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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
BWA
201
BDO Wealth Advisors
Florida
$2.06M +$302K +4,168 +19%
CTC
202
Central Trust Company
Missouri
$2.04M +$14.7K +202 +0.8%
VOYA Investment Management
203
VOYA Investment Management
Georgia
$2.02M -$115M -1,590,006 -98%
CWM
204
Calamos Wealth Management
Illinois
$2.01M
GWMIA
205
Global Wealth Management Investment Advisory
Florida
$2M -$96.3K -1,328 -5%
Cerity Partners
206
Cerity Partners
New York
$1.98M -$1.28M -17,678 -41%
ICM
207
IMS Capital Management
Oregon
$1.96M +$171K +2,362 +11%
HCMT
208
Highland Capital Management (Tennessee)
Tennessee
$1.94M
ECA
209
Elevated Capital Advisors
Utah
$1.93M +$1.55M +21,400 New
CG
210
Colony Group
Massachusetts
$1.93M +$209K +2,886 +13%
APP
211
Avantax Planning Partners
Iowa
$1.91M +$921K +12,704 +110%
GWM
212
Geneos Wealth Management
Colorado
$1.9M -$49.6K -684 -3%
AWE
213
Avidian Wealth Enterprises
Texas
$1.9M +$1.74M +23,968 New
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$1.89M -$45.1K -622 -3%
RG
215
Rathbones Group
United Kingdom
$1.89M +$7.25K +100 +0.4%
PFS
216
Prospera Financial Services
Texas
$1.85M -$3.48K -48 -0.2%
GT
217
Glenview Trust
Kentucky
$1.84M -$314K -4,334 -16%
PA
218
Pinnacle Associates
New York
$1.83M +$175K +2,410 +12%
TFGT
219
TS Financial Group (TSFG)
Illinois
$1.81M +$11.8K +162 +0.7%
OC
220
Oppenheimer & Co
New York
$1.81M +$580 +8 +0%
SWM
221
Southern Wealth Management
Texas
$1.78M -$150K -2,064 -8%
TNB
222
Thomasville National Bank
Georgia
$1.77M -$55.1K -760 -3%
CL
223
Choreo LLC
Illinois
$1.77M -$77.3K -1,066 -5%
GSIS
224
Global Strategic Investment Solutions
Arizona
$1.76M +$1.62M +22,308 New
ML
225
McAdam LLC
Pennsylvania
$1.76M +$1.01M +13,942 +168%

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.