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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
MIH
276
Madison Investment Holdings
Wisconsin
$451K
CB
277
Chemical Bank
Michigan
$432K -$15.5K -248 -3%
RPC
278
Rossmore Private Capital
Connecticut
$432K +$439K +7,034 New
LCM
279
Liberty Capital Management
Michigan
$424K -$45.5K -728 -10%
PPA
280
Parametric Portfolio Associates
Washington
$423K +$7.37K +118 +2%
SCM
281
Snow Capital Management
Pennsylvania
$420K
SXL
282
Summit X LLC
Missouri
$418K +$21.1K +338 +5%
BAC
283
Boys Arnold & Co
North Carolina
$415K +$36.3K +582 +9%
MCM
284
Manchester Capital Management
Vermont
$414K
UAS
285
United Asset Strategies
New York
$405K +$5.87K +94 +1%
FCB
286
First Command Bank
Texas
$398K -$13.9K -222 -3%
FCFS
287
First Command Financial Services
Texas
$398K -$13.9K -222 -3%
MWM
288
Mission Wealth Management
California
$393K
PSUF
289
People's United Financial
Connecticut
$390K -$16.2K -260 -4%
SPWA
290
SteelBridge Private Wealth Advisors
Florida
$381K
WI
291
WrapManager Inc
California
$377K -$862K -13,806 -69%
BG
292
Bahl & Gaynor
Ohio
$376K
PP
293
PagnatoKarp Partners
Virginia
$374K +$380K +6,086 New
Barclays
294
Barclays
United Kingdom
$373K
AWS
295
AJ Wealth Strategies
New York
$370K
WCM
296
Washington Capital Management
Washington
$369K -$375K -6,000 -50%
AIM
297
Allen Investment Management
New York
$365K
TC
298
Telemus Capital
Michigan
$365K +$5.87K +94 +2%
AL
299
Aspiriant LLC
California
$362K +$368K +5,890 New
RCAG
300
Rehmann Capital Advisory Group
Michigan
$361K +$16K +256 +5%

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.