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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
OLVIG
526
Oliver Lagore Vanvalin Investment Group
Michigan
$475K +$448K +4,919 New
CFG
527
Cooper Financial Group
California
$475K -$20.3K -223 -4%
AA
528
Aire Advisors
California
$472K -$3.55K -39 -0.8%
TCA
529
Transcend Capital Advisors
New Jersey
$470K +$31.3K +343 +8%
PCA
530
Providence Capital Advisors
North Carolina
$465K
IAN
531
Integrated Advisors Network
Texas
$464K -$2.64K -29 -0.6%
EW
532
Evoke Wealth
California
$461K +$434K +4,767 New
FIBT
533
First International Bank & Trust
North Dakota
$459K -$187K -2,057 -30%
WTB
534
Washington Trust Bank
Washington
$457K -$379K -4,163 -47%
FPW
535
Flagship Private Wealth
Massachusetts
$455K
HSA
536
HBK Sorce Advisory
Pennsylvania
$454K -$73.1K -802 -15%
RWA
537
Ropes Wealth Advisors
Massachusetts
$453K +$30.3K +332 +8%
GP
538
Girard Partners
Pennsylvania
$452K -$103K -1,135 -20%
PWP
539
Principle Wealth Partners
Connecticut
$451K
MFWP
540
Mosaic Family Wealth Partners
Missouri
$450K -$5.29K -58 -1%
BWP
541
Baldwin Wealth Partners
Massachusetts
$450K
MCA
542
Maryland Capital Advisors
Maryland
$450K
CFO
543
Callan Family Office
Pennsylvania
$448K
VAF
544
Values Added Financial
District of Columbia
$445K +$419K +4,603 New
FFN
545
Focus Financial Network
Minnesota
$445K -$39.7K -436 -9%
JHCP
546
Jackson Hole Capital Partners
Oklahoma
$444K +$365 +4 +0.1%
LFAS
547
Level Four Advisory Services
Texas
$438K +$208K +2,280 +101%
Simplex Trading
548
Simplex Trading
Illinois
$436K -$293K -3,213 -42%
SFC
549
Strategic Financial Concepts
Texas
$436K +$7.29K +80 +2%
IF
550
IRON Financial
Illinois
$431K

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.