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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
LDFR
801
Lehman & Derafelo Financial Resources
Pennsylvania
$5K
LFA
802
Level Financial Advisors
New York
$5K
OLVIG
803
Oliver Lagore Vanvalin Investment Group
Michigan
$4K
AIM
804
Anchor Investment Management
South Carolina
$3.61K
WAM
805
Worth Asset Management
Texas
$3K
RG
806
Retirement Group
California
$2K -$93.9K -1,091 -98%
TRCT
807
Tower Research Capital (TRC)
New York
$2K -$8.69K -101 -81%
MSFP
808
Mark Sheptoff Financial Planning
Connecticut
$2K
SWM
809
Selective Wealth Management
Virginia
$2K
TVWM
810
Tower View Wealth Management
Wisconsin
$2K +$2.58K +30 New
FP
811
Financial Perspectives
Minnesota
$1.5K
TAM
812
Tucker Asset Management
Colorado
$677
PWP
813
Principle Wealth Partners
Connecticut
$366
FGAM
814
Financial Gravity Asset Management
Texas
$236 -$86 -1 -1%
PA
815
Paragon Advisors
Texas
-$4.3M -54,266 Closed
NCMW
816
Northern Capital Management (Washington)
Washington
-$3.6M -45,393 Closed
Janus Henderson Group
817
Janus Henderson Group
United Kingdom
-$3.26M -41,167 Closed
JC
818
JB Capital
Connecticut
-$2.53M -31,914 Closed
NWA
819
New World Advisors
Massachusetts
-$2.3M -28,693 Closed
E
820
Ergoteles
New York
-$2.23M -28,205 Closed
AWM
821
Atticus Wealth Management
Florida
-$1.23M -15,473 Closed
TDWM
822
Topel & Distasi Wealth Management
California
-$1.01M -12,799 Closed
CBN
823
Cadence Bank NA
Texas
-$853K -10,771 Closed
FTUS
824
Flow Traders U.S.
New York
-$783K -9,884 Closed
GC
825
GFG Capital
Florida
-$585K -7,383 Closed

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.