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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
HWM
701
HB Wealth Management
Georgia
$224K -$27.3K -300 -11%
VCP
702
Vista Capital Partners
Oregon
$223K
JWCA
703
J.W. Coons Advisors
Ohio
$223K +$91 +1 +0%
ECM
704
Evergreen Capital Management
Washington
$223K
RBFC
705
Roman Butler Fullerton & Co
Missouri
$223K +$202K +2,222 New
GIM
706
Goelzer Investment Management
Indiana
$222K
CF
707
Centaurus Financial
California
$221K -$112K -1,230 -35%
WB
708
West Bancorporation
Iowa
$220K
FP
709
Financial Perspectives
Minnesota
$219K +$3.74K +41 +2%
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$219K
PSF
711
Pacific Sun Financial
California
$219K +$219K +2,403 New
TCM
712
Towercrest Capital Management
Pennsylvania
$219K +$206K +2,264 New
MIA
713
MainStreet Investment Advisors
Illinois
$218K
MCM
714
Monarch Capital Management
Indiana
$218K
AWM
715
Apollon Wealth Management
South Carolina
$218K +$205K +2,254 New
IIC
716
Ironwood Investment Counsel
Arizona
$217K
FHA
717
Flagship Harbor Advisors
Massachusetts
$216K
MWP
718
Madison Wealth Partners
Wisconsin
$212K +$200K +2,190 New
AMM
719
American Money Management
California
$211K -$5.47K -60 -3%
SIA
720
Schechter Investment Advisors
Michigan
$211K +$199K +2,183 New
PSCM
721
Per Stirling Capital Management
Texas
$211K -$15.7K -172 -7%
DIP
722
DT Investment Partners
Pennsylvania
$210K
CWM
723
CCG Wealth Management
California
$209K +$197K +2,160 New
JSW
724
Journey Strategic Wealth
New Jersey
$207K -$5.56K -61 -3%
CW
725
CIC Wealth
Maryland
$207K -$106K -1,168 -35%

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.