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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
BCM
301
BTR Capital Management
California
$871K
Financial Engines Advisors
302
Financial Engines Advisors
California
$870K -$2.24M -30,884 -74%
CM
303
Castleark Management
Illinois
$870K
OFG
304
Oxford Financial Group
Indiana
$865K -$7.83K -108 -1%
BWA
305
BlueSky Wealth Advisors
North Carolina
$865K
BC
306
Burleson & Co
California
$859K -$25.8K -356 -3%
MFGP
307
Marshall Financial Group (Pennsylvania)
Pennsylvania
$852K +$580 +8 +0.1%
AAM
308
Autus Asset Management
Arizona
$841K +$13.5K +186 +2%
RIM
309
Regent Investment Management
Kentucky
$836K +$463K +6,378 +152%
PSUF
310
People's United Financial
Connecticut
$834K +$14.5K +200 +2%
CBN
311
Cadence Bank NA
Texas
$833K
FCB
312
First Command Bank
Texas
$822K -$198K -2,724 -21%
FCFS
313
First Command Financial Services
Texas
$822K -$198K -2,724 -21%
ATC
314
Argent Trust Co
Tennessee
$811K -$428K -5,898 -37%
UCMOK
315
United Capital Management of KS
Kansas
$797K -$43.2K -596 -6%
NAM
316
NTV Asset Management
West Virginia
$788K
HWA
317
Heritage Wealth Advisors
Virginia
$785K -$18K -248 -2%
RMCM
318
Reynders McVeigh Capital Management
Massachusetts
$779K
PPP
319
Private Portfolio Partners
New Jersey
$779K +$13.2K +182 +2%
KPW
320
Kore Private Wealth
New York
$771K +$28.6K +394 +4%
AFC
321
AFT Forsyth & Company
Florida
$770K +$145 +2 +0%
WSFS
322
Wilmington Savings Fund Society
Delaware
$766K -$98.5K -1,358 -12%
KFI
323
Key Financial Inc
Pennsylvania
$766K -$17.3K -238 -2%
EIA
324
Eldridge Investment Advisors
New Hampshire
$765K
SG
325
StoneX Group
New York
$761K +$377K +5,196 +117%

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.