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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
PTB
876
Pioneer Trust Bank
Oregon
-$241K -2,400 Closed
KWS
877
Keystone Wealth Services
California
-$241K -2,394 Closed
CAM
878
Cozad Asset Management
Illinois
-$240K -2,388 Closed
RBFC
879
Roman Butler Fullerton & Co
Missouri
-$240K -2,387 Closed
IAG
880
Investmark Advisory Group
Connecticut
-$239K -2,385 Closed
RW
881
REDW Wealth
New Mexico
-$238K -2,370 Closed
MWM
882
Maripau Wealth Management
Indiana
-$218K -2,350 Closed
KCM
883
Kendall Capital Management
Maryland
-$236K -2,344 Closed
CAI
884
Capital Advisors Inc
Oklahoma
-$233K -2,318 Closed
LA
885
Legacy Advisors
Pennsylvania
-$232K -2,308 Closed
JWCA
886
J.W. Coons Advisors
Ohio
-$231K -2,306 Closed
MYIA
887
Mount Yale Investment Advisors
Colorado
-$231K -2,295 Closed
DHFB
888
Dixon Hubard Feinour & Brown
Virginia
-$230K -2,286 Closed
WJWM
889
Williams Jones Wealth Management
New York
-$230K -2,286 Closed
EAM
890
Evanson Asset Management
California
-$229K -2,278 Closed
MCM
891
Monarch Capital Management
Indiana
-$227K -2,256 Closed
MC
892
Moors & Cabot
Massachusetts
-$225K -2,236 Closed
PWMG
893
Provence Wealth Management Group
California
-$224K -2,233 Closed
FFS
894
Founders Financial Securities
Maryland
-$224K -2,231 Closed
MWP
895
Madison Wealth Partners
Wisconsin
-$220K -2,189 Closed
CWS
896
Cypress Wealth Services
California
-$218K -2,170 Closed
AA
897
Advisory Alpha
Michigan
-$218K -2,169 Closed
BBA
898
Braun-Bostich & Associates
Pennsylvania
-$217K -2,160 Closed
AT
899
Arden Trust
Delaware
-$214K -2,136 Closed
BSSFA
900
Baron Silver Stevens Financial Advisors
Florida
-$214K -2,131 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.