We are live on ! Find out more
IWP icon

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
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$3M -$87.4K -1,004 -3%
CC
177
Courier Capital
New York
$3M -$89.2K -1,024 -3%
APW
178
Acima Private Wealth
Virginia
$2.94M
MC
179
Mathes Company
New York
$2.87M
CHAM
180
Clear Harbor Asset Management
Connecticut
$2.84M +$1.39M +15,942 +80%
HNB
181
Huntington National Bank
Ohio
$2.81M
ML
182
McAdam LLC
Pennsylvania
$2.81M +$745K +8,554 +32%
EAM
183
Eukles Asset Management
Ohio
$2.78M -$59.7K -685 -2%
WAM
184
Weinberger Asset Management
California
$2.71M +$60.5K +695 +2%
TC
185
TAGStone Capital
North Carolina
$2.63M +$295K +3,390 +11%
VCM
186
Vision Capital Management
Oregon
$2.62M -$45.1K -518 -2%
WB
187
WesBanco Bank
West Virginia
$2.62M -$301K -3,451 -9%
ONB
188
Old National Bancorp
Indiana
$2.6M +$1.63M +18,775 +133%
BJL
189
Brighton Jones LLC
Washington
$2.59M +$79.2K +909 +3%
CFGS
190
Concourse Financial Group Securities
Alabama
$2.57M +$466K +5,354 +20%
SF
191
SBK Financial
Virginia
$2.56M -$135K -1,555 -5%
EWMCB
192
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.55M +$111K +1,278 +4%
Legal & General Group
193
Legal & General Group
United Kingdom
$2.54M +$1.48M +17,000 +113%
JC
194
JB Capital
Connecticut
$2.53M +$276K +3,169 +11%
MCM
195
MV Capital Management
Maryland
$2.53M -$1.62M -18,573 -37%
HCC
196
Hirtle Callaghan & Co
Pennsylvania
$2.52M -$3.37M -38,648 -55%
SPC
197
Sigma Planning Corp
Michigan
$2.51M -$3.48K -40 -0.1%
HCP
198
Holt Capital Partners
Texas
$2.5M +$173K +1,986 +7%
WFS
199
Widmann Financial Services
Maryland
$2.4M +$160K +1,839 +6%
WWM
200
Windsor Wealth Management
Indiana
$2.39M -$653K -7,496 -20%

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.