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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
CAAS
451
Capital Asset Advisory Services
Michigan
$321K
TCBWMS
452
Texas Capital Bank Wealth Management Services
Texas
$320K -$14.5K -200 -5%
MIA
453
MainStreet Investment Advisors
Illinois
$319K -$20.3K -280 -6%
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$319K -$20.3K -280 -6%
IFG
455
Independent Financial Group
California
$319K +$22.5K +310 +8%
AP
456
Adero Partners
California
$316K
PCMC
457
Private Capital Management (Colorado)
Colorado
$316K
HSA
458
HBK Sorce Advisory
Pennsylvania
$312K +$1.16K +16 +0.4%
NFC
459
Northeast Financial Consultants
Connecticut
$312K +$29K +400 +11%
PFA
460
Pure Financial Advisors
California
$311K -$29.3K -404 -9%
DWM
461
Darwin Wealth Management
Florida
$309K +$284K +3,916 New
BP
462
Ballentine Partners
Massachusetts
$301K -$31K -428 -10%
BSW
463
Buckingham Strategic Wealth
Missouri
$297K -$289K -3,988 -51%
CPO
464
Cerity Partners OCIO
New York
$297K +$273K +3,762 New
SCA
465
Sage Capital Advisors
South Dakota
$295K
MC
466
Middleton & Co
Massachusetts
$293K
LRPA
467
L. Roy Papp & Associates
Arizona
$293K +$290 +4 +0.1%
AW
468
ACG Wealth
Georgia
$292K -$1.37M -18,840 -84%
ST
469
Smithfield Trust
Pennsylvania
$290K -$55K -758 -17%
WJWM
470
Williams Jones Wealth Management
New York
$290K +$266K +3,662 New
IAIM
471
International Assets Investment Management
Florida
$288K -$42.8K -590 -14%
IWS
472
Insight Wealth Strategies
California
$287K -$135K -1,858 -34%
BBA
473
BLB&B Advisors
Pennsylvania
$286K
HCM
474
Hollencrest Capital Management
California
$286K
GL
475
Graypoint LLC
New York
$284K

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.