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iShares Russell Mid-Cap Growth ETF

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

3.72% more ownership

Funds ownership: 127.86%131.58% (+3.7%)

3% more funds holding

Funds holding: 480492 (+12)

4% more capital invested

Capital invested by funds: $5.42B → $5.64B (+$220M)

11% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 166

41% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $27.3M

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.28%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SVA Wealth Management
Wisconsin
$711K +$89.5K +1,434 +13%
DADC
227
D.A. Davidson & Co
Montana
$704K +$211K +3,372 +42%
Bessemer Group
228
Bessemer Group
New Jersey
$691K +$49.8K +798 +8%
CNBT
229
Canandaigua National Bank & Trust
New York
$690K +$2.5K +40 +0.4%
AAM
230
Autus Asset Management
Arizona
$674K -$16.1K -258 -2%
IWP
231
Icon Wealth Partners
Texas
$661K -$297K -4,756 -31%
MWP
232
MYCIO Wealth Partners
Pennsylvania
$654K -$86.4K -1,384 -12%
TFA
233
Transamerica Financial Advisors
Florida
$650K +$659K +10,562 +528,100%
SMFS
234
Squar Milner Financial Services
California
$632K
LIC
235
Lodestar Investment Counsel
Illinois
$627K
CCP
236
Corient Capital Partners
California
$616K
CAL
237
Capital Analysts LLC
Pennsylvania
$615K +$10.6K +170 +2%
UBS AM
238
UBS AM
Illinois
$607K +$83.2K +1,332 +16%
IWM
239
IHT Wealth Management
Illinois
$602K -$26K -416 -4%
LFG
240
LifePlan Financial Group
Ohio
$601K -$5.25K -84 -0.9%
QCG
241
Quadrant Capital Group
Ohio
$599K
NFG
242
Nations Financial Group
Iowa
$597K +$375 +6 +0.1%
CG
243
Cutler Group
California
$596K -$16M -255,702 -96%
BWA
244
Burt Wealth Advisors
Maryland
$593K
YWP
245
YorkBridge Wealth Partners
New York
$590K
FCBT
246
First Citizens Bank & Trust
North Carolina
$589K +$58.7K +940 +11%
FA
247
FDx Advisors
Illinois
$585K -$16K -256 -3%
CC
248
Cassaday & Co
Virginia
$582K -$149K -2,380 -11%
Millennium Management
249
Millennium Management
New York
$580K +$590K +9,442 New
HCA
250
Harbour Capital Advisors
Virginia
$577K -$31.2K -500 -5%

IWP Hedge Fund Activity: Q1 2018 in Review

492 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2018, worth a combined $5.64B — up 4.1% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWP positions and 34 closed out — a net gain of 14 holders — while 148 added to existing stakes and 166 trimmed.

The largest buyer was American Century Companies, adding an estimated $99.8M. The largest seller was Eastern Bank, cutting an estimated $26.2M.

  • 492 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2018, up from 480 in Q4 2017.
  • Funds reported $5.64B of iShares Russell Mid-Cap Growth ETF stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 48 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2018 and 34 closed out, a net change of +14 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2018 was American Century Companies, an estimated $99.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2018 was Eastern Bank, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2018.