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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
TNA
576
True North Advisors
Texas
$369K
RIA
577
Regal Investment Advisors
Michigan
$368K +$91 +1 +0%
TCOV
578
Trust Company of Vermont
Vermont
$367K -$13.9K -152 -4%
LT
579
Legacy Trust
Michigan
$364K
EW
580
Element Wealth
Mississippi
$363K
MC
581
Middleton & Co
Massachusetts
$362K
TP
582
Tranquility Partners
Tennessee
$361K
SFM
583
Signet Financial Management
New Jersey
$361K -$729 -8 -0.2%
WLPWM
584
Walled Lake Planning & Wealth Management
Illinois
$361K +$49.9K +548 +17%
SCA
585
Sage Capital Advisors
South Dakota
$360K
LRPA
586
L. Roy Papp & Associates
Arizona
$359K +$91 +1 +0%
TCBWMS
587
Texas Capital Bank Wealth Management Services
Texas
$359K
SMC
588
Smith, Moore & Co
Missouri
$358K +$13.1K +144 +4%
OWM
589
Orgel Wealth Management
Wisconsin
$358K -$12.9K -142 -4%
Wealth Enhancement Advisory Services
590
Wealth Enhancement Advisory Services
Minnesota
$356K -$45.4K -498 -12%
SCA
591
St. Clair Advisors
Ohio
$353K
MAWA
592
Moss Adams Wealth Advisors
Washington
$351K
UWPG
593
Ullmann Wealth Partners Group
Florida
$350K +$91 +1 +0%
HA
594
HFG Advisors
Ohio
$348K
HF
595
Halpern Financial
Virginia
$347K
PAG
596
Paladin Advisory Group
Iowa
$347K
SMA
597
Sage Mountain Advisors
Georgia
$346K -$7.56K -83 -2%
CAAS
598
Capital Asset Advisory Services
Michigan
$346K +$19.1K +210 +6%
LA
599
Legacy Advisors
Pennsylvania
$339K +$109K +1,200 +52%
EB
600
Eastern Bank
Massachusetts
$339K -$29.4K -323 -8%

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.