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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
MMA
351
Miracle Mile Advisors
California
$1.16M -$21.1K -231 -2%
LGG
352
Luts & Greenleigh Group
Maryland
$1.15M +$62.1K +681 +6%
ACM
353
Advisors Capital Management
New Jersey
$1.15M -$17.7K -194 -2%
GJIA
354
Glass Jacobson Investment Advisors
Maryland
$1.14M +$1.08M +11,830 New
Susquehanna International Group
355
Susquehanna International Group
Pennsylvania
$1.14M -$3.31M -36,341 -75%
OW
356
Olistico Wealth
Oklahoma
$1.14M +$207K +2,269 +24%
BA
357
Ballew Advisors
Mississippi
$1.13M +$1.91K +21 +0.2%
CPIG
358
Chicago Partners Investment Group
Illinois
$1.13M +$210K +2,305 +25%
CPSC
359
Carl P. Sherr & Co
Massachusetts
$1.11M -$164K -1,803 -14%
AllianceBernstein
360
AllianceBernstein
Tennessee
$1.11M -$301K -3,308 -22%
AWA
361
Arkadios Wealth Advisors
Georgia
$1.11M -$45.7K -502 -4%
AIG
362
American International Group
New York
$1.1M -$301K -3,300 -22%
JJBC
363
James J. Burns & Company
New York
$1.09M -$7.93K -87 -0.8%
WI
364
Wedgewood Investors
Pennsylvania
$1.08M
CWM
365
Cranbrook Wealth Management
Michigan
$1.06M -$4.1K -45 -0.4%
GSEP
366
Golden State Equity Partners
California
$1.05M +$558K +6,125 +129%
FWP
367
FAS Wealth Partners
Kansas
$1.04M +$19.7K +216 +2%
Kovitz Investment Group Partners
368
Kovitz Investment Group Partners
Illinois
$1.04M
CB
369
Cadence Bank
Mississippi
$1.04M
Renaissance Technologies
370
Renaissance Technologies
New York
$1.03M +$975K +10,700 New
BIA
371
BHK Investment Advisors
Alabama
$1.03M -$18.2K -200 -2%
WT
372
Whittier Trust
California
$1.02M
IWM
373
IHT Wealth Management
Illinois
$1.02M +$29.1K +319 +3%
OGF
374
Orin Green Financial
California
$1.01M -$35K -384 -4%
HAS
375
Holland Advisory Services
Florida
$998K -$12.8K -140 -1%

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.