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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
FFC
726
First Financial Corp
Indiana
$206K +$1.73K +19 +0.9%
IA
727
Insight Advisors
Pennsylvania
$205K +$194K +2,126 New
EBSAM
728
Eubel Brady & Suttman Asset Management
Ohio
$205K +$193K +2,120 New
VWA
729
Visionary Wealth Advisors
Illinois
$205K +$193K +2,120 New
CA
730
Clearstead Advisors
Ohio
$205K
BFW
731
Brady Family Wealth
Missouri
$204K +$193K +2,115 New
RIM
732
Rockbridge Investment Management
New York
$204K -$8.47K -93 -4%
RW
733
RVW Wealth
California
$203K +$192K +2,105 New
PP
734
PDS Planning
Ohio
$203K +$192K +2,103 New
WS
735
Wedbush Securities
California
$203K +$192K +2,106 New
KWS
736
Keystone Wealth Services
California
$203K +$191K +2,096 New
WP
737
WealthSource Partners
California
$202K +$191K +2,091 New
OC
738
Oakworth Capital
Alabama
$201K
GC
739
Garde Capital
Washington
$200K
LFA
740
LGT Financial Advisors
Texas
$196K +$185K +2,031 New
HBW
741
Hazlett, Burt & Watson
West Virginia
$195K +$45.4K +498 +33%
HCM
742
Hollencrest Capital Management
California
$188K
CFG
743
Citizens Financial Group
Rhode Island
$187K +$176K +1,932 New
VF
744
VitalStone Financial
Texas
$183K -$111K -1,219 -38%
TF
745
Tompkins Financial
New York
$182K +$98.7K +1,083 +135%
AIM
746
Arcadia Investment Management
Michigan
$179K
ASBI
747
American State Bank (Iowa)
Iowa
$176K
MCM
748
Mill Capital Management
North Carolina
$175K
HFS
749
HBC Financial Services
Washington
$170K
MMG
750
Monetary Management Group
Missouri
$169K

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.