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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
HH
676
HWG Holdings
Texas
$7K +$6.82K +94 New
HFA
677
HC Financial Advisors
California
$6K
WR
678
Watson Rebecca
$6K +$5.8K +80 New
CWC
679
Carolinas Wealth Consulting
North Carolina
$5K
FMTCOCP
680
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
CAM
681
Costello Asset Management
Pennsylvania
$5K +$4.35K +60 New
LC
682
Lindbrook Capital
California
$4K
SIS
683
SVB Investment Services
Utah
$3K
CI
684
CX Institutional
Indiana
$3K +$2.47K +34 New
LWA
685
Lenox Wealth Advisors
New York
$3K +$2.47K +34 New
SWM
686
Selective Wealth Management
Virginia
$2K
TFA
687
Transamerica Financial Advisors
Florida
$1K +$870 +12 New
FCH
688
Freestone Capital Holdings
Washington
$956
FI
689
Financial Insights
Washington
$461 -$389K -5,364 -88%
SL
690
Systelligence LLC
Minnesota
-$7.99M -131,470 Closed
CWM
691
Connecticut Wealth Management
Connecticut
-$6.26M -102,906 Closed
Calamos Advisors
692
Calamos Advisors
Illinois
-$4.32M -71,000 Closed
DGI
693
Disciplined Growth Investors
Minnesota
-$2.47M -40,616 Closed
HC
694
HNP Capital
New York
-$2.65M -40,602 Closed
SCA
695
Spearhead Capital Advisors
Florida
-$1.51M -24,902 Closed
GSWM
696
Golden State Wealth Management
California
-$967K -15,904 Closed
RhumbLine Advisers
697
RhumbLine Advisers
Massachusetts
-$637K -10,472 Closed
CCT
698
Country Club Trust
Missouri
-$621K -10,010 Closed
BP
699
BBR Partners
New York
-$574K -9,446 Closed
MAM
700
Madison Asset Management
Wisconsin
-$446K -7,334 Closed

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.