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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
IBOK
776
Independence Bank of Kentucky
Kentucky
$112K -$6.38K -70 -6%
TFP
777
Tilia Fiduciary Partners
North Carolina
$111K
MA
778
Montag & Associates
Georgia
$110K
LWCFA
779
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K
CBT
780
CoreFirst Bank & Trust
Kansas
$106K
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$106K +$13.1K +144 +15%
EWA
782
EverSource Wealth Advisors
Alabama
$106K +$91 +1 +0.1%
IF
783
Integrity Financial
Wyoming
$104K -$6.01K -66 -6%
RG
784
Retirement Group
California
$102K +$91 +1 +0.1%
GM
785
GeoWealth Management
Illinois
$99K +$93.3K +1,024 New
TC
786
Trust Company
Kansas
$98.4K
BFO
787
Biltmore Family Office
North Carolina
$96.6K
EWM
788
Evermay Wealth Management
Virginia
$96.6K
OP
789
ORG Partners
Indiana
$94.3K +$88.6K +972 New
MPCG
790
Matrix Private Capital Group
New York
$87K
SIS
791
Sound Income Strategies
Florida
$86.8K -$12.8K -140 -13%
BFEC
792
Benjamin F. Edwards & Company
Missouri
$86K
BTI
793
Blue Trust Inc
Georgia
$83K -$36.4K -399 -30%
PA
794
PSI Advisors
Florida
$80.6K +$91 +1 +0.1%
JGIA
795
Jackson Grant Investment Advisers
Connecticut
$80.3K +$91 +1 +0.1%
CTA
796
Colonial Trust Advisors
South Carolina
$77.3K
SN
797
Sittner & Nelson
Oregon
$77.3K
NIC
798
Northwest Investment Counselors
Oregon
$76.5K
ACA
799
Aptus Capital Advisors
Alabama
$76.1K -$91.4K -1,003 -56%
1832 Asset Management
800
1832 Asset Management
Ontario, Canada
$74.2K

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.