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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$3.93M -$114K -1,249 -3%
HCP
177
Holt Capital Partners
Texas
$3.87M +$332K +3,644 +10%
Lido Advisors
178
Lido Advisors
California
$3.78M +$2.36M +25,887 +196%
BMCM
179
Burns Matteson Capital Management
New York
$3.77M +$7.38K +81 +0.2%
MFG
180
Mainsail Financial Group
Washington
$3.74M +$79.6K +873 +2%
NL
181
NWAM LLC
Washington
$3.73M -$262K -2,880 -7%
Citigroup
182
Citigroup
New York
$3.7M -$92.2K -1,012 -3%
Vanguard Group
183
Vanguard Group
Pennsylvania
$3.64M +$3.43M +37,685 New
SWP
184
Stratos Wealth Partners
Ohio
$3.62M -$60.4K -663 -2%
APW
185
Acima Private Wealth
Virginia
$3.59M
ECA
186
Elevated Capital Advisors
Utah
$3.57M +$284K +3,114 +9%
ANB
187
Amarillo National Bank
Texas
$3.53M -$2.55K -28 -0.1%
HNB
188
Huntington National Bank
Ohio
$3.52M
VCM
189
Virtue Capital Management
Tennessee
$3.48M -$1.03M -11,306 -24%
CCM
190
Coldstream Capital Management
Washington
$3.46M -$10K -110 -0.3%
SC
191
Saiph Capital
New Jersey
$3.44M -$1.12M -12,247 -26%
CC
192
Courier Capital
New York
$3.44M
FCH
193
Freestone Capital Holdings
Washington
$3.43M +$2.09M +22,980 +183%
EAM
194
Eukles Asset Management
Ohio
$3.36M -$60.2K -661 -2%
9WM
195
9258 Wealth Management
Ohio
$3.36M +$2.85M +31,278 +884%
TC
196
TAGStone Capital
North Carolina
$3.36M -$46K -505 -1%
WFS
197
Widmann Financial Services
Maryland
$3.29M +$1.64K +18 +0.1%
KFP
198
KMG Fiduciary Partners
Ohio
$3.28M -$551K -6,042 -15%
AWS
199
Atria Wealth Solutions
New York
$3.27M -$206K -2,257 -6%
CA
200
Claro Advisors
Massachusetts
$3.26M +$402K +4,406 +15%

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.