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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
LWP
101
LMG Wealth Partners
Louisiana
$10.3M -$145K -1,589 -1%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$9.98M -$8.37M -91,832 -47%
MBTD
103
Mechanics Bank - Trust Department
California
$9.93M +$582K +6,384 +7%
WIC
104
Whitegate Investment Counselors
New Hampshire
$9.87M -$904K -9,925 -9%
CWM
105
Connecticut Wealth Management
Connecticut
$9.79M -$31K -340 -0.3%
CRC
106
Curi RMB Capital
Illinois
$9.7M -$667K -7,319 -7%
WA
107
Waverly Advisors
Alabama
$9.34M -$39.3K -431 -0.4%
FMII
108
Farmers & Merchants Investments Inc
Nebraska
$9.27M -$70K -768 -0.8%
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.16M -$1.22M -13,368 -12%
CWM
110
Chicago Wealth Management
Illinois
$9.07M +$8.09M +88,811 +1,763%
EWA
111
EP Wealth Advisors
California
$8.97M -$1.64M -18,021 -68%
SEM
112
Strategic Equity Management
Arizona
$8.89M -$152K -1,666 -2%
MGIA
113
Moneta Group Investment Advisors
Missouri
$8.87M +$463K +5,080 +6%
PFPT
114
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.58M +$269K +2,948 +3%
AssetMark Inc
115
AssetMark Inc
California
$8.5M +$7.93M +87,015 +9,468%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$8.38M +$1.41M +15,511 +22%
PFO
117
Pathstone Family Office
New Jersey
$8.25M +$35.2K +386 +0.5%
HFG
118
Heron Financial Group
New York
$8.2M -$410K -4,502 -5%
SCA
119
Southern Capital Advisors
Tennessee
$8.09M +$39.2K +430 +0.5%
AFP
120
Ausdal Financial Partners
Iowa
$7.93M -$190K -2,082 -2%
SWPG
121
Strategic Wealth Partners Group
Illinois
$7.76M +$619K +6,787 +9%
WFA
122
WestHill Financial Advisors
California
$7.24M +$45.9K +504 +0.7%
CW
123
CreativeOne Wealth
Kansas
$7.03M +$554K +6,079 +9%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$6.97M +$320K +3,509 +5%
TAM
125
Tocqueville Asset Management
New York
$6.71M -$66.1K -725 -1%

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.