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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
FAIM
401
Financial Advocates Investment Management
Washington
$440K -$69.8K -962 -14%
Westfield Capital Management
402
Westfield Capital Management
Massachusetts
$440K
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$425K -$17.3K -238 -4%
VWA
404
V Wealth Advisors
Kansas
$424K -$7.98K -110 -2%
MWM
405
McNaughton Wealth Management
California
$422K -$485K -6,692 -56%
RMDI
406
R.M. Davis Inc
Maine
$422K -$2.32K -32 -0.6%
PG
407
Patten Group
Tennessee
$421K +$386K +5,320 New
IA
408
IFP Advisors
Florida
$418K -$12.2K -168 -3%
LNC
409
Lincoln National Corp
Pennsylvania
$417K +$10.7K +148 +3%
SQA
410
Simon Quick Advisors
New Jersey
$412K -$1.74K -24 -0.5%
MM
411
Meridian Management
Arkansas
$411K
SC
412
SouthState Corp
Florida
$409K +$31.2K +430 +9%
NFG
413
Nadler Financial Group
Illinois
$409K +$92.8K +1,280 +33%
SWM
414
SVA Wealth Management
Wisconsin
$399K
MCM
415
Manchester Capital Management
Vermont
$396K
CCM
416
Condor Capital Management
New Jersey
$394K +$361K +4,980 New
ESB
417
Essex Savings Bank
Connecticut
$393K +$28.1K +388 +8%
RCAG
418
Rehmann Capital Advisory Group
Michigan
$390K +$290 +4 +0.1%
FAAS
419
First Allied Advisory Services
California
$390K -$1.2M -16,528 -77%
PA
420
Parallel Advisors
California
$389K -$21K -290 -6%
HB
421
Homrich & Berg
Georgia
$389K +$65.3K +900 +22%
LCM
422
Liberty Capital Management
Michigan
$388K -$5.8K -80 -2%
CWS
423
Cypress Wealth Services
California
$388K
WTC
424
WhitTier Trust Company
Nevada
$384K
CFB
425
Cullen/Frost Bankers
Texas
$384K +$286K +3,950 +436%

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.