iShares Russell Mid-Cap Growth ETF
574 hedge funds and large institutions have $6.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 154 increasing their positions, 184 reducing their positions, and 38 closing their positions.
142% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 38
27% more funds holding in top 10
Funds holding in top 10: 26 → 33 (+7)
19% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $8.8M
14% more capital invested
Capital invested by funds: $5.79B → $6.6B (+$809M)
9% more funds holding
Funds holding: 527 → 574 (+47)
7.64% less ownership
Funds ownership: 137.45% → 129.81% (-7.6%)
16% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 184
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$202M |
| 2 |
CM
Churchill Management
Los Angeles,
California
|
+$60.2M |
| 3 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
+$37.5M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$32.1M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$531M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$84.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$81.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$28.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25.2M |
IWP Hedge Fund Activity: Q1 2019 in Review
574 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2019, worth a combined $6.6B — up 14% from $5.79B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new IWP positions and 38 closed out — a net gain of 54 holders — while 154 added to existing stakes and 184 trimmed.
The largest buyer was Wells Fargo, adding an estimated $202M. The largest seller was TIAA FSB, cutting an estimated $531M.
- 574 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2019, up from 527 in Q4 2018.
- Funds reported $6.6B of iShares Russell Mid-Cap Growth ETF stock for Q1 2019, up 14% quarter-over-quarter.
- 92 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2019 and 38 closed out, a net change of +54 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2019 was Wells Fargo, an estimated $202M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2019 was TIAA FSB, an estimated $531M sold.
Based on aggregated 13F filings for Q1 2019.