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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
AIM
576
Acropolis Investment Management
Missouri
$110K +$101K +1,388 New
RG
577
Retirement Group
California
$105K +$96.3K +1,328 New
PIMG
578
Patriot Investment Management Group
Tennessee
$99.3K +$91.1K +1,256 New
TC
579
Trust Company
Kansas
$96K -$2.9K -40 -3%
Deutsche Bank
580
Deutsche Bank
Germany
$96K
TCOV
581
Trust Company of Vermont
Vermont
$96K
TFS
582
TrustCore Financial Services
Tennessee
$95K -$5.22K -72 -6%
OC
583
Oakworth Capital
Alabama
$93K -$76.2K -1,050 -47%
CFD
584
Creative Financial Designs
Indiana
$80K +$32.5K +448 +79%
CWM
585
Campbell Wealth Management
Virginia
$80K +$73.8K +1,018 New
BFO
586
Biltmore Family Office
North Carolina
$79K -$1.16K -16 -2%
FEG
587
Financial Enhancement Group
Indiana
$79K
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$78K
SIAP
589
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K
CIAS
590
CBIZ Investment Advisory Services
Ohio
$76K
RDWM
591
Red Door Wealth Management
Tennessee
$76K +$62.7K +864 +800%
PFBT
592
Parkside Financial Bank & Trust
Missouri
$75K -$8.27K -114 -11%
BWL
593
Bogart Wealth LLC
Virginia
$74K
EFSCE
594
Enterprise Financial Services Corp (EFSC)
Missouri
$74K
MPCG
595
Matrix Private Capital Group
New York
$73K
JCM
596
Jacobi Capital Management
Pennsylvania
$69K -$4.93K -68 -8%
BFC
597
Bedel Financial Consulting
Indiana
$68K
SNT
598
Security National Trust
West Virginia
$67K
CCP
599
Clarkston Capital Partners
Michigan
$66K +$60.9K +840 New
SIC
600
Salem Investment Counselors
North Carolina
$65K -$6.82K -94 -10%

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.