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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
SWA
851
Stratos Wealth Advisors
Ohio
-$329K -3,275 Closed
LB
852
Leo Brokerage
Texas
-$327K -3,257 Closed
RSS
853
Rosenblum Silverman Sutton
California
-$322K -3,201 Closed
DW
854
Domani Wealth
Pennsylvania
-$312K -3,105 Closed
CCMG
855
Clark Capital Management Group
Pennsylvania
-$310K -3,087 Closed
PWMAG
856
Pinnacle Wealth Management Advisory Group
New Jersey
-$302K -3,004 Closed
MIA
857
MainStreet Investment Advisors
Illinois
-$300K -2,990 Closed
WS
858
Wedbush Securities
California
-$297K -2,956 Closed
IF
859
Intrua Financial
Texas
-$296K -2,943 Closed
TGAM
860
TBH Global Asset Management
Tennessee
-$295K -2,936 Closed
MFG
861
Merit Financial Group
Georgia
-$285K -2,835 Closed
STA
862
Summit Trail Advisors
New York
-$284K -2,822 Closed
FHA
863
Flagship Harbor Advisors
Massachusetts
-$263K -2,622 Closed
VF
864
Vista Finance
Missouri
-$262K -2,612 Closed
WAL
865
W Advisors LLC
Tennessee
-$261K -2,590 Closed
SCM
866
SOL Capital Management
Maryland
-$255K -2,534 Closed
FLA
867
Financial Life Advisors
Texas
-$253K -2,514 Closed
YIA
868
YHB Investment Advisors
Connecticut
-$252K -2,508 Closed
HNWA
869
Henrickson Nauta Wealth Advisors
Michigan
-$251K -2,500 Closed
SSWM
870
Sheets Smith Wealth Management
North Carolina
-$251K -2,500 Closed
RWA
871
Redhawk Wealth Advisors
Minnesota
-$247K -2,459 Closed
IWS
872
Insight Wealth Strategies
California
-$246K -2,451 Closed
WFA
873
Websterrogers Financial Advisors
South Carolina
-$248K -2,450 Closed
OC
874
Oarsman Capital
Wisconsin
-$244K -2,424 Closed
PCA
875
Personal Capital Advisors
California
-$242K -2,406 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.