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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
VCP
501
Vista Capital Partners
Oregon
$249K -$43.5K -600 -16%
FNBOO
502
First National Bank of Omaha
Nebraska
$247K -$47.6K -656 -17%
BCM
503
Bourgeon Capital Management
Connecticut
$246K
WA
504
WealthTrust Axiom
Pennsylvania
$246K +$226K +3,116 New
FIM
505
Fernwood Investment Management
Massachusetts
$244K +$224K +3,086 New
TYCC
506
Texas Yale Capital Corp
Florida
$244K +$224K +3,090 New
GIM
507
Goelzer Investment Management
Indiana
$242K -$51.6K -712 -19%
PWM
508
Perigon Wealth Management
California
$242K
FFC
509
First Financial Corp
Indiana
$242K +$145K +2,000 +189%
IC
510
Intersect Capital
California
$240K +$220K +3,036 New
STB
511
S&T Bank
Pennsylvania
$239K +$219K +3,018 New
TGAM
512
TBH Global Asset Management
Tennessee
$237K +$218K +3,002 New
CFA
513
Carroll Financial Associates
North Carolina
$236K
CCA
514
Clearwater Capital Advisors
Illinois
$235K -$140K -1,930 -39%
RBFC
515
Roman Butler Fullerton & Co
Missouri
$235K +$216K +2,976 New
CIR
516
Clear Investment Research
Georgia
$234K +$46.9K +646 +28%
TC
517
TownSquare Capital
Utah
$232K -$116K -1,600 -35%
CWM
518
CCG Wealth Management
California
$230K -$51.8K -714 -20%
TNA
519
True North Advisors
Texas
$230K -$36.3K -500 -15%
TPA
520
Trivium Point Advisory
Connecticut
$229K +$204K +2,812 New
FHA
521
Flagship Harbor Advisors
Massachusetts
$228K -$19.3K -266 -8%
PCM
522
Parsons Capital Management
Rhode Island
$228K +$209K +2,884 New
HFA
523
High Falls Advisors
New York
$228K +$210K +2,890 New
OC
524
Oarsman Capital
Wisconsin
$226K +$207K +2,856 New
WF
525
Welch & Forbes
Massachusetts
$225K +$206K +2,846 New

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.