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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
FPGK
201
Financial Partners Group (Kansas)
Kansas
$2.32M -$23.7K -275 -0.9%
Bessemer Group
202
Bessemer Group
New Jersey
$2.32M
AUB
203
Atlantic Union Bankshares
Virginia
$2.31M -$32.2K -374 -1%
IFPG
204
Intrepid Financial Planning Group
Indiana
$2.3M -$31.8K -370 -1%
ES
205
Eagle Strategies
New York
$2.28M +$41K +476 +2%
T. Rowe Price Associates
206
T. Rowe Price Associates
Maryland
$2.28M
CA
207
Claro Advisors
Massachusetts
$2.27M
ICM
208
IMS Capital Management
Oregon
$2.24M -$21.4K -249 -0.9%
Brown Advisory
209
Brown Advisory
Maryland
$2.23M +$707K +8,213 +41%
MCM
210
MV Capital Management
Maryland
$2.23M -$300K -3,483 -11%
BlackRock
211
BlackRock
New York
$2.21M -$1.19M -13,811 -33%
DI
212
Disciplined Investments
Oklahoma
$2.21M +$1.55K +18 +0.1%
RFC
213
Regions Financial Corp
Alabama
$2.18M -$85.3K -991 -3%
FNT
214
First National Trust
Pennsylvania
$2.16M -$179K -2,081 -7%
HA
215
Hofer & Associates
California
$2.12M -$35.6K -414 -2%
PFS
216
Prospera Financial Services
Texas
$2.1M -$70.3K -817 -3%
AF
217
Advisornet Financial
Minnesota
$2.07M +$352K +4,094 +18%
RWG
218
Ratio Wealth Group
Colorado
$2.05M -$25.6K -297 -1%
CI
219
Conning Inc
Connecticut
$2.03M +$765K +8,890 +52%
MCA
220
MSH Capital Advisors
Arizona
$2.02M -$18.1K -210 -0.8%
MCC
221
Money Concepts Capital
Florida
$1.97M +$121K +1,401 +6%
WSTAM
222
Wilbanks Smith & Thomas Asset Management
Virginia
$1.96M -$128K -1,488 -6%
AAS
223
Ameritas Advisory Services
Nebraska
$1.94M +$55.3K +643 +3%
TFA
224
Transamerica Financial Advisors
Florida
$1.93M +$35.2K +409 +2%
I2I
225
Insight 2811 Inc
Illinois
$1.9M -$6.03K -70 -0.3%

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.