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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
BAC
701
Boys Arnold & Co
North Carolina
-$417K -6,858 Closed
WANY
702
Wealthspire Advisors (New York)
New York
-$341K -5,608 Closed
CA
703
Commerzbank Aktiengesellschaft
Germany
-$293K -4,816 Closed
DWA
704
Dougherty Wealth Advisers
Minnesota
-$257K -4,232 Closed
PP
705
PagnatoKarp Partners
Virginia
-$246K -4,048 Closed
CBT
706
Capital Bank & Trust
California
-$169K -2,786 Closed
VCM
707
Vigilant Capital Management
Maine
-$88K -1,450 Closed
AIC
708
Archer Investment Corporation
Indiana
-$80K -1,316 Closed
TRCT
709
Tower Research Capital (TRC)
New York
-$65K -1,076 Closed
BW
710
Bison Wealth
Georgia
-$59K -966 Closed
OAM
711
Oppenheimer Asset Management
New York
-$52K -864 Closed
RFM
712
Royal Fund Management
Florida
-$47K -782 Closed
SWA
713
Stratos Wealth Advisors
Ohio
-$45K -732 Closed
Victory Capital Management
714
Victory Capital Management
Texas
-$38K -632 Closed
SAM
715
S.A. Mason
Michigan
-$35K -570 Closed
VCS
716
Vaughan & Co Securities
New Jersey
-$34.4K -566 Closed
First Manhattan
717
First Manhattan
New York
-$30K -500 Closed
QAM
718
QCI Asset Management
New York
-$24K -400 Closed
GAM
719
Gemmer Asset Management
California
-$22K -358 Closed
CAN
720
Claraphi Advisory Network
United States
-$21K -352 Closed
WP
721
WealthShield Partners
North Carolina
-$20K -322 Closed
PVH
722
Psagot Value Holdings
Israel
-$9K -156 Closed
FGAM
723
Financial Gravity Asset Management
Texas
-$4.87K -80 Closed
BNP Paribas Financial Markets
724
BNP Paribas Financial Markets
France
-$243 -4 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.