We are live on ! Find out more
IWP icon

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
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$328K
RIM
302
Regent Investment Management
Kentucky
$326K
RMDI
303
R.M. Davis Inc
Maine
$325K
SCM
304
Sterneck Capital Management
Missouri
$321K -$31.1K -494 -9%
SXL
305
Summit X LLC
Missouri
$319K -$110K -1,740 -26%
FLA
306
Financial Life Advisors
Texas
$318K -$27.4K -436 -8%
Wellington Management Group
307
Wellington Management Group
Massachusetts
$317K +$315K +5,000 New
William Blair Investment Management
308
William Blair Investment Management
Illinois
$314K +$125K +1,980 +66%
PWM
309
Perigon Wealth Management
California
$308K
WTC
310
WhitTier Trust Company
Nevada
$308K
AWA
311
Arete Wealth Advisors
Illinois
$307K +$24.5K +390 +9%
BTNA
312
Bremer Trust National Association
Minnesota
$305K
CA
313
Commerzbank Aktiengesellschaft
Germany
$305K
SWM
314
SeaCrest Wealth Management
New York
$300K
SC
315
SouthState Corp
Florida
$300K
IWC
316
Integrated Wealth Concepts
Massachusetts
$296K
RIS
317
Retirement Income Solutions
Michigan
$289K
NEPWA
318
New England Private Wealth Advisors
Massachusetts
$287K
PA
319
Parallel Advisors
California
$285K -$2.64K -42 -0.9%
AIA
320
Armor Investment Advisors
North Carolina
$285K
BBHC
321
Brown Brothers Harriman & Co
New York
$284K
WPC
322
White Pine Capital
Minnesota
$281K +$51.7K +822 +23%
BL
323
Balentine LLC
Georgia
$274K +$273K +4,330 New
CCM
324
Coldstream Capital Management
Washington
$273K
UWPG
325
Ullmann Wealth Partners Group
Florida
$271K

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.