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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
UCMOK
276
United Capital Management of KS
Kansas
$711K +$105K +1,508 +18%
QCG
277
Quadrant Capital Group
Ohio
$707K
CAL
278
Capital Analysts LLC
Pennsylvania
$703K +$139 +2 +0%
BIA
279
Biondo Investment Advisors
Pennsylvania
$703K +$84.8K +1,220 +14%
FCBT
280
First Citizens Bank & Trust
North Carolina
$702K -$78.2K -1,124 -10%
PPP
281
Private Portfolio Partners
New Jersey
$695K -$1.39K -20 -0.2%
WSFS
282
Wilmington Savings Fund Society
Delaware
$689K +$10.3K +148 +2%
CB
283
Chemical Bank
Michigan
$689K +$114K +1,642 +20%
BWM
284
BT Wealth Management
Georgia
$684K -$175K -2,512 -21%
BWA
285
Burt Wealth Advisors
Maryland
$680K -$4.17K -60 -0.6%
SCM
286
Smith Capital Management
Arkansas
$677K -$19.6K -282 -3%
NFG
287
Nations Financial Group
Iowa
$671K +$6.82K +98 +1%
MWM
288
Mission Wealth Management
California
$671K +$126K +1,818 +24%
KPW
289
Kore Private Wealth
New York
$668K +$61.6K +886 +10%
SW
290
SVB Wealth
Massachusetts
$667K +$650K +9,350 New
CAC
291
Certified Advisory Corp
Florida
$665K +$197K +2,832 +44%
CFGS
292
Concourse Financial Group Securities
Alabama
$647K +$92.5K +1,330 +17%
CM
293
Castleark Management
Illinois
$642K -$139K -2,000 -18%
JG
294
Jefferies Group
New York
$642K +$626K +9,000 New
FTIOP
295
Fiduciary Trust International of Pennsylvania
Pennsylvania
$638K +$622K +8,948 New
PTC
296
Private Trust Company
Ohio
$626K -$96K -1,380 -14%
CWM
297
Cahaba Wealth Management
Georgia
$622K -$62.5K -898 -9%
GPA
298
Garrison Point Advisors
California
$620K
UBS AM
299
UBS AM
Illinois
$613K -$15.9K -228 -3%
FA
300
FDx Advisors
Illinois
$605K -$54.7K -786 -8%

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.