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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
Qube Research & Technologies (QRT)
251
Qube Research & Technologies (QRT)
United Kingdom
$2.18M -$1.61M -17,653 -69%
CG
252
Colony Group
Massachusetts
$2.17M -$43.6K -478 -2%
RWG
253
Ratio Wealth Group
Colorado
$2.11M +$1.99M +21,829 New
SCA
254
Stillwater Capital Advisors
Pennsylvania
$2.1M -$3.37K -37 -0.2%
TFGT
255
TS Financial Group (TSFG)
Illinois
$2.09M
WSTAM
256
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M -$123K -1,355 -6%
AUB
257
Atlantic Union Bankshares
Virginia
$2.05M -$260K -2,852 -12%
LNC
258
Lincoln National Corp
Pennsylvania
$2.01M +$29.8K +327 +2%
BPA
259
Beacon Pointe Advisors
California
$2M -$119K -1,307 -6%
Citadel Advisors
260
Citadel Advisors
Florida
$2M +$1.06M +11,623 +128%
TCWM
261
Total Clarity Wealth Management
Illinois
$2M +$1.89M +20,689 New
AGM
262
Alpine Global Management
New York
$1.99M +$1.88M +20,596 New
MA
263
MCF Advisors
Kentucky
$1.99M -$77.8K -854 -4%
FPGK
264
Financial Partners Group (Kansas)
Kansas
$1.99M -$124K -1,356 -6%
Allspring Global Investments
265
Allspring Global Investments
North Carolina
$1.99M -$271K -2,970 -13%
Kayne Anderson Rudnick Investment Management
266
Kayne Anderson Rudnick Investment Management
California
$1.96M -$34.4K -377 -2%
SFA
267
Sequoia Financial Advisors
Ohio
$1.94M -$188K -2,060 -9%
ATC
268
Argent Trust Co
Tennessee
$1.94M -$61.8K -678 -3%
TWP
269
Tempus Wealth Planning
California
$1.94M +$1.83M +20,098 New
IA
270
IFP Advisors
Florida
$1.93M -$271K -2,971 -13%
IWC
271
Integrated Wealth Concepts
Massachusetts
$1.92M +$944K +10,358 +108%
SC
272
Sierra Capital
Florida
$1.9M +$1.37K +15 +0.1%
IFPL
273
Investments & Financial Planning LLC
Kentucky
$1.89M -$117K -1,282 -6%
BP
274
Broadleaf Partners
Ohio
$1.88M +$35.7K +392 +2%
V
275
Veritable
Delaware
$1.87M

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.