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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
LF
126
Lee Financial
Texas
$4.98M +$1.87M +21,779 +52%
MCM
127
MAI Capital Management
Ohio
$4.96M -$1.6M -18,538 -23%
BB
128
Berkshire Bank
Massachusetts
$4.96M -$544K -6,319 -9%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$4.94M +$615K +7,145 +13%
XF
130
XML Financial
Maryland
$4.91M +$225K +2,612 +4%
OAM
131
Occidental Asset Management
California
$4.86M -$150K -1,747 -3%
ACM
132
Anfield Capital Management
California
$4.8M +$61.5K +715 +1%
JWCA
133
J.W. Cole Advisors
Florida
$4.75M +$510K +5,927 +11%
PIA
134
Powell Investment Advisors
Florida
$4.74M +$331K +3,849 +7%
Financial Engines Advisors
135
Financial Engines Advisors
California
$4.7M +$1.8M +20,946 +54%
AAS
136
Avantax Advisory Services
Texas
$4.69M +$80.5K +935 +2%
PFO
137
Pathstone Family Office
New Jersey
$4.65M +$2.64M +30,640 +107%
RCM
138
RNC Capital Management
California
$4.64M -$247K -2,870 -5%
CG
139
Corundum Group
Colorado
$4.54M +$581K +6,756 +13%
HGWM
140
Horst & Graben Wealth Management
Oregon
$4.53M +$410K +4,761 +9%
PRWA
141
Platte River Wealth Advisors
Colorado
$4.5M
FTS
142
Fifth Third Securities
Ohio
$4.46M -$24.9K -289 -0.5%
CGA
143
Crescent Grove Advisors
Illinois
$4.41M -$489K -5,677 -9%
SWM
144
Southern Wealth Management
Texas
$4.31M +$696K +8,083 +19%
FHA
145
First Horizon Advisors
Tennessee
$4.28M +$15.2K +177 +0.3%
WTB
146
Washington Trust Bank
Washington
$4.27M -$312K -3,623 -6%
MCWS
147
McKinley Carter Wealth Services
West Virginia
$4.18M -$273K -3,177 -6%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$4.17M -$421K -4,894 -8%
Citigroup
149
Citigroup
New York
$4.04M -$329K -3,824 -7%
TPCW
150
TD Private Client Wealth
New York
$4.02M +$1.03M +11,952 +30%

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.