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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
MFG
426
Magnus Financial Group
New York
$383K -$5.37K -74 -2%
IWP
427
Icon Wealth Partners
Texas
$382K
IF
428
IRON Financial
Illinois
$379K
Millennium Management
429
Millennium Management
New York
$378K +$346K +4,776 New
CHJWM
430
Carlton Hofferkamp & Jenks Wealth Management
Texas
$377K +$2.03K +28 +0.6%
CT
431
Caldwell Trust
Florida
$373K
ACM
432
Advisors Capital Management
New Jersey
$369K -$163K -2,248 -33%
SSWM
433
Smith Salley Wealth Management
North Carolina
$368K
GC
434
Gilbert & Cook
Iowa
$366K -$216K -2,978 -39%
GFS
435
GYL Financial Synergies
Connecticut
$361K -$108K -1,484 -25%
BAM
436
Belpointe Asset Management
Nevada
$359K +$14.2K +196 +5%
AIA
437
Armor Investment Advisors
North Carolina
$356K
C
438
Certuity
Florida
$353K +$324K +4,470 New
WTB
439
Washington Trust Bank
Washington
$342K -$301K -4,152 -49%
BL
440
Balentine LLC
Georgia
$342K
FA
441
FDx Advisors
Illinois
$341K +$3.05K +42 +1%
Legal & General Group
442
Legal & General Group
United Kingdom
$340K -$50.8K -700 -14%
SMFS
443
Squar Milner Financial Services
California
$332K -$120K -1,660 -28%
UWPG
444
Ullmann Wealth Partners Group
Florida
$329K
NAS
445
Nicolet Advisory Services
Wisconsin
$328K +$39.7K +548 +15%
VFA
446
Valeo Financial Advisors
Indiana
$325K
VA
447
Valmark Advisers
Ohio
$324K +$49.3K +680 +20%
WLIM
448
White Lighthouse Investment Management
Massachusetts
$323K +$296K +4,080 New
BWP
449
Baldwin Wealth Partners
Massachusetts
$322K
CAM
450
Cresset Asset Management
Illinois
$322K +$296K +4,076 New

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.