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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
PPC
326
Park Place Capital
Alabama
$1.31M
TMWM
327
Taylor & Morgan Wealth Management
Michigan
$1.31M +$182K +2,001 +17%
CT
328
Clearstead Trust
Maine
$1.31M
RDFA
329
Ritter Daniher Financial Advisory
Ohio
$1.31M +$3.37K +37 +0.3%
VVP
330
Venture Visionary Partners
Ohio
$1.3M -$107K -1,177 -8%
SFG
331
Summit Financial Group
West Virginia
$1.3M +$33.4K +366 +3%
FCP
332
Fidelis Capital Partners
Florida
$1.3M +$866K +9,499 +240%
SWA
333
Sax Wealth Advisors
New Jersey
$1.28M -$101K -1,108 -8%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$1.28M +$132K +1,452 +12%
PIA
335
Perennial Investment Advisors
California
$1.27M -$46.4K -509 -4%
SVWAG
336
Sound View Wealth Advisors Group
Georgia
$1.26M -$57.1K -627 -5%
E
337
ETFidea
New York
$1.26M +$229K +2,512 +24%
CFGS
338
Concourse Financial Group Securities
Alabama
$1.25M -$2.02M -22,156 -63%
BCM
339
BTC Capital Management
Iowa
$1.25M
FFL
340
Financial Freedom LLC
Ohio
$1.25M +$729 +8 +0.1%
EWA
341
ERTS Wealth Advisors
Michigan
$1.23M -$4.01K -44 -0.3%
RB
342
Renasant Bank
Mississippi
$1.22M
SYBT
343
Stock Yards Bank & Trust
Kentucky
$1.22M -$34.9K -383 -3%
RWPA
344
Richard W. Paul & Associates
Michigan
$1.21M +$911 +10 +0.1%
DADC
345
D.A. Davidson & Co
Montana
$1.21M -$154K -1,689 -12%
AWM
346
Atticus Wealth Management
Florida
$1.21M -$5.56K -61 -0.5%
AL
347
Aspiriant LLC
California
$1.2M -$1.37K -15 -0.1%
PCIA
348
Prime Capital Investment Advisors
Kansas
$1.17M +$216K +2,374 +24%
AWM
349
Aprio Wealth Management
Georgia
$1.17M +$1.1M +12,113 New
RMCM
350
Reynders McVeigh Capital Management
Massachusetts
$1.16M -$22.8K -250 -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.