We are live on ! Find out more
IWP icon

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
CFD
801
Creative Financial Designs
Indiana
$73.2K +$3.83K +42 +6%
National Bank of Canada
802
National Bank of Canada
Quebec, Canada
$68.6K
WTA
803
Washington Trust Advisors
Massachusetts
$68.3K -$79.6K -874 -55%
DMKJ
804
David M. Knott Jr
$67K
NSIM
805
North Star Investment Management
Illinois
$66.7K
HR
806
Howe & Rusling
New York
$66.4K -$15.1K -166 -19%
PB
807
Pinnacle Bancorp
Nebraska
$66K
GI
808
Gradient Investments
Minnesota
$65.4K +$1.73K +19 +3%
SFC
809
SYM Financial Corp
Indiana
$65.2K +$91 +1 +0.1%
FFA
810
Farther Finance Advisors
California
$63.7K
HDIM
811
Hanson & Doremus Investment Management
Vermont
$61K
GG
812
Gleason Group
Kentucky
$60K
CIA
813
Cape Investment Advisory
Georgia
$57.9K +$9.57K +105 +21%
CCP
814
Clarkston Capital Partners
Michigan
$56.7K
LFA
815
Level Financial Advisors
New York
$55.6K +$46.3K +508 +758%
SC
816
Stephens Consulting
Michigan
$55.2K
AIC
817
Archer Investment Corporation
Indiana
$55.2K +$2.73K +30 +6%
EWP
818
Elevation Wealth Partners
California
$55K
RIA
819
Realta Investment Advisors
Delaware
$54.3K +$51.2K +562 New
TH
820
TCTC Holdings
Texas
$53.1K
GWANC
821
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.8K
PIAS
822
PCA Investment Advisory Services
Ohio
$52.6K +$49.5K +543 New
ADL
823
Asset Dedication LLC
California
$52K -$24.1K -265 -33%
BONH
824
Bank of New Hampshire
New Hampshire
$49.5K
GWS
825
Glassman Wealth Services
Virginia
$47.7K

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.