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iShares Russell Mid-Cap Growth ETF

590 hedge funds and large institutions have $7.74B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $6.6B → $7.74B (+$1.14B)

16% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $10.2M

13.27% more ownership

Funds ownership: 129.81%143.08% (+13%)

3% more funds holding

Funds holding: 574590 (+16)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
12.81%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
58
Increased
176
Reduced
194
Closed
34
Calls
$11.8M
Puts
$10.2M
Net Calls
+$1.61M
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Meeder Asset Management
Ohio
$1.19M +$389K +5,600 +50%
BP
227
Broadleaf Partners
Ohio
$1.19M +$67.6K +972 +6%
NA
228
NewEdge Advisors
Louisiana
$1.18M -$9.04K -130 -0.8%
PCG
229
Private Capital Group
Connecticut
$1.17M -$23.6K -340 -2%
BWM
230
Brickley Wealth Management
California
$1.15M -$509K -7,322 -31%
TA
231
Tiedemann Advisors
New York
$1.14M -$29.6K -426 -3%
SEI Investments
232
SEI Investments
Pennsylvania
$1.14M -$2.27M -32,618 -67%
BCA
233
Berman Capital Advisors
Georgia
$1.1M -$33.5K -482 -3%
FNBSF
234
First National Bank Sioux Falls
South Dakota
$1.09M
Kayne Anderson Rudnick Investment Management
235
Kayne Anderson Rudnick Investment Management
California
$1.09M +$13.4K +192 +1%
SBH
236
Segall Bryant & Hamill
Illinois
$1.08M
STMM
237
South Texas Money Management
Texas
$1.07M +$543K +7,808 +107%
Brown Advisory
238
Brown Advisory
Maryland
$1.07M +$99K +1,424 +10%
Victory Capital Management
239
Victory Capital Management
Texas
$1.07M +$416K +5,980 +66%
RIM
240
Regent Investment Management
Kentucky
$1.06M -$41K -590 -4%
FWP
241
FAS Wealth Partners
Kansas
$1.06M +$39.9K +574 +4%
MCM
242
Murphy Capital Management
New Jersey
$1.05M -$72.3K -1,040 -7%
FIM
243
Freedom Investment Management
Connecticut
$1.03M -$20.4K -294 -2%
CBN
244
Cadence Bank NA
Texas
$1.03M +$108K +1,554 +12%
LB
245
Legacy Bridge
Iowa
$1.03M
AA
246
Alesco Advisors
New York
$1.02M
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$1.02M +$122K +1,756 +14%
Citadel Advisors
248
Citadel Advisors
Florida
$1.02M +$991K +14,252 New
RJT
249
Raymond James Trust
Florida
$1.01M -$21.1K -304 -2%
Calamos Advisors
250
Calamos Advisors
Illinois
$1.01M +$988K +14,200 New

IWP Hedge Fund Activity: Q2 2019 in Review

590 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2019, worth a combined $7.74B — up 17% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IWP positions and 34 closed out — a net gain of 24 holders — while 176 added to existing stakes and 194 trimmed.

The largest buyer was TIAA FSB, adding an estimated $771M. The largest seller was EP Wealth Advisors, cutting an estimated $64.8M.

  • 590 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2019, up from 574 in Q1 2019.
  • Funds reported $7.74B of iShares Russell Mid-Cap Growth ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 58 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2019 and 34 closed out, a net change of +24 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $771M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2019 was EP Wealth Advisors, an estimated $64.8M sold.

Based on aggregated 13F filings for Q2 2019.