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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
MFGP
426
Marshall Financial Group (Pennsylvania)
Pennsylvania
$739K +$456 +5 +0.1%
SFP
427
Sweet Financial Partners
Minnesota
$739K
HTC
428
Haverford Trust Company
Pennsylvania
$738K -$52.6K -577 -7%
LBC
429
Lowe Brockenbrough & Co
Virginia
$732K
GT
430
Greenleaf Trust
Michigan
$726K -$170K -1,860 -20%
WI
431
Wintrust Investments
Illinois
$725K -$10K -110 -1%
RT
432
Rockland Trust
Massachusetts
$723K -$161K -1,762 -19%
MA
433
Mutual Advisors
Nebraska
$721K +$14.8K +162 +2%
SF
434
Summit Financial
New Jersey
$714K +$24.7K +271 +4%
RFWA
435
RPg Family Wealth Advisory
Massachusetts
$714K +$30.2K +331 +5%
GSIAS
436
Garden State Investment Advisory Services
New Jersey
$709K
PG
437
Patten Group
Tennessee
$707K +$68.2K +748 +11%
GPA
438
Garrison Point Advisors
California
$702K
LB
439
Legacy Bridge
Iowa
$698K +$152K +1,670 +30%
RWP
440
Revolve Wealth Partners
New Jersey
$695K
LW
441
Linscomb Wealth
Texas
$693K +$17.9K +196 +3%
EA
442
Eudaimonia Advisors
Tennessee
$691K +$17.9K +196 +3%
NCM
443
Next Capital Management
New York
$690K -$152K -1,665 -19%
CT
444
Colonial Trust
South Carolina
$690K
HCA
445
Harbour Capital Advisors
Virginia
$685K
NFG
446
Nations Financial Group
Iowa
$682K -$6.29K -69 -1%
RRA
447
Round Rock Advisors
Connecticut
$675K -$64.2K -705 -9%
PA
448
Parallel Advisors
California
$674K +$9.39K +103 +1%
EIP
449
Easterly Investment Partners
Massachusetts
$666K
AFG
450
Allegheny Financial Group
Pennsylvania
$663K +$30.2K +331 +5%

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.