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
OMC
826
Old Mission Capital
Illinois
-$583K -7,356 Closed
CCP
827
Corient Capital Partners
California
-$576K -7,274 Closed
LA
828
LVW Advisors
New York
-$517K -6,530 Closed
AFM
829
Andesa Financial Management
Pennsylvania
-$364K -4,593 Closed
RZH
830
Relyea Zuckerberg Hanson
Connecticut
-$348K -4,393 Closed
Citadel Advisors
831
Citadel Advisors
Florida
-$369K -4,287 Closed
ACM
832
Armbruster Capital Management
New York
-$322K -4,066 Closed
FA
833
Fermata Advisors
California
-$298K -3,758 Closed
SI
834
Saxon Interests
Texas
-$290K -3,665 Closed
HCM
835
Hollencrest Capital Management
California
-$281K -3,541 Closed
GFP
836
Gryphon Financial Partners
Ohio
-$248K -3,138 Closed
BC
837
Barnett & Company
Tennessee
-$248K -3,135 Closed
CFA
838
Cahill Financial Advisors
Minnesota
-$246K -3,107 Closed
RWG
839
Regal Wealth Group
California
-$246K -3,106 Closed
ACM
840
AlphaStar Capital Management
North Carolina
-$246K -3,100 Closed
CAMG
841
CWA Asset Management Group
Florida
-$238K -3,000 Closed
CWM
842
CCG Wealth Management
California
-$227K -2,865 Closed
SFS
843
Stiles Financial Services
Minnesota
-$227K -2,865 Closed
KA
844
Kovack Advisors
Florida
-$220K -2,782 Closed
LA
845
LexAurum Advisors
Kansas
-$218K -2,752 Closed
BBP
846
Banco BTG Pactual
Brazil
-$217K -2,744 Closed
TPA
847
Trivium Point Advisory
Connecticut
-$226K -2,712 Closed
IIC
848
Ironwood Investment Counsel
Arizona
-$200K -1,973 Closed
CWM
849
Curi Wealth Management
North Carolina
-$152K -1,915 Closed
RIM
850
Rockbridge Investment Management
New York
-$128K -1,617 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.