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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
BFC
476
Bedel Financial Consulting
Indiana
$578K +$3.01K +33 +0.6%
RIS
477
Retirement Income Solutions
Michigan
$577K
PPP
478
Private Portfolio Partners
New Jersey
$577K -$8.02K -88 -1%
OL
479
Owen LaRue
Kentucky
$575K -$50.9K -558 -9%
FTWA
480
Fifth Third Wealth Advisors
Ohio
$574K +$341K +3,745 +170%
Wealthfront Advisers
481
Wealthfront Advisers
California
$571K -$175K -1,925 -25%
APCM
482
Alaska Permanent Capital Management
Alaska
$570K +$538K +5,903 New
CWM
483
Cahaba Wealth Management
Georgia
$569K -$10.4K -114 -2%
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$567K -$110K -1,212 -17%
BWA
485
BlueSky Wealth Advisors
North Carolina
$565K -$23.4K -257 -4%
AA
486
Argent Advisors
Louisiana
$562K +$213K +2,340 +67%
ODIJL
487
One Day In July LLC
Vermont
$557K +$173K +1,900 +49%
OFG
488
Oxford Financial Group
Indiana
$548K
Lazard Asset Management
489
Lazard Asset Management
New York
$547K
RPC
490
Rossmore Private Capital
Connecticut
$544K
RA
491
Ruggaard & Associates
Ohio
$541K
FIA
492
Foundations Investment Advisors
Arizona
$541K -$190K -2,090 -27%
FCB
493
First Command Bank
Texas
$536K -$216K -2,372 -30%
FCFS
494
First Command Financial Services
Texas
$536K -$216K -2,372 -30%
BP
495
Ballentine Partners
Massachusetts
$533K
CCM
496
Cohen Capital Management
California
$531K +$273 +3 +0.1%
SHJ
497
Sharkey, Howes & Javer
Colorado
$526K
AIM
498
Allen Investment Management
New York
$526K
TWP
499
Total Wealth Planning
Ohio
$523K -$6.38K -70 -1%
CIC
500
Carnegie Investment Counsel
Ohio
$515K +$19K +208 +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.