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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
EP
401
Eudaimonia Partners
Tennessee
$874K +$140K +1,539 +21%
SQA
402
Simon Quick Advisors
New Jersey
$851K +$729 +8 +0.1%
MA
403
MONECO Advisors
Connecticut
$843K +$214K +2,346 +37%
BIG
404
Builder Investment Group
Georgia
$822K
WCA
405
Waypoint Capital Advisors
Minnesota
$818K
AF
406
Allworth Financial
California
$817K -$52.4K -575 -6%
Legal & General Group
407
Legal & General Group
United Kingdom
$812K +$775K +8,500 New
CAL
408
Capital Analysts LLC
Pennsylvania
$807K -$56.6K -621 -7%
IFG
409
Independent Financial Group
California
$799K -$108K -1,185 -13%
B
410
Bensler
Washington
$794K +$91 +1 +0%
R
411
Rebalance
California
$793K
EWA
412
Etesian Wealth Advisors
Oregon
$792K
CCG
413
Cypress Capital Group
Florida
$784K +$214K +2,351 +41%
BBA
414
BLB&B Advisors
Pennsylvania
$776K +$732K +8,033 New
VA
415
Valmark Advisers
Ohio
$772K +$31.1K +341 +4%
AFC
416
AFT Forsyth & Company
Florida
$770K +$91 +1 +0%
CWM
417
Calamos Wealth Management
Illinois
$768K
WGCA
418
Wolf Group Capital Advisors
Virginia
$766K -$14.9K -163 -2%
EFS
419
Essex Financial Services
Connecticut
$766K +$40K +439 +6%
PP
420
Pegasus Partners
Wisconsin
$760K +$374K +4,103 +109%
S
421
SignatureFD
Georgia
$755K -$6.2K -68 -0.9%
RSWM
422
Robertson Stephens Wealth Management
California
$750K -$674K -7,400 -49%
CGPCS
423
Capital Group Private Client Services
California
$750K -$1.09K -12 -0.2%
CSWM
424
Cassady Schiller Wealth Management
Ohio
$747K
RWM
425
Rockwood Wealth Management
Pennsylvania
$740K

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.