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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
TF
1
TIAA FSB
Florida
$1.23B -$48.8M -672,472 -4%
Wells Fargo
2
Wells Fargo
California
$1.06B -$172M -2,370,962 -15%
Morgan Stanley
3
Morgan Stanley
New York
$870M +$19M +261,336 +2%
Bank of America
4
Bank of America
North Carolina
$569M -$1.98M -27,282 -0.4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$295M -$4.98M -68,724 -2%
UBS Group
6
UBS Group
Switzerland
$280M +$7.66M +105,600 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$259M -$2.74M -37,736 -1%
AFIMH
8
American Family Insurance Mutual Holding
Wisconsin
$227M +$18.5M +254,534 +10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$209M -$6.87M -94,686 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$205M -$6.56M -90,386 -3%
CB
11
Commerce Bank
Missouri
$196M +$6.51M +89,746 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$144M +$3.53M +48,618 +3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$137M +$21.6M +298,428 +21%
Ameriprise
14
Ameriprise
Minnesota
$123M -$6.92M -95,470 -6%
SF
15
Synovus Financial
Georgia
$119M -$49.3M -680,060 -31%
Truist Financial
16
Truist Financial
North Carolina
$119M -$5.82M -80,198 -5%
US Bancorp
17
US Bancorp
Minnesota
$107M +$5.45M +75,156 +6%
Goldman Sachs
18
Goldman Sachs
New York
$87.5M +$18.3K +252 +0%
LPL Financial
19
LPL Financial
California
$86.5M +$7.42M +102,330 +10%
Bessemer Group
20
Bessemer Group
New Jersey
$82M +$72.8M +1,003,312 +2,997%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$77.6M -$5.9M -81,284 -8%
SI
22
Stephens Inc
Arkansas
$73.9M -$1.78M -24,554 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$66.2M -$7.1M -97,842 -10%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$53.7M +$49.2M +678,938 New
Creative Planning
25
Creative Planning
Kansas
$50M +$20.7M +284,956 +82%

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.