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
CPA
776
Cardiff Park Advisors
California
$11K
TCWA
777
Ten Capital Wealth Advisors
Washington
$11K
FAM
778
Fred Alger Management
New York
$10K -$985K -11,444 -99%
NMG
779
New Millennium Group
Utah
$10K -$602 -7 -5%
M1FG
780
Mach-1 Financial Group
Arkansas
$10K
PP
781
PrairieView Partners
Minnesota
$10K
SBL
782
Sargent Bickham Lagudis
Colorado
$10K
CBT
783
Central Bank & Trust
Kentucky
$10K +$10.7K +124 New
NFSG
784
Newbridge Financial Services Group
Florida
$9K
KC
785
Kenfarb & Co
Kentucky
$9K +$10.3K +120 New
CSB
786
City State Bank
Iowa
$8K
HS
787
Horan Securities
United States
$8K
IRC
788
Investors Research Corp
Georgia
$8K
MTIC
789
Missouri Trust & Investment Company
Missouri
$8K
FDCDDQ
790
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.84K
ACM
791
Absolute Capital Management
Pennsylvania
$7.29K +$7.92K +92 New
CIAS
792
Capital Investment Advisory Services
North Carolina
$7K -$55.5K -645 -88%
CWM
793
Castle Wealth Management
Florida
$7K
CFFP
794
Center for Financial Planning
Michigan
$7K
FMB
795
Field & Main Bank
Kentucky
$7K
TF
796
TimeScale Financial
Massachusetts
$7K
PPWM
797
PFG Private Wealth Management
Florida
$6K -$48.3K -561 -89%
WFA
798
Wipfli Financial Advisors
Wisconsin
$6K +$6.54K +76 New
CWC
799
Carolinas Wealth Consulting
North Carolina
$5K
DAC
800
Dividend Assets Capital
South Carolina
$5K

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.