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iShares Russell Mid-Cap Growth ETF

688 hedge funds and large institutions have $8.96B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 185 increasing their positions, 247 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 35

82% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $1.9M

35% more funds holding in top 10

Funds holding in top 10: 3446 (+12)

28% more capital invested

Capital invested by funds: $6.98B → $8.96B (+$1.98B)

10% more funds holding

Funds holding: 624688 (+64)

1.54% less ownership

Funds ownership: 150.14%148.6% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 247

Holders
688
Holders Change
+64
Holders Change %
+10.26%
% of All Funds
14.11%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.94%
New
104
Increased
185
Reduced
247
Closed
35
Calls
$3.46M
Puts
$1.9M
Net Calls
+$1.56M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
First Horizon Advisors
Tennessee
$1.75M +$147K +2,032 +10%
EVM
227
Eaton Vance Management
Massachusetts
$1.68M -$3.36M -46,320 -69%
ONB
228
Old National Bancorp
Indiana
$1.68M -$963K -13,284 -38%
CDIA
229
Capital Directions Investment Advisors
Georgia
$1.67M -$68.6K -946 -4%
CPSC
230
Carl P. Sherr & Co
Massachusetts
$1.67M +$433K +5,968 +40%
ANB
231
Amarillo National Bank
Texas
$1.63M -$77.3K -1,066 -5%
SFG
232
Sage Financial Group
Pennsylvania
$1.62M -$438K -6,038 -23%
DADC
233
D.A. Davidson & Co
Montana
$1.6M +$622K +8,578 +74%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$1.58M
V
235
Veritable
Delaware
$1.57M +$34.4K +474 +2%
FA
236
FCG Advisors
New Jersey
$1.55M -$25.1K -346 -2%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$1.53M -$60.9K -840 -4%
KWM
238
Kingsview Wealth Management
Oregon
$1.53M +$480K +6,624 +52%
BUB
239
BBVA USA Bancshares
Texas
$1.5M +$6.53K +90 +0.5%
APA
240
American Portfolios Advisors
New York
$1.5M -$120K -1,654 -8%
BIA
241
BHK Investment Advisors
Alabama
$1.48M -$3.63K -50 -0.3%
MCM
242
MAI Capital Management
Ohio
$1.46M +$9.28K +128 +0.7%
SWM
243
Shakespeare Wealth Management
Wisconsin
$1.45M +$1.33M +18,354 New
NA
244
NewEdge Advisors
Louisiana
$1.43M -$18.6K -256 -1%
TW
245
Transform Wealth
Colorado
$1.41M
Franklin Resources
246
Franklin Resources
California
$1.38M +$494K +6,814 +71%
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.37M -$261K -3,594 -17%
BP
248
Broadleaf Partners
Ohio
$1.36M -$41.8K -576 -3%
CA
249
Clearstead Advisors
Ohio
$1.36M -$72.4K -998 -5%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$1.33M -$566K -7,806 -32%

IWP Hedge Fund Activity: Q2 2020 in Review

688 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2020, worth a combined $8.96B — up 28% from $6.98B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new IWP positions and 35 closed out — a net gain of 69 holders — while 185 added to existing stakes and 247 trimmed.

The largest buyer was Bessemer Group, adding an estimated $72.8M. The largest seller was Wells Fargo, cutting an estimated $172M.

  • 688 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2020, up from 624 in Q1 2020.
  • Funds reported $8.96B of iShares Russell Mid-Cap Growth ETF stock for Q2 2020, up 28% quarter-over-quarter.
  • 104 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2020 and 35 closed out, a net change of +69 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2020 was Bessemer Group, an estimated $72.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2020 was Wells Fargo, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2020.