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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
NC
876
NewSquare Capital
Pennsylvania
$16.7K +$15.8K +173 New
IFAM
877
Institutional & Family Asset Management
Colorado
$16.1K
LWA
878
Lowe Wealth Advisors
Maryland
$14.5K
CIAS
879
Capital Investment Advisory Services
North Carolina
$14K +$1K +11 +8%
CCM
880
Chilton Capital Management
Texas
$13.5K
TF
881
TimeScale Financial
Massachusetts
$13.1K +$3.83K +42 +45%
RDIA
882
RE Dickinson Investment Advisors
Iowa
$13K
JFG
883
JDM Financial Group
Texas
$12.9K
PP
884
PrairieView Partners
Minnesota
$12K
KC
885
Kenfarb & Co
Kentucky
$11.6K
WAM
886
WFA Asset Management
Wisconsin
$11.4K
MLA
887
MB, Levis & Associates
Pennsylvania
$10.8K
Russell Investments Group
888
Russell Investments Group
United Kingdom
$10.6K +$10K +110 New
CSB
889
City State Bank
Iowa
$10K
CSC
890
Caldwell Sutter Capital
California
$9.86K
WAG
891
Windsor Advisory Group
Ohio
$9.75K
FDCDDQ
892
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.66K
MTIC
893
Missouri Trust & Investment Company
Missouri
$9.66K
WB
894
Webster Bank
Connecticut
$9.47K -$27.3K -300 -75%
IRC
895
Investors Research Corp
Georgia
$9.47K
HS
896
Horan Securities
United States
$9.3K
NFSG
897
Newbridge Financial Services Group
Florida
$9.22K -$2.28K -25 -21%
FMB
898
Field & Main Bank
Kentucky
$8.7K
BL
899
Balentine LLC
Georgia
$8.12K +$7.66K +84 New
DAC
900
Dividend Assets Capital
South Carolina
$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.