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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
WP
676
WMS Partners
Maryland
$247K +$233K +2,552 New
TA
677
TrueWealth Advisors
Alabama
$247K
STA
678
Summit Trail Advisors
New York
$246K -$45.6K -500 -16%
SC
679
Scotia Capital
Ontario, Canada
$246K
GFP
680
Gryphon Financial Partners
Ohio
$244K -$80.3K -881 -26%
CS
681
Comerica Securities
Michigan
$244K -$2.92K -32 -1%
CFS
682
CRA Financial Services
New Jersey
$242K -$18.6K -204 -8%
SSWM
683
Sheets Smith Wealth Management
North Carolina
$242K
MWM
684
McNaughton Wealth Management
California
$241K -$17K -187 -7%
RC
685
Rovin Capital
Arizona
$240K +$15.8K +173 +7%
WFA
686
Websterrogers Financial Advisors
South Carolina
$237K
OC
687
Oarsman Capital
Wisconsin
$234K
NAS
688
NWF Advisory Services
California
$234K
CAI
689
Capital Advisors Inc
Oklahoma
$233K -$28.7K -315 -12%
MYIA
690
Mount Yale Investment Advisors
Colorado
$232K
PTB
691
Pioneer Trust Bank
Oregon
$232K
SCA
692
Snowden Capital Advisors
New York
$230K -$5.19K -57 -2%
ClearBridge Investments
693
ClearBridge Investments
New York
$229K
PWP
694
Perfromance Wealth Partners
Illinois
$229K
MP
695
McDonald Partners
Ohio
$228K
WMA
696
West Michigan Advisors
Michigan
$227K -$365 -4 -0.2%
KCM
697
Kendall Capital Management
Maryland
$227K
CT
698
Cambridge Trust
Massachusetts
$224K -$51K -560 -19%
ACM
699
Ategra Capital Management
Virginia
$224K +$182 +2 +0.1%
AA
700
Advisory Alpha
Michigan
$224K -$171K -1,876 -45%

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.