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iShares Russell Mid-Cap Growth ETF
IWP

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: 35 → 39 (+4)

4% more funds holding

Funds holding: 882 → 916 (+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

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$2.06B
2
Ameriprise
Ameriprise
Minnesota
+$56.9M
3
SRA
Summit Rock Advisors
New York
+$49.4M
4
Barclays
Barclays
United Kingdom
+$37.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.2M
2
Wells Fargo
Wells Fargo
California
-$61.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$35.8M
4
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$35.5M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
901
Financial Management Professionals
Texas
$7K +$6.74K +74 New
PPWM
902
PFG Private Wealth Management
Florida
$5.89K – – –
IPW
903
Impact Partnership Wealth
Georgia
$5.51K +$5.19K +57 New
YAL
904
Your Advocates Ltd
Texas
$5.22K – – –
NRG
905
Nemes Rush Group
Michigan
$4.93K +$4.65K +51 New
WAM
906
Wolverine Asset Management
Illinois
$4.44K +$4.19K +46 New
VCM
907
Versant Capital Management
Arizona
$4.06K – – –
WAM
908
Worth Asset Management
Texas
$4.06K – – –
NMG
909
New Millennium Group
Utah
$3.74K -$3.37K -37 -49%
HCP
910
Hexagon Capital Partners
Arkansas
$3.48K – – –
EWM
911
Endurance Wealth Management
Rhode Island
$3K – – –
MSFP
912
Mark Sheptoff Financial Planning
Connecticut
$2.71K – – –
TVWM
913
Tower View Wealth Management
Wisconsin
$2K – – –
CB
914
Centennial Bank
Arkansas
$1.74K – – –
MFC
915
Morris Financial Concepts
South Carolina
$773 – – –
HT
916
Headlands Technologies
Illinois
$676 +$638 +7 New
M
917
MOTCO
Texas
$580 +$547 +6 New
IGWM
918
ICA Group Wealth Management
Colorado
$491 – – –
BNP Paribas Financial Markets
919
BNP Paribas Financial Markets
France
– -$35.8M -392,815 Closed
PAMP
920
Polar Asset Management Partners
Ontario, Canada
– -$23.2M -254,700 Closed
PWAG
921
Polaris Wealth Advisory Group
California
– -$6.64M -72,911 Closed
Millennium Management
922
Millennium Management
New York
– -$5.42M -59,473 Closed
HF
923
HRT Financial
New York
– -$3.98M -43,737 Closed
AP
924
Advisors Preferred
Maryland
– -$3.81M -41,822 Closed
ASFA
925
All Season Financial Advisors
Colorado
– -$3.62M -39,785 Closed
35 36
37
38 39

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.