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iShares Russell Mid-Cap Growth ETF

916 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 304 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $8.82M | Put options by funds: $3.08M

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

15.64% more ownership

Funds ownership: 74.61%90.25% (+16%)

13% more capital invested

Capital invested by funds: $8.69B → $9.81B (+$1.12B)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 882916 (+34)

13% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 304

Holders
916
Holders Change
+34
Holders Change %
+3.85%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.61%
New
75
Increased
264
Reduced
304
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
226
Intrepid Financial Planning Group
Indiana
$2.64M -$3.83K -42 -0.2%
ICM
227
IMS Capital Management
Oregon
$2.64M -$21.1K -231 -0.8%
PFS
228
Prospera Financial Services
Texas
$2.64M -$52.6K -577 -2%
MCA
229
MSH Capital Advisors
Arizona
$2.61M +$55.2K +606 +2%
SC
230
Savant Capital
Illinois
$2.59M +$140K +1,536 +6%
ES
231
Eagle Strategies
New York
$2.58M -$83.2K -913 -3%
GT
232
Glenmede Trust
Pennsylvania
$2.54M
LTL
233
Lowery Thomas LLC
California
$2.54M -$7.47K -82 -0.3%
SCP
234
Stevens Capital Partners
Nebraska
$2.53M -$5.1K -56 -0.2%
D
235
Dentgroup
Louisiana
$2.51M +$284K +3,112 +14%
FNBT
236
FineMark National Bank & Trust
Florida
$2.42M +$63.9K +701 +3%
WB
237
WesBanco Bank
West Virginia
$2.39M -$89.5K -982 -4%
BCM
238
Becker Capital Management
Oregon
$2.38M
CL
239
Choreo LLC
Illinois
$2.37M -$41.7K -458 -2%
I2I
240
Insight 2811 Inc
Illinois
$2.33M -$4.74K -52 -0.2%
FCI
241
Financial Counselors Inc
Kansas
$2.33M -$20.2K -222 -0.9%
GT
242
Glenview Trust
Kentucky
$2.32M -$248K -2,726 -10%
FNT
243
First National Trust
Pennsylvania
$2.31M -$6.47K -71 -0.3%
BSW
244
Buckingham Strategic Wealth
Missouri
$2.3M +$658K +7,217 +44%
PA
245
Pinnacle Associates
New York
$2.28M
YIH
246
Y-Intercept (HK)
Hong Kong
$2.27M +$1.54M +16,928 +258%
Canada Pension Plan Investment Board
247
Canada Pension Plan Investment Board
Ontario, Canada
$2.22M
Brown Advisory
248
Brown Advisory
Maryland
$2.21M +$691K +7,587 +50%
PAS
249
Park Avenue Securities
New York
$2.21M +$114K +1,249 +6%
CAM
250
Cresset Asset Management
Illinois
$2.2M +$71.3K +782 +4%

IWP Hedge Fund Activity: Q2 2023 in Review

916 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2023, worth a combined $9.81B — up 13% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWP positions and 35 closed out — a net gain of 40 holders — while 264 added to existing stakes and 304 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $2.06B. The largest seller was Wellington Management Group, cutting an estimated $84.2M.

  • 916 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2023, up from 882 in Q1 2023.
  • Funds reported $9.81B of iShares Russell Mid-Cap Growth ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 75 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2023 and 35 closed out, a net change of +40 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $2.06B added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $84.2M sold.

Based on aggregated 13F filings for Q2 2023.