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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
1SB
351
1ST Source Bank
Indiana
$621K
TWP
352
Total Wealth Planning
Ohio
$613K -$12.5K -172 -2%
Bank of Nova Scotia
353
Bank of Nova Scotia
Ontario, Canada
$608K -$6.82K -94 -1%
LFG
354
LifePlan Financial Group
Ohio
$604K -$44.4K -612 -7%
CCM
355
Cohen Capital Management
California
$603K +$1.16K +16 +0.2%
CS
356
Capital Square
Tennessee
$601K -$11K -152 -2%
SKK
357
Shepherd Kaplan Krochuk
Massachusetts
$601K
HCA
358
Harbour Capital Advisors
Virginia
$599K
SHJ
359
Sharkey, Howes & Javer
Colorado
$597K +$435 +6 +0.1%
LW
360
Linscomb Wealth
Texas
$589K -$54.4K -750 -9%
Koshinski Asset Management
361
Koshinski Asset Management
Illinois
$585K +$537K +7,404 New
PTC
362
Private Trust Company
Ohio
$583K -$25.5K -352 -5%
GPA
363
Garrison Point Advisors
California
$579K -$29K -400 -5%
ASN
364
Advisory Services Network
Georgia
$576K -$8.56K -118 -2%
SCM
365
Snow Capital Management
Pennsylvania
$576K
AWA
366
Arkadios Wealth Advisors
Georgia
$575K +$505K +6,966 +4,583%
FWP
367
FAS Wealth Partners
Kansas
$566K -$12.2K -168 -2%
GP
368
Girard Partners
Pennsylvania
$563K +$162K +2,238 +46%
FFG
369
Fullen Financial Group
Ohio
$561K +$515K +7,098 New
CWM
370
Cahaba Wealth Management
Georgia
$560K +$435 +6 +0.1%
IWC
371
Integrated Wealth Concepts
Massachusetts
$557K +$511K +7,046 New
CRCM
372
Corbett Road Capital Management
Virginia
$557K +$512K +7,054 New
MA
373
Mutual Advisors
Nebraska
$550K -$433K -5,974 -46%
Susquehanna International Group
374
Susquehanna International Group
Pennsylvania
$547K -$5.85M -80,626 -92%
CCP
375
Corient Capital Partners
California
$546K

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.