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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
ACM
126
Anfield Capital Management
California
$4.79M -$1.25M -14,322 -19%
XF
127
XML Financial
Maryland
$4.75M +$221K +2,537 +4%
FIA
128
Foundations Investment Advisors
Arizona
$4.75M +$376K +4,322 +8%
AAS
129
Avantax Advisory Services
Texas
$4.66M -$256K -2,937 -5%
FWP
130
FAS Wealth Partners
Kansas
$4.63M +$4.23M +48,622 +494%
WTB
131
Washington Trust Bank
Washington
$4.6M +$2.94M +33,728 +139%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$4.6M -$402K -4,621 -7%
SS
133
Simplicity Solutions
Minnesota
$4.59M +$2.11M +24,284 +72%
FMC
134
First Merchants Corp
Indiana
$4.57M -$986K -11,328 -16%
PRWA
135
Platte River Wealth Advisors
Colorado
$4.54M -$4.79K -55 -0.1%
FTS
136
Fifth Third Securities
Ohio
$4.52M +$4.97M +57,105 New
FFG
137
Ford Financial Group
California
$4.5M -$1.26M -14,454 -20%
PIA
138
Powell Investment Advisors
Florida
$4.49M +$966K +11,095 +24%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$4.48M -$2.27M -26,109 -32%
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$4.42M -$288K -3,302 -6%
Citigroup
141
Citigroup
New York
$4.38M -$33.6M -385,687 -87%
JWCA
142
J.W. Cole Advisors
Florida
$4.33M +$399K +4,586 +9%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$4.33M +$4.76M +54,619 New
FHA
144
First Horizon Advisors
Tennessee
$4.3M +$1.55M +17,832 +49%
PA
145
Paragon Advisors
Texas
$4.3M +$4.73M +54,266 New
SCA
146
Stonebridge Capital Advisors
Minnesota
$4.26M -$81.9K -940 -2%
HPC
147
HM Payson & Co
Maine
$4.23M -$59.7K -685 -1%
HGWM
148
Horst & Graben Wealth Management
Oregon
$4.2M -$98.8K -1,134 -2%
CG
149
Corundum Group
Colorado
$4.05M +$4.45M +51,114 New
HCA
150
Heck Capital Advisors
Wisconsin
$4.04M +$4.44M +50,945 New

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.