We are live on ! Find out more
IWP icon

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
AEPG
326
American Economic Planning Group
New Jersey
$287K
OC
327
Oarsman Capital
Wisconsin
$284K -$22.7K -364 -7%
PA
328
Parallel Advisors
California
$280K
RIS
329
Retirement Income Solutions
Michigan
$280K +$19.1K +306 +7%
IWC
330
Integrated Wealth Concepts
Massachusetts
$279K -$3.62K -58 -1%
NEPWA
331
New England Private Wealth Advisors
Massachusetts
$278K +$500 +8 +0.2%
AIA
332
Armor Investment Advisors
North Carolina
$277K
BBHC
333
Brown Brothers Harriman & Co
New York
$276K -$50K -800 -15%
AWA
334
Arete Wealth Advisors
Illinois
$273K -$8.37K -134 -3%
CCM
335
Coldstream Capital Management
Washington
$265K
GIM
336
Goelzer Investment Management
Indiana
$265K +$9.99K +160 +4%
UWPG
337
Ullmann Wealth Partners Group
Florida
$256K -$16.6K -266 -6%
BCM
338
Bourgeon Capital Management
Connecticut
$253K
BAM
339
Berkshire Asset Management
Pennsylvania
$253K +$7.24K +116 +3%
OAM
340
Oppenheimer Asset Management
New York
$252K -$14.6K -234 -5%
HA
341
Harborview Advisors
Maine
$248K -$18.7K -300 -7%
CWS
342
Cypress Wealth Services
California
$247K
CCMG
343
Clark Capital Management Group
Pennsylvania
$246K -$21.2K -340 -8%
FHA
344
Flagship Harbor Advisors
Massachusetts
$245K +$14.5K +232 +6%
OA
345
Oxbow Advisors
Texas
$243K
BFS
346
Bradley Foster & Sargent
Connecticut
$243K +$247K +3,958 New
HSA
347
HBK Sorce Advisory
Pennsylvania
$241K
MC
348
Middleton & Co
Massachusetts
$240K -$37.5K -600 -13%
SCA
349
Sage Capital Advisors
South Dakota
$229K
PMFA
350
Plante Moran Financial Advisors
Michigan
$228K +$13.6K +218 +6%

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.