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iShares Russell Mid-Cap Growth ETF

494 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

4% more capital invested

Capital invested by funds: $5.64B → $5.89B (+$245M)

0.68% more ownership

Funds ownership: 131.58%132.26% (+0.68%)

0% more funds holding

Funds holding: 492494 (+2)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.86M

Holders
494
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.31%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
34
Increased
140
Reduced
160
Closed
26
Calls
$4.84M
Puts
$5.86M
Net Calls
-$1.01M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
226
Haverford Trust Company
Pennsylvania
$754K -$4.15K -66 -0.6%
DADC
227
D.A. Davidson & Co
Montana
$742K +$16.1K +256 +2%
CC
228
Cassaday & Co
Virginia
$691K +$181K +2,880 +15%
GP
229
Girard Partners
Pennsylvania
$679K -$380K -6,044 -36%
MWP
230
MYCIO Wealth Partners
Pennsylvania
$674K -$252 -4 -0%
CAL
231
Capital Analysts LLC
Pennsylvania
$656K +$22.7K +360 +4%
MWM
232
Mission Wealth Management
California
$655K +$249K +3,948 +62%
SMFS
233
Squar Milner Financial Services
California
$652K
Two Sigma Investments
234
Two Sigma Investments
New York
$651K -$4.39M -69,790 -87%
LIC
235
Lodestar Investment Counsel
Illinois
$646K
UBS AM
236
UBS AM
Illinois
$642K +$16.2K +258 +3%
AAM
237
Autus Asset Management
Arizona
$619K -$75.7K -1,202 -11%
QCG
238
Quadrant Capital Group
Ohio
$618K
BWA
239
Burt Wealth Advisors
Maryland
$611K
CCP
240
Corient Capital Partners
California
$607K -$27.3K -434 -4%
YWP
241
YorkBridge Wealth Partners
New York
$607K
FA
242
FDx Advisors
Illinois
$603K -$504 -8 -0.1%
VFA
243
Voya Financial Advisors
Connecticut
$595K +$2.39K +38 +0.4%
AFC
244
AFT Forsyth & Company
Florida
$594K
LFG
245
LifePlan Financial Group
Ohio
$591K -$28.5K -452 -5%
SWM
246
SVA Wealth Management
Wisconsin
$588K -$208K -3,300 -26%
MA
247
Mutual Advisors
Nebraska
$584K +$1.13K +18 +0.2%
EIA
248
Eldridge Investment Advisors
New Hampshire
$581K
CM
249
Castleark Management
Illinois
$570K +$239K +3,800 +73%
HCA
250
Harbour Capital Advisors
Virginia
$563K -$33.4K -530 -6%

IWP Hedge Fund Activity: Q2 2018 in Review

494 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2018, worth a combined $5.89B — up 4.3% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IWP positions and 26 closed out — a net gain of 8 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was TIAA FSB, adding an estimated $94.3M. The largest seller was American Century Companies, cutting an estimated $56.5M.

  • 494 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2018, up from 492 in Q1 2018.
  • Funds reported $5.89B of iShares Russell Mid-Cap Growth ETF stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 34 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2018 and 26 closed out, a net change of +8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2018 was TIAA FSB, an estimated $94.3M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2018 was American Century Companies, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2018.