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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
FANJ
601
Financial Architects (New Jersey)
New Jersey
$65K -$2.18K -30 -4%
JGIA
602
Jackson Grant Investment Advisers
Connecticut
$65K
CG
603
Cutler Group
California
$63K -$14.5K -200 -20%
JFA
604
JNBA Financial Advisors
Minnesota
$63K
CHA
605
Carmichael Hill & Associates
Maryland
$62K
CFG
606
Citizens Financial Group
Rhode Island
$62K +$17.1K +236 +43%
PB
607
Pinnacle Bancorp
Nebraska
$58K
FA
608
Faithward Advisors
Pennsylvania
$55K
OIA
609
Optimum Investment Advisors
Illinois
$55K
PCTC
610
Perkins Coie Trust Company
Washington
$55K
CI
611
Cordant Inc
Oregon
$54K
SFC
612
SYM Financial Corp
Indiana
$53K
HR
613
Howe & Rusling
New York
$50K -$13.1K -180 -22%
HDIM
614
Hanson & Doremus Investment Management
Vermont
$50K
IFAM
615
Institutional & Family Asset Management
Colorado
$49K +$14.9K +206 +50%
GG
616
Gleason Group
Kentucky
$48K
SFPG
617
Stonebridge Financial Planning Group
Florida
$47K
EIP
618
Ellis Investment Partners
Pennsylvania
$46K
SC
619
Stralem & Co
New York
$46K
FWM
620
Focused Wealth Management
New York
$44K -$580 -8 -1%
SIM
621
Sonora Investment Management
Arizona
$44K
SWA
622
Sutton Wealth Advisors
Florida
$43.3K
SFS
623
Sowell Financial Services
Arkansas
$41K -$18K -248 -33%
EI
624
Ellevest Inc
New York
$41K
PWM
625
Provident Wealth Management
Tennessee
$41K +$38K +524 New

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.