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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
WA
326
Waverly Advisors
Alabama
$759K -$24.5K -338 -4%
SCM
327
Smith Capital Management
Arkansas
$751K
CAS
328
Cascadia Advisory Services
Oregon
$745K +$683K +9,418 New
MWM
329
Mission Wealth Management
California
$743K -$11.6K -160 -2%
MPPLM
330
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$743K +$681K +9,392 New
FUBT
331
First United Bank & Trust
Maryland
$723K -$42.1K -580 -6%
FSA
332
Financial Sense Advisors
California
$718K +$284K +3,912 +76%
QCG
333
Quadrant Capital Group
Ohio
$704K -$79.8K -1,100 -11%
AWM
334
Aprio Wealth Management
Georgia
$703K +$645K +8,890 New
TNB
335
TCF National Bank
South Dakota
$689K +$24.8K +342 +4%
HIA
336
Harbor Investment Advisory
Maryland
$685K -$167K -2,302 -21%
BA
337
Ballew Advisors
Mississippi
$680K +$170K +2,348 +39%
CS
338
Comerica Securities
Michigan
$677K -$38.4K -530 -6%
VVP
339
Venture Visionary Partners
Ohio
$675K
CAL
340
Capital Analysts LLC
Pennsylvania
$670K
PWMG
341
Prestige Wealth Management Group
New Jersey
$666K
GT
342
Greenleaf Trust
Michigan
$663K
VCA
343
Verdence Capital Advisors
Maryland
$663K +$45.8K +632 +8%
Brown Advisory
344
Brown Advisory
Maryland
$659K -$392K -5,400 -39%
FNBT
345
FineMark National Bank & Trust
Florida
$652K -$36.7K -506 -6%
NFG
346
Nations Financial Group
Iowa
$646K -$2.76K -38 -0.5%
AP
347
Appleton Partners
Massachusetts
$637K -$16K -220 -3%
RIA
348
Regal Investment Advisors
Michigan
$635K +$583K +8,032 New
LC
349
LCNB Corp
Ohio
$633K -$36.3K -500 -6%
BWA
350
Burt Wealth Advisors
Maryland
$629K -$20K -276 -3%

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.