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iShares Russell Mid-Cap Growth ETF

917 hedge funds and large institutions have $9.6B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 263 increasing their positions, 305 reducing their positions, and 36 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

108% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 36

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

7% more capital invested

Capital invested by funds: $8.94B → $9.6B (+$655M)

4% more funds holding

Funds holding: 884917 (+33)

1.09% less ownership

Funds ownership: 74.62%73.54% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 305

Holders
917
Holders Change
+33
Holders Change %
+3.73%
% of All Funds
14.37%
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
263
Reduced
305
Closed
36
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

IWP Hedge Fund Activity: Q2 2023 in Review

917 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2023, worth a combined $9.6B — up 7.3% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWP positions and 36 closed out — a net gain of 39 holders — while 263 added to existing stakes and 305 trimmed.

The largest buyer was Ameriprise, adding an estimated $56.9M. The largest seller was Wellington Management Group, cutting an estimated $84.2M.

  • 917 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2023, up from 884 in Q1 2023.
  • Funds reported $9.6B of iShares Russell Mid-Cap Growth ETF stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 75 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2023 and 36 closed out, a net change of +39 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2023 was Ameriprise, an estimated $56.9M 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.