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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
GWS
626
Glassman Wealth Services
Virginia
$40K
MF
627
Manchester Financial
California
$40K +$14.2K +196 +64%
PWP
628
Principle Wealth Partners
Connecticut
$40K +$36.6K +504 New
POIA
629
Pin Oak Investment Advisors
Texas
$39K
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$38K -$8.99K -124 -20%
TFO
631
Tarbox Family Office
California
$38K
PA
632
Procyon Advisors
Connecticut
$37K +$2.47K +34 +8%
WB
633
Webster Bank
Connecticut
$36K
CCM
634
Covington Capital Management
California
$35K -$2.47K -34 -7%
HI
635
Human Investing
Oregon
$34K +$29K +400 +1,429%
ANBT
636
American National Bank & Trust
Texas
$32K
LF
637
Lee Financial
Texas
$32K
FA
638
Fortis Advisors
Pennsylvania
$31K
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$30K
RWA
640
Ropes Wealth Advisors
Massachusetts
$30K
BAMG
641
Brand Asset Management Group
Missouri
$29K
IWP
642
IAG Wealth Partners
Wisconsin
$29K
WLPWM
643
Walled Lake Planning & Wealth Management
Illinois
$29K +$27K +372 New
APWM
644
Atlas Private Wealth Management
New York
$28K +$25.4K +350 New
RFA
645
Reilly Financial Advisors
California
$25K
ARMC
646
American Research & Management Company
Massachusetts
$22K
AWM
647
Apollon Wealth Management
South Carolina
$22K +$19.7K +272 New
VRM
648
Vectors Research Management
New York
$21K +$18.9K +260 New
MIM
649
Macroview Investment Management
Maryland
$19K -$4.35K -60 -20%
RBC
650
Roble Belko & Company
Pennsylvania
$19K

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.