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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
FCI
251
Financial Counselors Inc
Kansas
$1.01M -$7.65K -110 -0.8%
WI
252
Wedgewood Investors
Pennsylvania
$972K
SAM
253
Silvercrest Asset Management
New York
$956K +$23.5K +338 +3%
TVAMP
254
Tennessee Valley Asset Management Partners
Tennessee
$928K -$35.5K -510 -4%
BCM
255
BTC Capital Management
Iowa
$923K
PWMG
256
Prestige Wealth Management Group
New Jersey
$903K -$214K -3,072 -20%
KWM
257
Kingsview Wealth Management
Oregon
$871K -$660K -9,490 -44%
OAM
258
Oppenheimer Asset Management
New York
$864K -$16.3K -234 -2%
PPA
259
Parametric Portfolio Associates
Washington
$864K +$104K +1,500 +14%
HTC
260
Haverford Trust Company
Pennsylvania
$857K
BWA
261
BlueSky Wealth Advisors
North Carolina
$857K +$836K +12,016 New
Franklin Resources
262
Franklin Resources
California
$829K +$210K +3,026 +35%
RT
263
Rockland Trust
Massachusetts
$795K
FUBT
264
First United Bank & Trust
Maryland
$786K -$161K -2,320 -17%
DCM
265
Dimension Capital Management
Florida
$784K +$765K +11,000 New
CFG
266
Cooper Financial Group
California
$779K +$22.4K +322 +3%
WCM
267
Washington Capital Management
Washington
$777K
Bank of Nova Scotia
268
Bank of Nova Scotia
Ontario, Canada
$772K -$141K -2,030 -16%
MFGP
269
Marshall Financial Group (Pennsylvania)
Pennsylvania
$768K +$278 +4 +0%
AFC
270
AFT Forsyth & Company
Florida
$766K +$70.7K +1,016 +10%
AAM
271
Autus Asset Management
Arizona
$753K +$59.1K +850 +9%
FNBT
272
FineMark National Bank & Trust
Florida
$744K +$64.7K +930 +10%
PSUF
273
People's United Financial
Connecticut
$741K +$399K +5,738 +123%
LIC
274
Lodestar Investment Counsel
Illinois
$738K +$11.1K +160 +2%
EIA
275
Eldridge Investment Advisors
New Hampshire
$711K

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.