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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
TRCT
926
Tower Research Capital (TRC)
New York
-$3.11M -34,139 Closed
DI
927
Disciplined Investments
Oklahoma
-$2.56M -28,153 Closed
MHS
928
M Holdings Securities
Oregon
-$791K -8,689 Closed
Two Sigma Advisers
929
Two Sigma Advisers
New York
-$738K -8,100 Closed
WFM
930
Wolff Financial Management
Michigan
-$631K -6,934 Closed
TI
931
Trexquant Investment
Connecticut
-$617K -6,781 Closed
SIA
932
Soltis Investment Advisors
Utah
-$570K -6,265 Closed
SW
933
Solidarity Wealth
Utah
-$387K -4,255 Closed
FMN
934
Financial Management Network
California
-$274K -3,040 Closed
DWT
935
Dorsey & Whitney Trust
South Dakota
-$269K -2,950 Closed
ACI
936
Alpha Cubed Investments
California
-$246K -2,706 Closed
HNWA
937
Henrickson Nauta Wealth Advisors
Michigan
-$228K -2,500 Closed
MWAM
938
Manhattan West Asset Management
California
-$222K -2,441 Closed
DI
939
DAGCO Inc
Ohio
-$220K -2,421 Closed
1WM
940
1900 Wealth Management
Texas
-$215K -2,365 Closed
C
941
Certuity
Florida
-$211K -2,315 Closed
TCWA
942
Ten Capital Wealth Advisors
Washington
-$148K -1,627 Closed
First Manhattan
943
First Manhattan
New York
-$65.8K -723 Closed
CA
944
Crewe Advisors
Utah
-$55.4K -608 Closed
EI
945
Ellevest Inc
New York
-$38.2K -420 Closed
AWM
946
Accel Wealth Management
Iowa
-$37.2K -409 Closed
TWA
947
TCI Wealth Advisors
Arizona
-$15.5K -170 Closed
LFG
948
Larson Financial Group
Missouri
-$15.2K -167 Closed
AIM
949
Anchor Investment Management
South Carolina
-$4.19K -46 Closed
ATC
950
Adirondack Trust Company
New York
-$3.82K -42 Closed

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.