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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
TF
1
TIAA FSB
Florida
$945M -$3.56M -41,403 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$746M +$4.64M +53,883 +0.6%
Wells Fargo
3
Wells Fargo
California
$646M -$12.9M -149,429 -2%
Bank of America
4
Bank of America
North Carolina
$574M +$19.7M +229,150 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$410M +$63.1M +733,494 +16%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$275M +$7.11M +82,586 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$267M -$8.08M -93,842 -3%
FCBT
8
First Citizens Bank & Trust
North Carolina
$222M +$51.2M +594,320 +27%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$209M +$4.75M +55,180 +2%
AFIMH
10
American Family Insurance Mutual Holding
Wisconsin
$199M +$57.5M +668,520 +36%
UBS Group
11
UBS Group
Switzerland
$190M -$4.27M -49,641 -2%
CB
12
Commerce Bank
Missouri
$169M +$2.52M +29,298 +1%
Ameriprise
13
Ameriprise
Minnesota
$158M +$8.77M +101,917 +5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$128M -$15.9M -184,501 -10%
SF
15
Synovus Financial
Georgia
$116M -$812K -9,431 -0.6%
LPL Financial
16
LPL Financial
California
$110M +$12.4K +144 +0%
US Bancorp
17
US Bancorp
Minnesota
$107M -$4.52M -52,480 -4%
Goldman Sachs
18
Goldman Sachs
New York
$104M -$6.87M -79,806 -6%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$87.3M +$10.7M +123,815 +13%
Osaic Holdings
20
Osaic Holdings
Arizona
$79.8M +$5.94M +68,987 +7%
Truist Financial
21
Truist Financial
North Carolina
$75M -$1.57M -18,207 -2%
ZB
22
Zions Bancorporation
Utah
$67.5M +$2.9M +33,738 +4%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$63.2M -$39.3M -456,570 -36%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$62.6M -$1.33M -15,484 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$62.5M +$11.7M +136,496 +21%

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.