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iShares Russell Mid-Cap Growth ETF

688 hedge funds and large institutions have $8.96B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 185 increasing their positions, 247 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 35

82% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $1.9M

35% more funds holding in top 10

Funds holding in top 10: 3446 (+12)

28% more capital invested

Capital invested by funds: $6.98B → $8.96B (+$1.98B)

10% more funds holding

Funds holding: 624688 (+64)

1.54% less ownership

Funds ownership: 150.14%148.6% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 247

Holders
688
Holders Change
+64
Holders Change %
+10.26%
% of All Funds
14.11%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.94%
New
104
Increased
185
Reduced
247
Closed
35
Calls
$3.46M
Puts
$1.9M
Net Calls
+$1.56M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
76
GenWealth Group
New Jersey
$13M +$11.8M +162,508 New
JFG
77
JMG Financial Group
Illinois
$12.9M -$31K -428 -0.3%
PCP
78
Proficio Capital Partners
Massachusetts
$12.8M +$4.84M +66,710 +70%
MCWS
79
McKinley Carter Wealth Services
West Virginia
$12.8M -$1.09M -15,032 -9%
CMO
80
Covenant Multifamily Offices
Texas
$12.7M +$14.8K +204 +0.1%
Mariner
81
Mariner
Kansas
$11.9M +$3.63M +50,058 +50%
PAG
82
Private Advisor Group
New Jersey
$11.4M -$79.9K -1,102 -0.8%
BF
83
BOK Financial
Oklahoma
$11.2M -$4.35M -60,020 -30%
NP
84
NorthRock Partners
Minnesota
$11.1M -$2.6M -35,802 -20%
CM
85
Churchill Management
California
$10.9M -$308K -4,252 -3%
BDF
86
Balasa Dinverno & Foltz
$10.7M -$6.69M -92,200 -27%
EWA
87
EP Wealth Advisors
California
$10.5M -$1.57M -21,666 -14%
HighTower Advisors
88
HighTower Advisors
Illinois
$10.5M +$1.36M +18,754 +16%
WIC
89
Whitegate Investment Counselors
New Hampshire
$10.3M +$1.06M +14,640 +13%
Stifel Financial
90
Stifel Financial
Missouri
$10.1M -$24.5K -338 -0.3%
SFSG
91
Stearns Financial Services Group
North Carolina
$9.93M -$294K -4,056 -3%
TWM
92
Tolleson Wealth Management
Texas
$9.88M -$4.44M -61,224 -33%
FC
93
Forte Capital
New York
$9.72M +$17.1K +236 +0.2%
BCWM
94
Bartlett & Co Wealth Management
Ohio
$9.67M +$496K +6,832 +6%
BC
95
Bartlett & Co
Ohio
$9.66M +$496K +6,832 +6%
SPIA
96
Steward Partners Investment Advisory
New York
$9.56M +$815K +11,232 +10%
BRWA
97
B. Riley Wealth Advisors
Florida
$9.55M +$7.61M +104,914 +663%
KCM
98
Karp Capital Management
California
$9.48M +$124K +1,712 +1%
CAN
99
Cetera Advisor Networks
California
$8.96M +$14.9K +206 +0.2%
HH
100
Hilltop Holdings
Texas
$8.89M +$2.72M +37,450 +50%

IWP Hedge Fund Activity: Q2 2020 in Review

688 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2020, worth a combined $8.96B — up 28% from $6.98B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new IWP positions and 35 closed out — a net gain of 69 holders — while 185 added to existing stakes and 247 trimmed.

The largest buyer was Bessemer Group, adding an estimated $72.8M. The largest seller was Wells Fargo, cutting an estimated $172M.

  • 688 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2020, up from 624 in Q1 2020.
  • Funds reported $8.96B of iShares Russell Mid-Cap Growth ETF stock for Q2 2020, up 28% quarter-over-quarter.
  • 104 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2020 and 35 closed out, a net change of +69 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2020 was Bessemer Group, an estimated $72.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2020 was Wells Fargo, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2020.