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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
JP Morgan Chase
26
JP Morgan Chase
New York
$48.8M -$10.3M -142,254 -19%
SGAM
27
Stephens Group Asset Management
Arkansas
$48.2M -$447K -6,164 -1%
ZB
28
Zions Bancorporation
Utah
$44.9M +$960K +13,230 +2%
RJA
29
Raymond James & Associates
Florida
$44M +$1.83M +25,204 +5%
JIC
30
Johnson Investment Counsel
Ohio
$42.9M -$535K -7,370 -1%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$42.7M +$3.61M +49,818 +10%
M&T Bank
32
M&T Bank
New York
$42.2M -$3.58M -49,360 -8%
EH
33
Equitable Holdings
New York
$37.3M -$1.63M -22,542 -5%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$36.7M -$3.1M -42,790 -8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$36.4M -$881K -12,148 -3%
Barclays
36
Barclays
United Kingdom
$35.3M +$31.9M +439,500 +6,297%
AP
37
Advisors Preferred
Maryland
$35.1M +$29.2M +402,836 +1,099%
SS
38
Simplicity Solutions
Minnesota
$33.8M -$626K -8,634 -2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$33.5M
AWM
40
AE Wealth Management
Kansas
$31.4M +$216K +2,972 +0.8%
KeyBank National Association
41
KeyBank National Association
Ohio
$29.4M -$2.79M -38,520 -9%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$29.4M -$290K -3,998 -1%
AAP
43
Arax Advisory Partners
Colorado
$28.4M +$23.8M +328,374 +1,062%
PWAG
44
Polaris Wealth Advisory Group
California
$27.3M +$7.83M +107,974 +46%
ANTB
45
AMG National Trust Bank
Colorado
$26.9M +$3.58M +49,348 +17%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$25.7M +$3.74M +51,572 +19%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$25.3M +$2.47M +34,028 +12%
CC
48
Cassaday & Co
Virginia
$24.8M +$2.7M +37,264 +6%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$24.3M +$10.3M +141,382 +85%
CMA
50
Cedar Mountain Advisors
Oregon
$24.1M -$988K -13,618 -4%

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.