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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
CAN
101
Cetera Advisor Networks
California
$7.01M -$4.45M -51,145 -37%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$6.5M +$2.13M +24,461 +42%
MCM
103
MAI Capital Management
Ohio
$6.48M +$3.34M +38,356 +88%
SC
104
Saiph Capital
New Jersey
$6.31M +$252K +2,889 +4%
HFG
105
Heron Financial Group
New York
$6.27M +$506K +5,806 +8%
MBTD
106
Mechanics Bank - Trust Department
California
$6.21M +$1.77M +20,318 +35%
GIA
107
GHP Investment Advisors
Colorado
$6.17M -$128K -1,473 -2%
SWPG
108
Strategic Wealth Partners Group
Illinois
$6.15M +$42.6K +489 +0.6%
PWAG
109
Polaris Wealth Advisory Group
California
$6.05M -$131K -1,505 -2%
NP
110
NorthRock Partners
Minnesota
$6.01M -$355K -4,080 -5%
KPWS
111
Kestra Private Wealth Services
Texas
$5.99M +$665K +7,637 +11%
MA
112
MUFG Americas
New York
$5.72M -$185K -2,124 -3%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$5.72M -$25K -287 -0.4%
TAM
114
Tocqueville Asset Management
New York
$5.67M +$163K +1,874 +3%
MGIA
115
Moneta Group Investment Advisors
Missouri
$5.65M +$3.83M +43,993 +161%
WFA
116
WestHill Financial Advisors
California
$5.57M +$241K +2,768 +4%
BB
117
Berkshire Bank
Massachusetts
$5.51M -$2.39M -27,497 -28%
DWM
118
Darwin Wealth Management
Florida
$5.36M -$1.55M -17,803 -23%
Kayne Anderson Rudnick Investment Management
119
Kayne Anderson Rudnick Investment Management
California
$5.35M -$5.83M -66,919 -50%
UCFA
120
United Capital Financial Advisors
Texas
$5.35M -$958 -11 -0%
SAM
121
Sequent Asset Management
Texas
$5.33M
OAM
122
Occidental Asset Management
California
$5.04M -$137K -1,578 -2%
KFP
123
KMG Fiduciary Partners
Ohio
$5.02M -$286K -3,288 -5%
RCM
124
RNC Capital Management
California
$4.92M -$890K -10,215 -14%
CGA
125
Crescent Grove Advisors
Illinois
$4.9M +$494K +5,677 +10%

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.