We are live on ! Find out more
IWP icon

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
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$69.8M -$83.9K -921 -0.1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$69M +$11M +121,229 +20%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$58.9M +$6.56M +71,991 +13%
EH
29
Equitable Holdings
New York
$54M +$1.2M +13,126 +2%
SRA
30
Summit Rock Advisors
New York
$52.4M +$49.4M +542,533 New
SGAM
31
Stephens Group Asset Management
Arkansas
$51.5M +$5.32M +58,359 +12%
CFB
32
Cullen/Frost Bankers
Texas
$46.8M +$5.69M +62,455 +15%
RA
33
Rodgers & Associates
Pennsylvania
$45.6M -$304K -3,337 -0.7%
Mariner
34
Mariner
Kansas
$44.9M -$644K -7,063 -1%
JIC
35
Johnson Investment Counsel
Ohio
$42.9M -$607K -6,665 -1%
Barclays
36
Barclays
United Kingdom
$40M +$37.7M +413,180 +44,911%
Creative Planning
37
Creative Planning
Kansas
$39.1M -$665K -7,295 -2%
M&T Bank
38
M&T Bank
New York
$35.5M -$283K -3,103 -0.8%
SI
39
Stephens Inc
Arkansas
$33.9M -$207K -2,272 -0.6%
ANTB
40
AMG National Trust Bank
Colorado
$31.7M -$1.83M -20,060 -6%
GW
41
GW & Wade
Massachusetts
$31.2M +$133K +1,462 +0.5%
AWM
42
AE Wealth Management
Kansas
$31.2M -$2.22M -24,380 -7%
RJA
43
Raymond James & Associates
Florida
$31M +$993K +10,892 +4%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$29.6M +$1.46M +16,011 +6%
HFS
45
Hantz Financial Services
Michigan
$28.7M +$1.62M +17,771 +6%
RFA
46
RTD Financial Advisors
Pennsylvania
$28.3M +$360K +3,953 +1%
CMA
47
Cedar Mountain Advisors
Oregon
$26.4M -$147K -1,617 -0.6%
KF
48
Krilogy Financial
Missouri
$25.9M +$188K +2,066 +0.8%
BCI
49
Brinker Capital Investments
Pennsylvania
$25.9M -$1.08M -11,867 -4%
OPS
50
Orion Portfolio Solutions
Nebraska
$25.9M -$1.08M -11,867 -4%

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.