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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
TI
276
Trexquant Investment
Connecticut
$1.1M +$437K +6,030 +77%
FT
277
Fiduciary Trust
Massachusetts
$1.08M +$560K +7,726 +131%
CA
278
Claro Advisors
Massachusetts
$1.07M +$674K +9,288 +218%
AF
279
Allworth Financial
California
$1.07M +$320K +4,416 +48%
BCA
280
Berman Capital Advisors
Georgia
$1.05M +$1.31K +18 +0.1%
PCG
281
Private Capital Group
Connecticut
$1.04M -$354K -4,874 -27%
SAM
282
Silvercrest Asset Management
New York
$1.03M -$16.2K -224 -2%
WI
283
Wedgewood Investors
Pennsylvania
$1.03M
BCM
284
BTC Capital Management
Iowa
$1.02M
WT
285
Whittier Trust
California
$992K -$711K -9,806 -44%
PJB
286
Paul John Balson
California
$984K +$870 +12 +0.1%
MCM
287
Murphy Capital Management
New Jersey
$973K -$29K -400 -3%
RT
288
Rockland Trust
Massachusetts
$969K -$446K -6,156 -33%
FIM
289
Freedom Investment Management
Connecticut
$948K -$215K -2,966 -20%
SW
290
StrongBox Wealth
Missouri
$947K +$338K +4,658 +64%
SC
291
Steph & Co
Wisconsin
$934K -$135K -1,862 -14%
HIS
292
Horizon Investment Services
Indiana
$932K +$446K +6,148 +109%
CAM
293
Cozad Asset Management
Illinois
$931K +$854K +11,772 New
PPA
294
Parametric Portfolio Associates
Washington
$926K +$36.7K +506 +5%
RJT
295
Raymond James Trust
Florida
$922K -$572K -7,892 -40%
CNC
296
Canandaigua National Corp
New York
$907K +$832K +11,468 New
BIA
297
Biondo Investment Advisors
Pennsylvania
$897K +$58.7K +810 +8%
CFG
298
Cooper Financial Group
California
$895K +$40.6K +560 +5%
AWS
299
AJ Wealth Strategies
New York
$883K +$519K +7,158 +179%
SW
300
SVB Wealth
Massachusetts
$881K +$780K +10,748 +2,701%

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.