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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
HGWM
276
Horst & Graben Wealth Management
Oregon
$1.83M -$59.6K -654 -3%
IPW
277
Intergy Private Wealth
Colorado
$1.83M +$49.7K +545 +3%
BIA
278
Biondo Investment Advisors
Pennsylvania
$1.81M +$62.4K +685 +4%
GTAM
279
Global Trust Asset Management
Florida
$1.76M +$37.8K +415 +2%
TVAMP
280
Tennessee Valley Asset Management Partners
Tennessee
$1.75M +$7.56K +83 +0.5%
SFG
281
Sage Financial Group
Pennsylvania
$1.74M -$16.4K -180 -1%
GWM
282
Geneos Wealth Management
Colorado
$1.7M -$4.01K -44 -0.2%
BWA
283
Beam Wealth Advisors
Louisiana
$1.7M +$1.33M +14,595 +485%
SWM
284
Shakespeare Wealth Management
Wisconsin
$1.69M -$40.1K -440 -2%
SSB
285
Sandy Spring Bank
Maryland
$1.65M +$413K +4,529 +36%
PA
286
Prism Advisors
California
$1.64M
Franklin Resources
287
Franklin Resources
California
$1.64M -$79.7K -875 -5%
SI
288
Saxon Interests
Texas
$1.63M +$1.54M +16,903 New
WANY
289
Wealthspire Advisors (New York)
New York
$1.63M -$34.3K -376 -2%
OHWP
290
Oak Harbor Wealth Partners
North Carolina
$1.63M
GRP
291
Global Retirement Partners
California
$1.63M -$43.6K -478 -3%
PWS
292
Peloton Wealth Strategists
Indiana
$1.63M +$23.7K +260 +2%
LSA
293
Lion Street Advisors
Texas
$1.62M +$12.3K +135 +1%
HIA
294
Harbor Investment Advisory
Maryland
$1.61M -$6.38K -70 -0.4%
NFG
295
Nadler Financial Group
Illinois
$1.61M
CAS
296
Coppell Advisory Solutions
Texas
$1.61M +$1.53M +16,808 New
RWP
297
RWA Wealth Partners
Massachusetts
$1.57M +$1.48M +16,251 New
CM
298
Castleark Management
Illinois
$1.55M
KCM
299
Kanawha Capital Management
Virginia
$1.54M
SBH
300
Segall Bryant & Hamill
Illinois
$1.54M -$3.19K -35 -0.2%

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.