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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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$14.8M -$215K -2,354 -2%
SPIA
77
Steward Partners Investment Advisory
New York
$14.5M +$1.03M +11,357 +8%
PAG
78
Private Advisor Group
New Jersey
$14.3M -$1.82M -19,981 -12%
LFWA
79
LBJ Family Wealth Advisors
Texas
$13.9M -$774K -8,488 -6%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$13.6M -$2.06M -22,620 -14%
Prudential Financial
81
Prudential Financial
New Jersey
$13.4M +$1.24M +13,659 +11%
FWM
82
FSA Wealth Management
Massachusetts
$13.3M +$129K +1,418 +1%
Stifel Financial
83
Stifel Financial
Missouri
$13M +$256K +2,804 +2%
JFG
84
JMG Financial Group
Illinois
$12.9M +$278K +3,048 +2%
EC
85
Estate Counselors
Wisconsin
$12.7M -$7.87M -86,405 -40%
OWA
86
Octavia Wealth Advisors
Ohio
$12.6M +$609K +6,680 +5%
BA
87
Bellwether Advisors
Nebraska
$12.5M +$11.8M +129,864 New
BF
88
BOK Financial
Oklahoma
$12.5M -$166K -1,817 -1%
AWM
89
Avior Wealth Management
Nebraska
$12.4M -$1.03M -11,354 -8%
NA
90
NewEdge Advisors
Louisiana
$12.4M -$487K -5,349 -4%
Northern Trust
91
Northern Trust
Illinois
$12.1M +$1.06M +11,671 +10%
BRWA
92
B. Riley Wealth Advisors
Florida
$11.9M -$1.18M -12,969 -10%
CA
93
Cetera Advisors
Colorado
$11.5M +$799K +8,773 +8%
KPWS
94
Kestra Private Wealth Services
Texas
$10.9M +$545K +5,982 +6%
GIA
95
Gladstone Institutional Advisory
Florida
$10.8M +$7.12M +78,142 +232%
CAN
96
Cetera Advisor Networks
California
$10.7M +$952K +10,452 +10%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$10.6M +$2.96M +32,525 +42%
HIP
98
HUB Investment Partners
Texas
$10.5M -$50K -549 -0.5%
UB
99
UMB Bank
Missouri
$10.4M -$103K -1,134 -1%
MCM
100
MAI Capital Management
Ohio
$10.3M -$783K -8,587 -7%

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.