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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
VFA
376
Voya Financial Advisors
Connecticut
$536K -$8.7K -120 -2%
KP
377
Keel Point
Alabama
$536K +$492K +6,782 New
GCM
378
Geneva Capital Management
Wisconsin
$512K -$297K -4,100 -39%
S
379
SignatureFD
Georgia
$507K -$67.3K -928 -13%
UAS
380
United Asset Strategies
New York
$506K -$33.9K -468 -7%
RIS
381
Retirement Income Solutions
Michigan
$499K +$43.2K +596 +10%
SIA
382
Soltis Investment Advisors
Utah
$495K
SWP
383
Summit Wealth Partners
Florida
$494K +$580 +8 +0.1%
MFW
384
Mosaic Family Wealth
Missouri
$493K -$16.2K -224 -3%
WWM
385
Western Wealth Management
Colorado
$491K +$59.8K +824 +15%
RPC
386
Rossmore Private Capital
Connecticut
$482K
Mercer Global Advisors
387
Mercer Global Advisors
Colorado
$480K -$14.9K -206 -3%
DWM
388
Dakota Wealth Management
Florida
$476K
AIM
389
Allen Investment Management
New York
$469K
GRP
390
Global Retirement Partners
California
$468K +$43.5K +600 +11%
W
391
WealthOne
New York
$461K +$121K +1,664 +40%
GLA
392
Great Lakes Advisors
Illinois
$455K
William Blair Investment Management
393
William Blair Investment Management
Illinois
$455K +$286K +3,938 +217%
YWP
394
YorkBridge Wealth Partners
New York
$453K
PCIA
395
Prime Capital Investment Advisors
Kansas
$453K +$399K +5,496 +2,349%
LB
396
Legacy Bridge
Iowa
$451K
SFM
397
Signet Financial Management
New Jersey
$450K -$7.25K -100 -2%
AL
398
Aspiriant LLC
California
$450K +$2.18K +30 +0.5%
IWM
399
IHT Wealth Management
Illinois
$444K +$3.19K +44 +0.8%
PFA
400
Pathway Financial Advisors
Vermont
$443K

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.