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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
FP
826
Financial Perspectives
Minnesota
$1.51K
TAM
827
Tucker Asset Management
Colorado
$634 -$1.39K -16 -67%
ONST
828
Old North State Trust
North Carolina
$295 +$174 +2 +100%
FGAM
829
Financial Gravity Asset Management
Texas
$239 -$1.92K -22 -22%
RDIA
830
RE Dickinson Investment Advisors
Iowa
$25
AAP
831
Arax Advisory Partners
Colorado
-$18.6M -184,777 Closed
GG
832
GenWealth Group
New Jersey
-$17M -169,634 Closed
MAC
833
Mason & Associates (California)
California
-$6.53M -64,984 Closed
PWS
834
Paragon Wealth Strategies
Florida
-$3.74M -37,236 Closed
WDL
835
Well Done LLC
Michigan
-$1.7M -16,909 Closed
FFA
836
Freedman Financial Associates
Massachusetts
-$1.61M -15,742 Closed
TWM
837
Tradition Wealth Management
Minnesota
-$1.46M -14,508 Closed
PAG
838
Paladin Advisory Group
Iowa
-$646K -7,417 Closed
AFP
839
Ausdal Financial Partners
Iowa
-$717K -7,138 Closed
LFA
840
Legacy Financial Advisors
Kentucky
-$709K -7,052 Closed
Federated Hermes
841
Federated Hermes
Pennsylvania
-$658K -6,549 Closed
MP
842
McDonald Partners
Ohio
-$549K -5,458 Closed
LA
843
Latitude Advisors
Florida
-$520K -5,169 Closed
FA
844
Flagstar Advisors
New York
-$428K -4,259 Closed
ZIM
845
Zacks Investment Management
Illinois
-$349K -3,472 Closed
OWM
846
OneAscent Wealth Management
Alabama
-$343K -3,416 Closed
SKK
847
Shepherd Kaplan Krochuk
Massachusetts
-$340K -3,383 Closed
WMA
848
West Michigan Advisors
Michigan
-$339K -3,375 Closed
PWM
849
PRW Wealth Management
Massachusetts
-$334K -3,325 Closed
IGWM
850
ICA Group Wealth Management
Colorado
-$287K -3,310 Closed

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.