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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
DJYG
651
David J. Yvars Group
Florida
$275K
UL
652
Unionview LLC
Washington
$274K +$9.57K +105 +4%
SRC
653
Sage Rhino Capital
California
$272K
BAM
654
Belpointe Asset Management
Nevada
$269K -$409K -4,485 -62%
BB
655
Busey Bank
Illinois
$267K
PFGIA
656
Patriot Financial Group Insurance Agency
Massachusetts
$266K +$251K +2,757 New
WCM
657
Windsor Capital Management
Arizona
$265K
LIA
658
LifePlan Investment Advisors
North Carolina
$263K +$248K +2,718 New
SWM
659
SeaCrest Wealth Management
New York
$262K
CPSAC
660
Chas P. Smith & Associates (CPS)
Florida
$262K
AWA
661
Amplius Wealth Advisors
Pennsylvania
$262K -$243K -2,664 -50%
SFS
662
Stiles Financial Services
Minnesota
$261K
CT
663
Caldwell Trust
Florida
$261K
MFA
664
Mayflower Financial Advisors
Massachusetts
$259K -$7.84K -86 -3%
FFA
665
First Foundation Advisors
California
$258K +$244K +2,674 New
BTWM
666
Baker Tilly Wealth Management
Wisconsin
$258K
NEWAS
667
N.E.W. Advisory Services
Wisconsin
$256K
FIM
668
Fernwood Investment Management
Massachusetts
$255K
GCM
669
Geneva Capital Management
Wisconsin
$254K -$884K -9,697 -79%
YIA
670
YHB Investment Advisors
Connecticut
$253K -$1.28K -14 -0.5%
CFA
671
Cahill Financial Advisors
Minnesota
$252K +$9.39K +103 +4%
NHC
672
Nicholas Hoffman & Company
Georgia
$252K
BB
673
Bell Bank
North Dakota
$251K +$237K +2,600 New
PVAMC
674
PPS&V Asset Management Consultants
Michigan
$251K -$32.8K -360 -14%
CG
675
Caprock Group
Idaho
$249K

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.