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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
ST
626
Smithfield Trust
Pennsylvania
$304K +$72.9K +800 +34%
FAIM
627
Financial Advocates Investment Management
Washington
$303K +$22K +241 +8%
VFA
628
Valeo Financial Advisors
Indiana
$302K -$53K -582 -16%
MAM
629
Madison Asset Management
Wisconsin
$302K
Fiera Capital (Canada)
630
Fiera Capital (Canada)
Quebec, Canada
$302K -$97.3K -1,068 -25%
AA
631
Ancora Advisors
Ohio
$302K
WA
632
WealthTrust Axiom
Pennsylvania
$301K
CAL
633
Capital Advisors Ltd
Ohio
$300K
TYCC
634
Texas Yale Capital Corp
Florida
$299K
WLIM
635
White Lighthouse Investment Management
Massachusetts
$298K -$12.8K -140 -4%
Empower Advisory Group
636
Empower Advisory Group
Colorado
$296K +$31.3K +343 +13%
CWC
637
Carolinas Wealth Consulting
North Carolina
$295K +$272K +2,988 +4,394%
GC
638
Grimes & Company
Massachusetts
$292K +$5.38K +59 +2%
EL
639
EMFO LLC
Florida
$289K
SW
640
SVB Wealth
Massachusetts
$288K -$502K -5,510 -65%
BBHC
641
Brown Brothers Harriman & Co
New York
$287K
PFA
642
Pure Financial Advisors
California
$287K
SPWG
643
Syntegra Private Wealth Group
Missouri
$285K
PFG
644
Peterson Financial Group
Iowa
$284K -$32.1K -352 -11%
PWMAG
645
Pinnacle Wealth Management Advisory Group
New Jersey
$283K
RWA
646
Redhawk Wealth Advisors
Minnesota
$282K +$40.5K +444 +18%
CAG
647
Csenge Advisory Group
Florida
$279K +$263K +2,885 New
CWM
648
Cahill Wealth Management
Michigan
$277K
CHJWM
649
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276K -$820 -9 -0.3%
KL
650
KilterHowling LLC
Colorado
$275K +$182 +2 +0.1%

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.