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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
NFG
251
Nations Financial Group
Iowa
$548K -$66.3K -1,054 -11%
GC
252
Gilbert & Cook
Iowa
$535K
AP
253
Appleton Partners
Massachusetts
$534K
MFW
254
Mosaic Family Wealth
Missouri
$534K
CBN
255
Cadence Bank NA
Texas
$531K
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$522K -$7.68K -122 -1%
IWM
257
IHT Wealth Management
Illinois
$521K -$115K -1,824 -18%
JFGIW
258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$510K -$15.9K -252 -3%
CCM
259
Cohen Capital Management
California
$509K
HWA
260
Heritage Wealth Advisors
Virginia
$509K
WSFS
261
Wilmington Savings Fund Society
Delaware
$506K -$5.67K -90 -1%
LW
262
Linscomb Wealth
Texas
$505K -$5.54K -88 -1%
1SB
263
1ST Source Bank
Indiana
$504K
OFG
264
Oxford Financial Group
Indiana
$503K
IWP
265
Icon Wealth Partners
Texas
$496K -$184K -2,928 -27%
KCM
266
Kendall Capital Management
Maryland
$483K -$93K -1,478 -16%
MIH
267
Madison Investment Holdings
Wisconsin
$465K
UAS
268
United Asset Strategies
New York
$449K +$32.1K +510 +8%
RPC
269
Rossmore Private Capital
Connecticut
$446K
CB
270
Chemical Bank
Michigan
$445K
PPA
271
Parametric Portfolio Associates
Washington
$433K -$3.52K -56 -0.8%
SCM
272
Snow Capital Management
Pennsylvania
$433K
MCM
273
Manchester Capital Management
Vermont
$427K
BAC
274
Boys Arnold & Co
North Carolina
$426K
SKK
275
Shepherd Kaplan Krochuk
Massachusetts
$420K +$418K +6,634 New

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.