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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
RTL
501
Red Tortoise LLC
Georgia
$512K +$5.38K +59 +1%
ABC
502
Associated Banc-Corp
Wisconsin
$512K
GFS
503
GYL Financial Synergies
Connecticut
$511K +$63.8K +700 +15%
AFWM
504
AMJ Financial Wealth Management
Virginia
$509K +$480K +5,268 New
WP
505
WealthPLAN Partners
Nebraska
$509K +$5.01K +55 +1%
FI
506
Financial Insights
Washington
$509K -$20K -220 -4%
FLPIM
507
F.L. Putnam Investment Management
Massachusetts
$508K -$166K -1,822 -26%
LIM
508
Leavell Investment Management
Alabama
$505K +$139K +1,529 +41%
MM
509
Meridian Management
Arkansas
$502K
B
510
Bailard
California
$502K
GC
511
Gratus Capital
Georgia
$502K
FWTB
512
First Western Trust Bank
Colorado
$500K -$40.1K -440 -8%
VWA
513
V Wealth Advisors
Kansas
$492K -$14K -154 -3%
V
514
ViaWealth
Kansas
$491K
UCMOK
515
United Capital Management of KS
Kansas
$491K -$103K -1,126 -18%
WTC
516
WhitTier Trust Company
Nevada
$490K
PWMG
517
Prestige Wealth Management Group
New Jersey
$490K
TC
518
TownSquare Capital
Utah
$490K -$448K -4,919 -49%
GC
519
Gilbert & Cook
Iowa
$490K
CWM
520
Cornerstone Wealth Management
Missouri
$487K +$11.6K +127 +3%
MCM
521
Manchester Capital Management
Vermont
$485K
IAG
522
Investmark Advisory Group
Connecticut
$481K +$84.2K +924 +23%
ESB
523
Essex Savings Bank
Connecticut
$480K
PWM
524
Perigon Wealth Management
California
$479K +$128K +1,400 +39%
RMDI
525
R.M. Davis Inc
Maine
$477K

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.