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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
OC
301
Oakworth Capital
Alabama
$351K
RJT
302
Raymond James Trust
Florida
$346K
EWF
303
Epstein & White Financial
California
$344K -$2.08M -33,236 -85%
PFA
304
Pathway Financial Advisors
Vermont
$344K
SCM
305
Sterneck Capital Management
Missouri
$342K -$68.3K -1,094 -16%
PTC
306
Private Trust Company
Ohio
$338K +$344K +5,506 New
MM
307
Meridian Management
Arkansas
$336K
LC
308
LCNB Corp
Ohio
$331K
FT
309
Fiduciary Trust
Massachusetts
$330K
FLA
310
Financial Life Advisors
Texas
$327K -$11.1K -178 -3%
MWAC
311
Mariner Wealth Advisors (Cincinnati)
Ohio
$325K
BWP
312
Baldwin Wealth Partners
Massachusetts
$321K +$3.12K +50 +1%
CM
313
Castleark Management
Illinois
$320K
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$318K +$92.5K +1,482 +40%
RIM
315
Regent Investment Management
Kentucky
$317K
RMDI
316
R.M. Davis Inc
Maine
$316K +$11K +176 +4%
VWA
317
V Wealth Advisors
Kansas
$309K +$7.49K +120 +2%
PWM
318
Perigon Wealth Management
California
$299K
WTC
319
WhitTier Trust Company
Nevada
$298K
BTNA
320
Bremer Trust National Association
Minnesota
$296K
CA
321
Commerzbank Aktiengesellschaft
Germany
$296K +$301K +4,816 New
FNBOO
322
First National Bank of Omaha
Nebraska
$294K
SC
323
SouthState Corp
Florida
$291K -$74.1K -1,186 -20%
SWM
324
SeaCrest Wealth Management
New York
$291K +$250 +4 +0.1%
BDF
325
Balasa Dinverno & Foltz
$288K -$80.8K -1,294 -18%

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.