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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
BC
51
Brinker Capital
Pennsylvania
$23.7M -$410K -5,648 -2%
GW
52
GW & Wade
Massachusetts
$21.6M -$533K -7,350 -3%
KF
53
Krilogy Financial
Missouri
$21M +$75.7K +1,044 +0.4%
HFS
54
Hantz Financial Services
Michigan
$20.4M +$2.32K +32 +0%
BPB
55
Badgley, Phelps & Bell
Washington
$20M -$840K -11,584 -4%
Citigroup
56
Citigroup
New York
$19.6M +$757K +10,432 +4%
TI
57
Truepoint Inc
Ohio
$19.3M -$1.59M -21,962 -8%
OCM
58
One Capital Management
California
$18.9M +$379K +5,226 +2%
EB
59
Eastern Bank
Massachusetts
$18.9M +$240K +3,304 +1%
AUB
60
Atlantic Union Bankshares
Virginia
$17.8M +$5.95M +81,988 +57%
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$17.7M +$277K +3,820 +2%
IIC
62
Integrated Investment Consultants
Michigan
$17.4M +$24.9K +344 +0.2%
BCIM
63
Bishop & Co Investment Management
Pennsylvania
$16.9M -$533K -7,344 -3%
UB
64
UMB Bank
Missouri
$16.7M -$2.8M -38,600 -15%
N
65
Nuveen
North Carolina
$15.8M -$11.6M -160,000 -44%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$15.5M -$1.75M -24,192 -11%
AI
67
Accredited Investors
Minnesota
$15.4M -$369K -5,088 -3%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$15.4M -$672K -9,270 -5%
CA
69
Cetera Advisors
Colorado
$15M -$558K -7,688 -4%
MML Investors Services
70
MML Investors Services
Massachusetts
$13.8M -$258K -3,560 -2%
ACM
71
Anfield Capital Management
California
$13.6M -$682K -9,400 -6%
Northern Trust
72
Northern Trust
Illinois
$13.4M +$1.36M +18,726 +12%
Comerica Bank
73
Comerica Bank
Texas
$13.4M -$151K -2,078 -1%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$13.3M -$32.5K -448 -0.3%
LFWA
75
LBJ Family Wealth Advisors
Texas
$13.2M +$59.6K +822 +0.5%

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.