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iShares Russell Mid-Cap Growth ETF

274 hedge funds and large institutions have $2.83B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $269K

0.47% more ownership

Funds ownership: 115.73%116.2% (+0.47%)

0% more capital invested

Capital invested by funds: $2.82B → $2.83B (+$10.6M)

4% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 92

4% less funds holding

Funds holding: 284274 (-10)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.88%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
17
Increased
88
Reduced
92
Closed
25
Calls
$2.2M
Puts
$269K
Net Calls
+$1.93M
Net Calls Change
-$392K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Horizon Investments
North Carolina
-$35.6M -829,164 Closed
DS
277
DRW Securities
Illinois
-$5.33M -124,138 Closed
FFS
278
Founders Financial Securities
Maryland
-$4.46K -103,908 Closed
Two Sigma Investments
279
Two Sigma Investments
New York
-$2.21M -51,470 Closed
RhumbLine Advisers
280
RhumbLine Advisers
Massachusetts
-$1.74M -40,530 Closed
TRCT
281
Tower Research Capital (TRC)
New York
-$1.63M -38,094 Closed
RJFSA
282
Raymond James Financial Services Advisors
Florida
-$1.61M -37,512 Closed
DWA
283
Dorsey Wright & Associates
California
-$1.05M -24,468 Closed
DCM
284
Driehaus Capital Management
Illinois
-$961K -22,390 Closed
FB
285
Fulton Bank
Pennsylvania
-$447K -10,418 Closed
PSW
286
Portfolio Strategies (Washington)
Washington
-$421K -9,820 Closed
FMBTD
287
First Midwest Bank Trust Division
Illinois
-$403K -9,384 Closed
CIP
288
Chartwell Investment Partners
Pennsylvania
-$335K -7,800 Closed
HCM
289
Hollencrest Capital Management
California
-$281K -6,562 Closed
LWM
290
Lyons Wealth Management
Florida
-$272K -6,346 Closed
FTUS
291
Flow Traders U.S.
New York
-$256K -5,960 Closed
FA
292
FDx Advisors
Illinois
-$254K -5,932 Closed
First Manhattan
293
First Manhattan
New York
-$186K -4,348 Closed
M
294
MOTCO
Texas
-$133K -3,106 Closed
PFA
295
Paradigm Financial Advisors
Missouri
-$120K -2,808 Closed
Brown Advisory
296
Brown Advisory
Maryland
-$105K -2,440 Closed
Federated Hermes
297
Federated Hermes
Pennsylvania
-$24K -556 Closed
AUB
298
Atlantic Union Bankshares
Virginia
-$8K -194 Closed
HHGA
299
Halbert Hargrove Global Advisors
California
-$6K -136 Closed
FAM
300
Fred Alger Management
New York
-$2K -58 Closed

IWP Hedge Fund Activity: Q2 2014 in Review

274 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2014, worth a combined $2.83B — up 0.38% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IWP and 17 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 88 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $17.5M. The largest seller was Horizon Investments, exiting entirely with an estimated $35.6M sold.

  • 274 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2014, down from 284 in Q1 2014.
  • Funds reported $2.83B of iShares Russell Mid-Cap Growth ETF stock for Q2 2014, up 0.38% quarter-over-quarter.
  • 17 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2014 and 25 closed out, a net change of -8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2014 was CIBC Private Wealth Group, an estimated $17.5M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2014 was Horizon Investments, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2014.