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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
HFA
901
High Falls Advisors
New York
-$214K -2,126 Closed
DIP
902
DT Investment Partners
Pennsylvania
-$213K -2,124 Closed
EBSAM
903
Eubel Brady & Suttman Asset Management
Ohio
-$213K -2,120 Closed
MPM
904
Meritage Portfolio Management
Kansas
-$213K -2,120 Closed
WF
905
WoodTrust Financial
Wisconsin
-$213K -2,120 Closed
CPSAC
906
Chas P. Smith & Associates (CPS)
Florida
-$212K -2,109 Closed
GLA
907
Great Lakes Advisors
Illinois
-$212K -2,106 Closed
PP
908
PDS Planning
Ohio
-$210K -2,085 Closed
CCA
909
Clearwater Capital Advisors
Illinois
-$208K -2,066 Closed
WP
910
WealthSource Partners
California
-$207K -2,063 Closed
AFWM
911
AMJ Financial Wealth Management
Virginia
-$207K -2,059 Closed
ECM
912
Evergreen Capital Management
Washington
-$204K -2,030 Closed
GIM
913
Goelzer Investment Management
Indiana
-$204K -2,025 Closed
WI
914
WrapManager Inc
California
-$204K -2,025 Closed
BCM
915
Buckhead Capital Management
Georgia
-$203K -2,021 Closed
WIC
916
Woodmont Investment Counsel
Tennessee
-$203K -2,019 Closed
HPWA
917
Hall Private Wealth Advisors
North Carolina
-$201K -2,000 Closed
PP
918
Pegasus Partners
Wisconsin
-$201K -2,000 Closed
WPWM
919
Western Pacific Wealth Management
Illinois
-$201K -2,000 Closed
GCMG
920
Gyroscope Capital Management Group
Florida
-$201K -1,997 Closed
PO
921
Private Ocean
California
-$166K -1,652 Closed
DWP
922
Destiny Wealth Partners
Florida
-$126K -1,258 Closed
ARIS
923
Advanced Research Investment Solutions
California
-$110K -1,090 Closed
LAS
924
Lloyd Advisory Services
Georgia
-$96K -956 Closed
QC
925
Quent Capital
New York
-$94K -932 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.