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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
Lazard Asset Management
476
Lazard Asset Management
New York
$284K
CIA
477
Choate Investment Advisors
Massachusetts
$283K +$259K +3,576 New
PMFA
478
Plante Moran Financial Advisors
Michigan
$282K -$25.7K -354 -9%
NWM
479
Northwest Wealth Management
Iowa
$281K
MA
480
MONECO Advisors
Connecticut
$281K +$8.7K +120 +3%
WPC
481
White Pine Capital
Minnesota
$280K
TP
482
Tranquility Partners
Tennessee
$278K -$61.8K -852 -19%
WAP
483
Wealthcare Advisory Partners
Pennsylvania
$274K -$3.63K -50 -1%
FFN
484
Focus Financial Network
Minnesota
$272K +$250K +3,442 New
DC
485
Davenport & Co
Virginia
$271K +$249K +3,430 New
WI
486
Wintrust Investments
Illinois
$271K +$249K +3,432 New
SMC
487
Smith, Moore & Co
Missouri
$265K -$725 -10 -0.3%
GIA
488
Gladstone Institutional Advisory
Florida
$263K +$242K +3,330 New
AA
489
Argent Advisors
Louisiana
$261K -$59.3K -818 -20%
Fiera Capital (Canada)
490
Fiera Capital (Canada)
Quebec, Canada
$261K
EP
491
Eudaimonia Partners
Tennessee
$260K +$110K +1,516 +86%
OA
492
Oxbow Advisors
Texas
$259K +$238K +3,280 New
BAM
493
Berkshire Asset Management
Pennsylvania
$258K -$11.6K -160 -5%
SXL
494
Summit X LLC
Missouri
$258K +$237K +3,262 New
MMPW
495
Mitchell McLeod Pugh & Williams
Alabama
$257K +$236K +3,250 New
HF
496
Halpern Financial
Virginia
$255K +$55K +758 +31%
RF
497
RHS Financial
California
$255K +$234K +3,224 New
CT
498
Cambridge Trust
Massachusetts
$254K +$212K +2,922 New
AA
499
Ancora Advisors
Ohio
$253K
CAL
500
Capital Advisors Ltd
Ohio
$251K +$70.8K +976 +44%

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.