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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
FCB
276
First Command Bank
Texas
$412K +$1.39K +22 +0.3%
FCFS
277
First Command Financial Services
Texas
$412K +$1.39K +22 +0.3%
S
278
SignatureFD
Georgia
$406K -$553K -8,786 -58%
AI
279
Atria Investments
North Carolina
$405K -$543K -8,626 -57%
VF
280
Virtu Financial
New York
$403K +$400K +6,360 New
SFM
281
Signet Financial Management
New Jersey
$400K -$107K -1,696 -21%
PP
282
PagnatoKarp Partners
Virginia
$386K
EVM
283
Eaton Vance Management
Massachusetts
$384K -$381K -6,056 -50%
Barclays
284
Barclays
United Kingdom
$384K
LNWWM
285
Laird Norton Wetherby Wealth Management
California
$383K +$380K +6,044 New
WI
286
WrapManager Inc
California
$381K -$7.8K -124 -2%
LCM
287
Liberty Capital Management
Michigan
$379K -$58.4K -928 -13%
PTC
288
Private Trust Company
Ohio
$377K +$28.2K +448 +8%
AIM
289
Allen Investment Management
New York
$376K
MPPLM
290
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$374K -$2.38M -37,798 -86%
OC
291
Oakworth Capital
Alabama
$365K
AL
292
Aspiriant LLC
California
$359K -$14.5K -230 -4%
RJT
293
Raymond James Trust
Florida
$357K
PFA
294
Pathway Financial Advisors
Vermont
$355K
MM
295
Meridian Management
Arkansas
$346K
TC
296
Telemus Capital
Michigan
$342K -$33.7K -536 -9%
VWA
297
V Wealth Advisors
Kansas
$342K +$2.52K +40 +0.8%
FT
298
Fiduciary Trust
Massachusetts
$340K
BWP
299
Baldwin Wealth Partners
Massachusetts
$331K
MWAC
300
Mariner Wealth Advisors (Cincinnati)
Ohio
$330K -$5.67K -90 -2%

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.