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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
AWM
551
Avior Wealth Management
Nebraska
$175K +$94.7K +1,306 +144%
LWCFA
552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$174K
WB
553
West Bancorporation
Iowa
$172K -$2.61K -36 -2%
TL
554
TrueWealth LLC
Georgia
$170K +$7.25K +100 +5%
BA
555
Ballast Advisors
Minnesota
$164K
BBHC
556
Brown Brothers Harriman & Co
New York
$160K
AIM
557
Arcadia Investment Management
Michigan
$155K
CL
558
Cabana LLC
Arkansas
$151K +$138K +1,904 New
RIM
559
Rockbridge Investment Management
New York
$147K +$134K +1,854 New
LAS
560
Lloyd Advisory Services
Georgia
$144K -$4.35K -60 -3%
HFS
561
HBC Financial Services
Washington
$139K
PO
562
Private Ocean
California
$139K
CF
563
Centaurus Financial
California
$138K -$26.4K -364 -17%
SWM
564
Sugarloaf Wealth Management
Georgia
$132K
1IA
565
1834 Investment Advisors
Wisconsin
$129K
BFEC
566
Benjamin F. Edwards & Company
Missouri
$127K -$6.67K -92 -5%
FCA
567
FinTrust Capital Advisors
South Carolina
$127K +$3.05K +42 +3%
KPCM
568
Kings Point Capital Management
New York
$126K
SCA
569
Stuart Chaussee & Associates
California
$126K +$116K +1,594 New
DSC
570
Duncker Streett & Co
Missouri
$122K
PC
571
Permanens Capital
New York
$119K +$1.89K +26 +2%
EK
572
Evensky & Katz
Florida
$118K +$290 +4 +0.3%
JWM
573
Janiczek Wealth Management
Colorado
$112K +$102K +1,412 New
CHC
574
City Holding Co
West Virginia
$111K -$33.8K -466 -25%
PCA
575
Providence Capital Advisors
North Carolina
$110K -$5.22K -72 -5%

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.