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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$8.73M +$650K +8,956 +9%
TA
102
TCG Advisors
Texas
$8.4M +$67.3K +928 +0.9%
WB
103
WesBanco Bank
West Virginia
$8.18M -$36.4K -502 -0.5%
CRC
104
Curi RMB Capital
Illinois
$8.09M -$572K -7,882 -7%
CCM
105
CWH Capital Management
Washington
$8M +$7.33M +101,128 New
BlackRock
106
BlackRock
New York
$7.94M -$178K -2,448 -2%
TAM
107
Tocqueville Asset Management
New York
$7.93M +$69.3K +956 +1%
PFPT
108
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.72M +$29.7K +410 +0.4%
RCM
109
RNC Capital Management
California
$7.33M -$223K -3,080 -3%
MA
110
MUFG Americas
New York
$7.31M -$1.15M -15,910 -15%
FFC
111
Fure Financial Corporation
Minnesota
$7.08M +$6.5M +89,570 New
FWM
112
FSA Wealth Management
Massachusetts
$7.02M +$609K +8,390 +10%
KFP
113
KMG Fiduciary Partners
Ohio
$6.88M -$3.42M -47,130 -35%
AssetMark Inc
114
AssetMark Inc
California
$6.86M +$6.24M +86,098 +12,406%
I2I
115
Insight 2811 Inc
Illinois
$6.54M +$190K +2,622 +3%
SWPG
116
Strategic Wealth Partners Group
Illinois
$6.32M -$287K -3,958 -5%
AO
117
Advisor OS
Illinois
$6.27M +$5.75M +79,268 New
BBA
118
Braun-Bostich & Associates
Pennsylvania
$6.26M -$145 -2 -0%
GIA
119
GHP Investment Advisors
Colorado
$6.15M +$118K +1,622 +2%
FMC
120
First Merchants Corp
Indiana
$6.13M +$143K +1,968 +3%
HPC
121
HM Payson & Co
Maine
$6.08M -$649K -8,944 -10%
FCBT
122
First Citizens Bank & Trust
North Carolina
$6.02M -$1.85M -25,516 -25%
FIA
123
Foundations Investment Advisors
Arizona
$5.54M -$586K -8,084 -10%
UCFA
124
United Capital Financial Advisors
Texas
$5.54M +$1.99M +27,414 +64%
PRWA
125
Platte River Wealth Advisors
Colorado
$5.52M +$4.92M +67,902 New

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.