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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
FUBT
451
First United Bank & Trust
Maryland
$661K -$1.37K -15 -0.2%
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$661K +$88.9K +975 +17%
GWSA
453
Global Wealth Strategies & Associates
Colorado
$659K -$10.8K -119 -2%
ATPW
454
Ashton Thomas Private Wealth
Arizona
$655K +$15.1K +166 +3%
TC
455
Trilogy Capital
California
$650K -$8.84K -97 -1%
SWM
456
Spire Wealth Management
Virginia
$645K -$908K -9,965 -60%
CCMG
457
Clark Capital Management Group
Pennsylvania
$643K +$85.9K +943 +17%
1SB
458
1ST Source Bank
Indiana
$639K -$18.2K -200 -3%
HWA
459
Heritage Wealth Advisors
Virginia
$628K
BWA
460
Burt Wealth Advisors
Maryland
$622K
CS
461
Capital Square
Tennessee
$621K
FA
462
Financial Alternatives
California
$620K
NFC
463
Northeast Financial Consultants
Connecticut
$617K
CAC
464
Certified Advisory Corp
Florida
$615K -$145K -1,594 -20%
AT
465
American Trust
Kentucky
$606K +$911 +10 +0.2%
CBFP
466
Cedar Brook Financial Partners
Ohio
$600K
AP
467
Appleton Partners
Massachusetts
$597K
LMKC
468
L.M. Kohn & Company
Ohio
$586K
WKSWA
469
White Knight Strategic Wealth Advisors
New Jersey
$582K -$1.82K -20 -0.3%
NAM
470
NTV Asset Management
West Virginia
$582K
SWP
471
Summit Wealth Partners
Florida
$581K +$182 +2 +0%
SC
472
SouthState Corp
Florida
$581K -$7.2K -79 -1%
MFG
473
Magnus Financial Group
New York
$580K +$273 +3 +0%
VCM
474
Viewpoint Capital Management
Washington
$580K
PFA
475
Pathway Financial Advisors
Vermont
$580K +$4.56K +50 +0.8%

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.