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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
AFC
251
AFT Forsyth & Company
Florida
$577K
VFA
252
Voya Financial Advisors
Connecticut
$568K +$14K +224 +2%
MA
253
Mutual Advisors
Nebraska
$566K +$149K +2,390 +35%
EIA
254
Eldridge Investment Advisors
New Hampshire
$564K +$25K +400 +5%
KCM
255
Kendall Capital Management
Maryland
$560K +$86.9K +1,392 +18%
FTIOP
256
Fiduciary Trust International of Pennsylvania
Pennsylvania
$555K
SFSIG
257
San Francisco Sentry Investment Group
California
$550K
GC
258
Gilbert & Cook
Iowa
$519K -$16.9K -270 -3%
AP
259
Appleton Partners
Massachusetts
$518K -$84.3K -1,350 -14%
MFW
260
Mosaic Family Wealth
Missouri
$518K -$20.4K -326 -4%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$516K +$373K +5,974 +247%
CBN
262
Cadence Bank NA
Texas
$515K
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$511K -$14.1K -226 -3%
Simplex Trading
264
Simplex Trading
Illinois
$502K -$109K -1,742 -18%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$501K -$87.3K -1,398 -14%
WSFS
266
Wilmington Savings Fund Society
Delaware
$496K -$57.2K -916 -10%
LW
267
Linscomb Wealth
Texas
$495K -$1.25K -20 -0.2%
SFM
268
Signet Financial Management
New Jersey
$493K -$33.5K -536 -6%
HWA
269
Heritage Wealth Advisors
Virginia
$493K
CCM
270
Cohen Capital Management
California
$490K +$749 +12 +0.1%
1SB
271
1ST Source Bank
Indiana
$489K
OFG
272
Oxford Financial Group
Indiana
$488K
EFS
273
Essex Financial Services
Connecticut
$473K +$481K +7,696 New
FMBTD
274
First Midwest Bank Trust Division
Illinois
$462K +$244K +3,908 +108%
Citadel Advisors
275
Citadel Advisors
Florida
$452K +$459K +7,354 New

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.