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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
1IA
851
1834 Investment Advisors
Wisconsin
-$100K -1,265 Closed
PFGIA
852
Patriot Financial Group Insurance Agency
Massachusetts
-$92K -1,164 Closed
ECG
853
Edge Capital Group
Georgia
-$85K -1,069 Closed
MIFH
854
Migdal Insurance & Financial Holdings
Israel
-$78K -990 Closed
WOSD
855
WFA of San Diego
California
-$76K -958 Closed
CWP
856
Concord Wealth Partners
Virginia
-$63K -791 Closed
SIAP
857
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$54K -682 Closed
William Blair Investment Management
858
William Blair Investment Management
Illinois
-$48K -608 Closed
SWA
859
Sutton Wealth Advisors
Florida
-$43.4K -548 Closed
CA
860
CoreCap Advisors
Michigan
-$20K -254 Closed
SFG
861
Steward Financial Group
Texas
-$11K -150 Closed
CCM
862
Chilton Capital Management
Texas
-$11K -140 Closed
JPLA
863
Joseph P. Lucia & Associates
New York
-$8K -100 Closed
TCWM
864
Total Clarity Wealth Management
Illinois
-$8K -98 Closed
BC
865
Burleson & Co
California
-$7K -90 Closed
ZIG
866
Zullo Investment Group
Pennsylvania
-$6K -70 Closed
BW
867
Bison Wealth
Georgia
-$4K -47 Closed
AIP
868
Ahrens Investment Partners
Louisiana
-$3K -42 Closed
TA
869
Tectonic Advisors
Texas
-$2K -31 Closed
SSG
870
Summit Securities Group
New York
+$86 +1 New

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.