iShares Russell Mid-Cap Growth ETF
IWP
714 hedge funds and large institutions have $9.65B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 195 increasing their positions, 252 reducing their positions, and 38 closing their positions.
87% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 38
8% more capital invested
Capital invested by funds: $8.96B → $9.65B (+$686M)
4% more funds holding
Funds holding: 688 → 714 (+26)
1.07% less ownership
Funds ownership: 148.6% → 147.53% (-1.1%)
4% less funds holding in top 10
Funds holding in top 10: 46 → 44 (-2)
23% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 252
84% less call options, than puts
Call options by funds: $4.3M | Put options by funds: $27.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$30.3M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$25M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$20.1M |
| 4 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$11.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.8M |
| 2 |
Barclays
London,
United Kingdom
|
-$37.1M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$31.4M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$25.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$22.5M |
IWP Hedge Fund Activity: Q3 2020 in Review
714 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2020, worth a combined $9.65B — up 7.7% from $8.96B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new IWP positions and 38 closed out — a net gain of 33 holders — while 195 added to existing stakes and 252 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $30.3M. The largest seller was Wellington Management Group, cutting an estimated $48.8M.
- 714 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2020, up from 688 in Q2 2020.
- Funds reported $9.65B of iShares Russell Mid-Cap Growth ETF stock for Q3 2020, up 7.7% quarter-over-quarter.
- 71 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2020 and 38 closed out, a net change of +33 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2020 was Osaic Holdings, an estimated $30.3M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2020 was Wellington Management Group, an estimated $48.8M sold.
Based on aggregated 13F filings for Q3 2020.