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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
William Blair & Company
151
William Blair & Company
Illinois
$3.91M -$1.14M -13,133 -21%
AI
152
Atria Investments
North Carolina
$3.82M +$1.62M +18,558 +62%
NL
153
NWAM LLC
Washington
$3.8M -$215K -2,474 -5%
IA
154
IFP Advisors
Florida
$3.75M
CW
155
CreativeOne Wealth
Kansas
$3.75M +$364K +4,185 +10%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$3.74M -$888K -10,195 -18%
NCMW
157
Northern Capital Management (Washington)
Washington
$3.6M -$3.29M -37,837 -45%
DADC
158
D.A. Davidson & Co
Montana
$3.57M +$307K +3,525 +8%
CCM
159
Coldstream Capital Management
Washington
$3.53M -$185K -2,126 -5%
GT
160
Glenmede Trust
Pennsylvania
$3.52M +$337K +3,871 +10%
OC
161
Oppenheimer & Co
New York
$3.48M +$405K +4,650 +12%
Principal Financial Group
162
Principal Financial Group
Iowa
$3.45M +$1.8M +20,679 +90%
SWM
163
Southern Wealth Management
Texas
$3.4M +$1M +11,497 +37%
GVAG
164
Great Valley Advisor Group
Delaware
$3.36M +$93.6K +1,075 +3%
BlackRock
165
BlackRock
New York
$3.32M -$830K -9,531 -19%
IP
166
Investment Partners
Ohio
$3.31M +$500K +5,743 +16%
LF
167
Lee Financial
Texas
$3.31M +$3.63M +41,702 +90,657%
LTL
168
Lowery Thomas LLC
California
$3.29M -$580K -6,658 -14%
AB
169
Atlas Brown
Kentucky
$3.29M +$19.9K +229 +0.6%
Janus Henderson Group
170
Janus Henderson Group
United Kingdom
$3.26M +$3.58M +41,167 New
PFM
171
Parsec Financial Management
North Carolina
$3.19M -$92.4K -1,061 -3%
SWP
172
Stratos Wealth Partners
Ohio
$3.15M -$271K -3,116 -7%
TPCW
173
TD Private Client Wealth
New York
$3.12M +$429K +4,932 +14%
Financial Engines Advisors
174
Financial Engines Advisors
California
$3.09M +$1.45M +16,681 +75%
CCM
175
Condor Capital Management
New Jersey
$3.05M +$154K +1,771 +5%

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.