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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
SW
201
Simplicity Wealth
New Jersey
$3.23M -$225K -2,473 -7%
AB
202
Atlas Brown
Kentucky
$3.21M +$47.9K +526 +2%
MC
203
Mathes Company
New York
$3.21M +$3.02M +33,180 New
CCB
204
Country Club Bank
Missouri
$3.16M +$211K +2,320 +8%
ONB
205
Old National Bancorp
Indiana
$3.16M -$137K -1,504 -4%
T. Rowe Price Associates
206
T. Rowe Price Associates
Maryland
$3.13M +$298K +3,266 +11%
WWM
207
Windsor Wealth Management
Indiana
$3.04M -$225K -2,464 -7%
MPPLM
208
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.04M +$2.86M +31,437 New
AI
209
Auour Investments
Massachusetts
$3.02M +$2.85M +31,291 New
SPC
210
Sigma Planning Corp
Michigan
$3.02M -$231K -2,540 -8%
VCM
211
Vision Capital Management
Oregon
$3.02M -$6.56K -72 -0.2%
EWMCB
212
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.02M +$18.1K +199 +0.6%
MCM
213
MV Capital Management
Maryland
$2.98M +$199K +2,181 +8%
TFA
214
Transamerica Financial Advisors
Florida
$2.93M +$565K +6,200 +26%
Bessemer Group
215
Bessemer Group
New Jersey
$2.85M
AWMNH
216
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.85M +$260K +2,854 +11%
WAM
217
Weinberger Asset Management
California
$2.81M -$109K -1,198 -4%
DWM
218
Darwin Wealth Management
Florida
$2.77M -$154K -1,689 -6%
Principal Financial Group
219
Principal Financial Group
Iowa
$2.77M -$957K -10,502 -27%
Cerity Partners
220
Cerity Partners
New York
$2.77M +$953K +10,463 +58%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$2.76M -$268K -2,939 -9%
BJL
222
Brighton Jones LLC
Washington
$2.72M -$2.83K -31 -0.1%
HA
223
Hofer & Associates
California
$2.72M +$137K +1,504 +6%
AF
224
Advisornet Financial
Minnesota
$2.69M -$10.2K -112 -0.4%
RFC
225
Regions Financial Corp
Alabama
$2.68M +$49.2K +540 +2%

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.