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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
XF
151
XML Financial
Maryland
$3.68M +$165K +2,272 +5%
HF
152
HRT Financial
New York
$3.51M +$3.22M +44,402 New
HPCM
153
High Pointe Capital Management
Illinois
$3.42M -$257K -3,540 -8%
FNT
154
First National Trust
Pennsylvania
$3.38M -$688K -9,486 -18%
TA
155
Tiedemann Advisors
New York
$3.32M +$2.09M +28,878 +220%
TPCW
156
TD Private Client Wealth
New York
$3.31M -$10.3K -142 -0.3%
CC
157
Courier Capital
New York
$3.26M
SPC
158
Sigma Planning Corp
Michigan
$3.19M -$1.37M -18,898 -32%
MAM
159
Meeder Asset Management
Ohio
$3.17M +$1.4M +19,324 +93%
APW
160
Acima Private Wealth
Virginia
$3.17M
NFG
161
Next Financial Group
Texas
$3.06M -$30K -414 -1%
AB
162
Atlas Brown
Kentucky
$3.06M +$236K +3,260 +9%
VCM
163
Vision Capital Management
Oregon
$3.04M +$2.79M +38,466 New
MC
164
Mathes Company
New York
$3M -$47.1K -650 -2%
NL
165
NWAM LLC
Washington
$2.94M +$1.13M +15,568 +72%
EAM
166
Eukles Asset Management
Ohio
$2.91M +$5.51K +76 +0.2%
RFC
167
Regions Financial Corp
Alabama
$2.75M +$104K +1,436 +4%
SEI Investments
168
SEI Investments
Pennsylvania
$2.74M -$1.1M -15,124 -30%
EWMCB
169
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.73M +$59.9K +826 +2%
GVAG
170
Great Valley Advisor Group
Delaware
$2.66M +$2.01M +27,744 +466%
SWP
171
Stratos Wealth Partners
Ohio
$2.65M +$381K +5,254 +19%
SPL
172
Smart Portfolios LLC
Washington
$2.62M +$2.22M +30,666 New
BJL
173
Brighton Jones LLC
Washington
$2.58M -$88.6K -1,222 -4%
MCM
174
MV Capital Management
Maryland
$2.48M -$295K -4,062 -11%
DI
175
Disciplined Investments
Oklahoma
$2.46M -$187K -2,578 -8%

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.