iShares Russell Mid-Cap Growth ETF
284 hedge funds and large institutions have $2.82B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 26 closing their positions.
161% more call options, than puts
Call options by funds: $3.77M | Put options by funds: $1.44M
38% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 26
22% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 79
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
3% more funds holding
Funds holding: 276 → 284 (+8)
0% more capital invested
Capital invested by funds: $2.81B → $2.82B (+$5.91M)
2.23% less ownership
Funds ownership: 117.96% → 115.73% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$35.3M |
| 2 |
Goldman Sachs
New York
|
+$28.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$23.9M |
| 4 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$17.1M |
| 5 |
WT
Wilmington Trust
Wilmington,
Delaware
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$119M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$52.2M |
| 3 |
SIM
Sigma Investment Management
Portland,
Oregon
|
-$26.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.2M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$20.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAC
301
Boys Arnold & Co
Asheville,
North Carolina
| – | -$227K | -5,370 | Closed |
|
302
Principal Financial Group
Des Moines,
Iowa
| – | -$214K | -5,062 | Closed |
|
|
MAM
303
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$203K | -4,816 | Closed |
|
|
SHWM
304
Smith & Howard Wealth Management
Atlanta,
Georgia
| – | -$122K | -2,900 | Closed |
|
|
JA
305
JOYN Advisors
Atlanta,
Georgia
| – | -$68K | -1,610 | Closed |
|
|
TFO
306
Tarbox Family Office
Newport Beach,
California
| – | -$27K | -640 | Closed |
|
|
WA
307
Waverly Advisors
Birmingham,
Alabama
| – | -$27K | -640 | Closed |
|
|
WF
308
WealthTrust Fairport
Cleveland,
Ohio
| – | -$24K | -570 | Closed |
|
|
WCM
309
Windsor Capital Management
Phoenix,
Arizona
| – | -$20K | -464 | Closed |
|
|
FA
310
Financial Advantage
Columbia,
Maryland
| – | -$15K | -358 | Closed |
|
|
VIA
311
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$8K | -198 | Closed |
|
IWP Hedge Fund Activity: Q1 2014 in Review
284 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2014, worth a combined $2.82B — up 0.21% from $2.81B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IWP positions and 26 closed out — a net gain of 10 holders — while 96 added to existing stakes and 79 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $35.3M. The largest seller was UBS, cutting an estimated $119M.
- 284 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2014, up from 276 in Q4 2013.
- Funds reported $2.82B of iShares Russell Mid-Cap Growth ETF stock for Q1 2014, up 0.21% quarter-over-quarter.
- 36 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2014 and 26 closed out, a net change of +10 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2014 was Horizon Investments, an estimated $35.3M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2014 was UBS, an estimated $119M sold.
Based on aggregated 13F filings for Q1 2014.