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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
TF
1
TIAA FSB
Florida
$958M -$154M -1,769,685 -13%
Morgan Stanley
2
Morgan Stanley
New York
$749M +$23.9M +274,349 +3%
Wells Fargo
3
Wells Fargo
California
$665M -$21.2M -243,477 -3%
Bank of America
4
Bank of America
North Carolina
$561M -$3.28M -37,659 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$356M +$194M +2,229,614 +99%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$284M +$19.4M +222,913 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$277M -$11.5M -132,485 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$207M +$6.57M +75,459 +3%
UBS Group
9
UBS Group
Switzerland
$196M -$12.7M -146,395 -6%
FCBT
10
First Citizens Bank & Trust
North Carolina
$177M +$183M +2,099,925 +1,602%
CB
11
Commerce Bank
Missouri
$168M -$8.25M -94,761 -4%
Ameriprise
12
Ameriprise
Minnesota
$151M +$17.2M +197,715 +12%
AFIMH
13
American Family Insurance Mutual Holding
Wisconsin
$148M
Fidelity Investments
14
Fidelity Investments
Massachusetts
$144M +$27M +309,631 +21%
SF
15
Synovus Financial
Georgia
$117M -$663K -7,609 -0.5%
US Bancorp
16
US Bancorp
Minnesota
$112M -$3M -34,479 -2%
Goldman Sachs
17
Goldman Sachs
New York
$112M +$7.05M +80,951 +6%
LPL Financial
18
LPL Financial
California
$111M -$7.84M -90,029 -6%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$100M -$4.79M -54,949 -4%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$78.4M +$62.8M +720,915 +268%
Truist Financial
21
Truist Financial
North Carolina
$77.2M -$23.8M -273,689 -22%
Osaic Holdings
22
Osaic Holdings
Arizona
$75.3M +$1.53M +17,513 +2%
ZB
23
Zions Bancorporation
Utah
$65.5M +$3.41M +39,197 +5%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$64.4M -$11M -125,984 -13%
JP Morgan Chase
25
JP Morgan Chase
New York
$57.9M -$2.44M -27,994 -4%

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.