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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
FGAM
826
Financial Gravity Asset Management
Texas
$47.6K +$547 +6 +7%
SAM
827
S.A. Mason
Michigan
$46.9K
CMP
828
Coston McIsaac & Partners
Maine
$46K
HPIA
829
Hamilton Point Investment Advisors
North Carolina
$45.6K
AP
830
Atwood & Palmer
Missouri
$44.5K
WOSD
831
WFA of San Diego
California
$44.4K +$41.8K +459 New
MFC
832
Mechanics Financial Corp
Ohio
$44.1K
CWP
833
Concord Wealth Partners
Virginia
$42K +$1.82K +20 +5%
HWM
834
Horizons Wealth Management
North Carolina
$41.2K
FWM
835
Focused Wealth Management
New York
$40.6K
PCTC
836
Perkins Coie Trust Company
Washington
$40.6K
FMTCOCP
837
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K +$11.3K +124 +44%
PAI
838
Pittenger & Anderson Inc
Nebraska
$38.7K
NCM
839
Northwest Capital Management
Oregon
$38.3K +$36.1K +396 New
FFA
840
Founders Financial Alliance
North Carolina
$34.4K +$2.55K +28 +9%
NSG
841
Nalls Sherbakoff Group
Tennessee
$34.2K
NBT
842
Northwest Bank & Trust
Iowa
$33K +$31.2K +342 New
BAAM
843
Baker Avenue Asset Management
California
$31.9K -$109K -1,200 -78%
AAG
844
Armstrong Advisory Group
Massachusetts
$31.5K
CHA
845
Carmichael Hill & Associates
Maryland
$30.5K
WT
846
Washington Trust
Rhode Island
$30K +$7.11K +78 +34%
GWSG
847
GPS Wealth Strategies Group
Colorado
$29.4K +$7.93K +87 +40%
OIA
848
Optimum Investment Advisors
Illinois
$29.2K
JFA
849
JNBA Financial Advisors
Minnesota
$29.1K
DWMG
850
DB Wealth Management Group
California
$28K

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.