iShares Russell Mid-Cap Growth ETF
917 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 256 increasing their positions, 296 reducing their positions, and 52 closing their positions.
12,064% more call options, than puts
Call options by funds: $8.88M | Put options by funds: $73K
25% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 52
0% more funds holding
Funds holding: 916 → 917 (+1)
6% less capital invested
Capital invested by funds: $9.81B → $9.24B (-$566M)
10% less funds holding in top 10
Funds holding in top 10: 39 → 35 (-4)
14% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 296
15.2% less ownership
Funds ownership: 90.25% → 75.05% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$80.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$65.5M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$50.3M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$33.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$2.18B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$122M |
| 3 |
Barclays
London,
United Kingdom
|
-$39.5M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$32.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$28.2M |
IWP Hedge Fund Activity: Q3 2023 in Review
917 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2023, worth a combined $9.24B — down 5.8% from $9.81B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new IWP positions and 52 closed out — a net gain of 13 holders — while 256 added to existing stakes and 296 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $80.8M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $2.18B sold.
- 917 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2023, up from 916 in Q2 2023.
- Funds reported $9.24B of iShares Russell Mid-Cap Growth ETF stock for Q3 2023, down 5.8% quarter-over-quarter.
- 65 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2023 and 52 closed out, a net change of +13 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2023 was Wellington Management Group, an estimated $80.8M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $2.18B sold.
Based on aggregated 13F filings for Q3 2023.