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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
CAM
176
Congress Asset Management
Massachusetts
$2.45M -$5.04M -69,462 -69%
PAS
177
Partnervest Advisory Services
California
$2.44M +$117K +1,618 +6%
CWA
178
Capital Wealth Alliance
Arizona
$2.43M +$2.03K +28 +0.1%
PIA
179
Powell Investment Advisors
Florida
$2.43M +$65.6K +904 +3%
SWM
180
Strategic Wealth Management
Washington
$2.42M +$2.22M +30,666 New
WWM
181
Windsor Wealth Management
Indiana
$2.42M +$188K +2,588 +9%
PA
182
Prism Advisors
California
$2.41M
AF
183
Advisornet Financial
Minnesota
$2.39M -$308K -4,240 -12%
SIA
184
Starfire Investment Advisers
Michigan
$2.37M -$213K -2,936 -9%
AIG
185
American International Group
New York
$2.3M -$406K -5,600 -16%
IP
186
Investment Partners
Ohio
$2.27M +$32.1K +442 +2%
LPIC
187
LeJeune Puetz Investment Counsel
Michigan
$2.25M
GTAM
188
Global Trust Asset Management
Florida
$2.25M +$1.35M +18,614 +188%
CFGS
189
Concourse Financial Group Securities
Alabama
$2.25M +$141K +1,938 +7%
FFG
190
Ford Financial Group
California
$2.23M -$152K -2,096 -7%
Prudential Financial
191
Prudential Financial
New Jersey
$2.2M +$401K +5,530 +25%
MA
192
MCF Advisors
Kentucky
$2.19M -$9.28K -128 -0.5%
SSB
193
Sandy Spring Bank
Maryland
$2.15M -$9.57K -132 -0.5%
CSM
194
CAMG Solamere Management
North Carolina
$2.13M -$63.8K -880 -3%
FPGK
195
Financial Partners Group (Kansas)
Kansas
$2.13M +$1.96M +26,960 New
Renaissance Technologies
196
Renaissance Technologies
New York
$2.1M +$1.16M +16,000 +151%
AIC
197
Ameritas Investment Company
Nebraska
$2.1M +$80.1K +1,104 +4%
FCI
198
Financial Counselors Inc
Kansas
$2.09M +$765K +10,544 +66%
BPA
199
Beacon Pointe Advisors
California
$2.08M -$114K -1,570 -6%
HNB
200
Huntington National Bank
Ohio
$2.06M

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.