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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
GIM
326
Goelzer Investment Management
Indiana
$269K -$3.9K -62 -1%
AWS
327
AJ Wealth Strategies
New York
$262K -$118K -1,874 -31%
BCM
328
Bourgeon Capital Management
Connecticut
$260K
FHA
329
Flagship Harbor Advisors
Massachusetts
$259K
CWS
330
Cypress Wealth Services
California
$254K
BFS
331
Bradley Foster & Sargent
Connecticut
$251K
OA
332
Oxbow Advisors
Texas
$251K
GRP
333
Global Retirement Partners
California
$251K +$26.6K +422 +12%
HSA
334
HBK Sorce Advisory
Pennsylvania
$250K +$1.13K +18 +0.5%
MC
335
Middleton & Co
Massachusetts
$247K
CF
336
Centaurus Financial
California
$243K +$241K +3,832 New
VAM
337
Visionary Asset Management
Texas
$243K +$241K +3,832 New
RCAG
338
Rehmann Capital Advisory Group
Michigan
$243K -$128K -2,040 -35%
SCA
339
Sage Capital Advisors
South Dakota
$236K
OAM
340
Oppenheimer Asset Management
New York
$235K -$25.1K -398 -10%
CCMG
341
Clark Capital Management Group
Pennsylvania
$234K -$19K -302 -8%
CT
342
Cambridge Trust
Massachusetts
$233K
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
$232K
ST
344
Smithfield Trust
Pennsylvania
$232K +$61.8K +982 +37%
HCM
345
Hollencrest Capital Management
California
$228K
NAM
346
NTV Asset Management
West Virginia
$228K
HFA
347
High Falls Advisors
New York
$226K
NWM
348
Northwest Wealth Management
Iowa
$226K
BAM
349
Berkshire Asset Management
Pennsylvania
$223K -$37.3K -592 -14%
PMFA
350
Plante Moran Financial Advisors
Michigan
$222K -$13.7K -218 -6%

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.