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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
WT
651
Washington Trust
Rhode Island
$18K
HGWM
652
Harvest Group Wealth Management
Massachusetts
$17K
GEA
653
Glen Eagle Advisors
New Jersey
$16.8K
GI
654
Gradient Investments
Minnesota
$16K -$14.7K -202 -51%
AA
655
AlphaMark Advisors
Kentucky
$16K
HI
656
Hudock Inc
Pennsylvania
$16K
RMC
657
Resources Management Corp
Connecticut
$16K
WCG
658
Weaver Consulting Group
California
$16K
EW
659
Element Wealth
Mississippi
$15K
RP
660
Rice Partnership
Hawaii
$15K
DAM
661
Delta Asset Management
Tennessee
$14K
TCM
662
Tradewinds Capital Management
Washington
$14K
NSB
663
Norway Savings Bank
Maine
$13K
TWA
664
TCI Wealth Advisors
Arizona
$13K
TAM
665
Townsend Asset Management
North Carolina
$13K +$12K +166 New
ADL
666
Asset Dedication LLC
California
$9K -$3.19K -44 -29%
CCM
667
Cribstone Capital Management
Maine
$8K -$7.25K -100 -49%
IRC
668
Investors Research Corp
Georgia
$8K
JPLA
669
Joseph P. Lucia & Associates
New York
$8K
SBL
670
Sargent Bickham Lagudis
Colorado
$8K
SIS
671
Sound Income Strategies
Florida
$8K
YAL
672
Your Advocates Ltd
Texas
$8K
FDCDDQ
673
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.91K -$7.25K -100 -50%
HS
674
Horan Securities
United States
$7K +$1.45K +20 +29%
CB
675
Community Bank
New York
$7K +$6.53K +90 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.