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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
DBIA
251
Dumont & Blake Investment Advisors
New Jersey
$1.33M +$1.22M +16,836 New
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$1.32M -$205K -2,828 -14%
AWM
253
Atticus Wealth Management
Florida
$1.31M -$421K -5,808 -26%
A
254
AdvicePeriod
California
$1.31M -$23.2K -320 -2%
Principal Financial Group
255
Principal Financial Group
Iowa
$1.31M +$860K +11,854 +251%
CWM
256
Cordatus Wealth Management
Pennsylvania
$1.31M +$580 +8 +0%
EWM
257
EPG Wealth Management
Georgia
$1.3M -$91.5K -1,262 -7%
BAM
258
Barrett Asset Management
New York
$1.29M
LHC
259
Little House Capital
Massachusetts
$1.28M +$1.18M +16,262 New
SBH
260
Segall Bryant & Hamill
Illinois
$1.28M +$83.6K +1,152 +8%
PGAM
261
Princeton Global Asset Management
New Jersey
$1.28M
EWA
262
ERTS Wealth Advisors
Michigan
$1.27M -$215K -2,960 -16%
CAC
263
Certified Advisory Corp
Florida
$1.26M -$179K -2,466 -13%
OPS
264
Orion Portfolio Solutions
Nebraska
$1.24M +$14.9K +206 +1%
HTC
265
Haverford Trust Company
Pennsylvania
$1.24M -$85.6K -1,180 -7%
MGIA
266
Moneta Group Investment Advisors
Missouri
$1.23M +$91.7K +1,264 +9%
SFG
267
Summit Financial Group
West Virginia
$1.22M
CWM
268
Cranbrook Wealth Management
Michigan
$1.22M
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.21M -$1.56M -21,550 -58%
FNBSF
270
First National Bank Sioux Falls
South Dakota
$1.21M
TVAMP
271
Tennessee Valley Asset Management Partners
Tennessee
$1.16M +$213K +2,940 +25%
AA
272
Alesco Advisors
New York
$1.13M
HCP
273
Holt Capital Partners
Texas
$1.12M +$252K +3,480 +32%
BWM
274
Brickley Wealth Management
California
$1.12M -$21.6K -298 -2%
PPWM
275
PFG Private Wealth Management
Florida
$1.11M +$19.4K +268 +2%

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.