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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
BFPW
751
BOK Financial Private Wealth
Colorado
$164K -$5.19K -57 -3%
SIC
752
Salem Investment Counselors
North Carolina
$161K
EDRH
753
Edmond de Rothschild Holding
Switzerland
$161K
SWM
754
Sugarloaf Wealth Management
Georgia
$161K
TCPG
755
Trivant Custom Portfolio Group
California
$160K
JWM
756
Janiczek Wealth Management
Colorado
$160K
AIA
757
Arcadia Investment Advisors
Idaho
$158K
Deutsche Bank
758
Deutsche Bank
Germany
$151K
DSC
759
Duncker Streett & Co
Missouri
$149K
CHC
760
City Holding Co
West Virginia
$148K
HBT
761
Hills Bank & Trust
Iowa
$146K
BA
762
Ballast Advisors
Minnesota
$143K -$2.73K -30 -2%
SS
763
Sunbelt Securities
Texas
$140K +$91 +1 +0.1%
PLU
764
Performa Ltd (US)
South Carolina
$140K +$91 +1 +0.1%
SWA
765
SOA Wealth Advisors
New York
$136K +$91 +1 +0.1%
VCM
766
Vigilant Capital Management
Maine
$135K
POIA
767
Pin Oak Investment Advisors
Texas
$134K +$34.6K +380 +38%
AIM
768
Acropolis Investment Management
Missouri
$132K -$18.6K -204 -13%
PFBT
769
Parkside Financial Bank & Trust
Missouri
$131K -$96K -1,053 -44%
FCA
770
FinTrust Capital Advisors
South Carolina
$131K
EK
771
Evensky & Katz
Florida
$131K +$182 +2 +0.1%
GBT
772
Grove Bank & Trust
Florida
$116K
USB
773
Union Savings Bank
Connecticut
$114K +$104K +1,146 New
MIA
774
Milestone Investment Advisors
Wisconsin
$112K
BWL
775
Bogart Wealth LLC
Virginia
$112K

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.