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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
FPGK
201
Financial Partners Group (Kansas)
Kansas
$2.37M -$280K -3,216 -10%
Millennium Management
202
Millennium Management
New York
$2.37M -$2.7M -31,031 -51%
AUB
203
Atlantic Union Bankshares
Virginia
$2.36M -$12.5M -144,097 -83%
IFPG
204
Intrepid Financial Planning Group
Indiana
$2.35M +$2.58M +29,678 New
FNT
205
First National Trust
Pennsylvania
$2.35M +$8.19K +94 +0.3%
Bessemer Group
206
Bessemer Group
New Jersey
$2.34M -$15.6K -179 -0.6%
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$2.31M -$186K -2,138 -7%
T. Rowe Price Associates
208
T. Rowe Price Associates
Maryland
$2.3M
NWA
209
New World Advisors
Massachusetts
$2.3M +$2.5M +28,693 New
RFC
210
Regions Financial Corp
Alabama
$2.29M +$54K +620 +2%
ICM
211
IMS Capital Management
Oregon
$2.28M -$3.48K -40 -0.1%
PFO
212
Pathstone Family Office
New Jersey
$2.27M +$1.8M +20,618 +255%
CA
213
Claro Advisors
Massachusetts
$2.27M -$586K -6,731 -19%
ES
214
Eagle Strategies
New York
$2.27M +$224K +2,567 +10%
WWM
215
Western Wealth Management
Colorado
$2.27M -$87.8K -1,008 -3%
E
216
Ergoteles
New York
$2.23M +$2.46M +28,205 New
DI
217
Disciplined Investments
Oklahoma
$2.23M +$958 +11 +0%
BP
218
Ballentine Partners
Massachusetts
$2.2M
PFS
219
Prospera Financial Services
Texas
$2.19M -$63K -724 -3%
HA
220
Hofer & Associates
California
$2.18M +$8.27K +95 +0.3%
GT
221
Glenview Trust
Kentucky
$2.17M -$22.6K -259 -0.9%
RWG
222
Ratio Wealth Group
Colorado
$2.1M -$138K -1,580 -6%
WSTAM
223
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M -$10.2K -117 -0.4%
MCA
224
MSH Capital Advisors
Arizona
$2.06M +$380K +4,365 +20%
WP
225
WealthShield Partners
North Carolina
$2.02M +$1.3M +14,942 +142%

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.