14%
AFG
766
Albion Financial Group
Utah
$16K
RMC
767
Resources Management Corp
Connecticut
$16K
AFIA
768
America First Investment Advisors
Nebraska
$16K +$17.4K +202 New
RP
769
Rice Partnership
Hawaii
$15K
JWA
770
JFS Wealth Advisors
Pennsylvania
$14K
BLC
771
Brown, Lisle/Cummings
Rhode Island
$13.3K
IFAM
772
Institutional & Family Asset Management
Colorado
$13K
NSB
773
Norway Savings Bank
Maine
$13K
TWA
774
TCI Wealth Advisors
Arizona
$13K
LWA
775
Lowe Wealth Advisors
Maryland
$12K

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.