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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
TF
1
TIAA FSB
Florida
$1.09B -$5.57M -61,132 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$1.03B +$22.6M +248,294 +2%
Wells Fargo
3
Wells Fargo
California
$587M -$61.5M -675,029 -10%
Bank of America
4
Bank of America
North Carolina
$586M -$8.99M -98,638 -2%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$362M +$7.22M +79,219 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$333M +$33.7M +369,356 +12%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$304M -$8.65M -94,908 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$268M -$719K -7,885 -0.3%
Ameriprise
9
Ameriprise
Minnesota
$239M +$56.9M +623,833 +34%
BCIM
10
Bishop & Co Investment Management
Pennsylvania
$236M +$2.06B +22,560,477 +9,483%
UBS Group
11
UBS Group
Switzerland
$229M +$2.29M +25,129 +1%
CB
12
Commerce Bank
Missouri
$201M -$8.35M -91,601 -4%
CCWM
13
Cassaday & Co Wealth Management
Virginia
$192M +$3.43M +37,598 +2%
LPL Financial
14
LPL Financial
California
$145M +$9.56M +104,903 +8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$142M -$8.57M -94,004 -6%
US Bancorp
16
US Bancorp
Minnesota
$139M -$1.22M -13,406 -0.9%
SF
17
Synovus Financial
Georgia
$138M -$2.66M -29,143 -2%
FCBT
18
First Citizens Bank & Trust
North Carolina
$122M +$32.7M +358,541 +40%
Osaic Holdings
19
Osaic Holdings
Arizona
$111M +$2.71M +29,704 +3%
Goldman Sachs
20
Goldman Sachs
New York
$91M -$3.61M -39,561 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$89.6M +$10.5M +114,903 +14%
ZB
22
Zions Bancorporation
Utah
$89.6M +$1.3M +14,273 +2%
Truist Financial
23
Truist Financial
North Carolina
$87M -$1.93M -21,213 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$75.4M -$283K -3,110 -0.4%
AFIMH
25
American Family Insurance Mutual Holding
Wisconsin
$72.2M -$35.5M -389,537 -34%

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.