We are live on ! Find out more
IWP icon

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
RC
526
Rinet Company
Massachusetts
$225K +$207K +2,850 New
FAM
527
Formidable Asset Management
Ohio
$224K +$206K +2,840 New
9WM
528
9258 Wealth Management
Ohio
$222K +$204K +2,812 New
BWM
529
BT Wealth Management
Georgia
$220K +$202K +2,786 New
AT
530
Arden Trust
Delaware
$218K -$19.6K -270 -9%
BFA
531
Beacon Financial Advisory
Ohio
$218K +$201K +2,766 New
TC
532
Telemus Capital
Michigan
$217K
SWM
533
SeaCrest Wealth Management
New York
$217K +$199K +2,748 New
OIA
534
OneDigital Investment Advisors
Kansas
$216K +$198K +2,732 New
HA
535
Harborview Advisors
Maine
$213K +$196K +2,698 New
CG
536
Caprock Group
Idaho
$213K +$196K +2,700 New
WI
537
WrapManager Inc
California
$211K +$193K +2,664 New
RSWM
538
Robertson Stephens Wealth Management
California
$209K +$192K +2,650 New
MAFM
539
Mid Atlantic Financial Management
Pennsylvania
$207K +$190K +2,624 New
MPW
540
MA Private Wealth
California
$206K -$669K -9,222 -78%
SYBT
541
Stock Yards Bank & Trust
Kentucky
$206K +$189K +2,600 New
BFA
542
Bragg Financial Advisors
North Carolina
$206K +$189K +2,610 New
ACM
543
AlphaStar Capital Management
North Carolina
$205K +$181K +2,496 New
PWMAG
544
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$188K +2,594 New
ECG
545
EPIQ Capital Group
California
$203K +$186K +2,562 New
CW
546
CreativeOne Wealth
Kansas
$202K +$185K +2,546 New
NNP
547
Nachman Norwood & Parrott
South Carolina
$200K +$184K +2,530 New
ACA
548
Aptus Capital Advisors
Alabama
$198K -$35K -482 -16%
HFA
549
Hoover Financial Advisors
Pennsylvania
$195K +$179K +2,464 New
PFO
550
Pathstone Family Office
New Jersey
$185K +$145 +2 +0.1%

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.