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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
JPLA
801
Joseph P. Lucia & Associates
New York
$8K
MTIC
802
Missouri Trust & Investment Company
Missouri
$8K
TCWM
803
Total Clarity Wealth Management
Illinois
$8K +$8.53K +98 New
FDCDDQ
804
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.92K
BC
805
Burleson & Co
California
$7K -$2.7K -31 -26%
TF
806
TimeScale Financial
Massachusetts
$7K
CFFP
807
Center for Financial Planning
Michigan
$7K +$87 +1 +1%
CWM
808
Castle Wealth Management
Florida
$7K +$7.84K +90 New
FMB
809
Field & Main Bank
Kentucky
$7K +$7.84K +90 New
ZIG
810
Zullo Investment Group
Pennsylvania
$6K
CWC
811
Carolinas Wealth Consulting
North Carolina
$5K
DAC
812
Dividend Assets Capital
South Carolina
$5K
HFA
813
HC Financial Advisors
California
$5K
LFA
814
Level Financial Advisors
New York
$5K
LDFR
815
Lehman & Derafelo Financial Resources
Pennsylvania
$5K +$5.05K +58 New
OLVIG
816
Oliver Lagore Vanvalin Investment Group
Michigan
$4K
BW
817
Bison Wealth
Georgia
$4K +$4.09K +47 New
AIM
818
Anchor Investment Management
South Carolina
$3.64K
WAM
819
Worth Asset Management
Texas
$3K -$14.5K -166 -80%
AWM
820
Accel Wealth Management
Iowa
$3K
AIP
821
Ahrens Investment Partners
Louisiana
$3K
HWMA
822
Heritage Wealth Management (Arizona)
Arizona
$2.54K
MSFP
823
Mark Sheptoff Financial Planning
Connecticut
$2K
SWM
824
Selective Wealth Management
Virginia
$2K
TA
825
Tectonic Advisors
Texas
$2K

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.