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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
CT
351
Cambridge Trust
Massachusetts
$226K -$22.5K -360 -9%
WSTAM
352
Wilbanks Smith & Thomas Asset Management
Virginia
$225K +$228K +3,658 New
WPC
353
White Pine Capital
Minnesota
$223K +$226K +3,620 New
NAM
354
NTV Asset Management
West Virginia
$221K -$375K -6,000 -63%
HCM
355
Hollencrest Capital Management
California
$221K
HFA
356
High Falls Advisors
New York
$219K +$250 +4 +0.1%
NWM
357
Northwest Wealth Management
Iowa
$218K +$222K +3,560 New
JG
358
Jefferies Group
New York
$217K -$262K -4,200 -54%
GRP
359
Global Retirement Partners
California
$217K +$52.4K +840 +31%
MWM
360
Merriman Wealth Management
Washington
$217K +$220K +3,528 New
WTB
361
Washington Trust Bank
Washington
$216K +$159K +2,540 +262%
MOS
362
MGO One Seven
Ohio
$214K -$26.8K -430 -11%
VA
363
Valmark Advisers
Ohio
$213K
CS
364
Comerica Securities
Michigan
$212K -$94.3K -1,510 -30%
SMC
365
Smith, Moore & Co
Missouri
$212K
SGCA
366
Steel Grove Capital Advisors
Tennessee
$212K
FIM
367
Fernwood Investment Management
Massachusetts
$211K
GC
368
Gratus Capital
Georgia
$211K
BP
369
Ballentine Partners
Massachusetts
$210K -$48.6K -778 -19%
RIG
370
Renaissance Investment Group
Massachusetts
$209K
I
371
IberiaBank
Louisiana
$205K +$208K +3,328 New
CCT
372
Country Club Trust
Missouri
$205K +$208K +3,330 New
Fiera Capital (Canada)
373
Fiera Capital (Canada)
Quebec, Canada
$203K +$206K +3,300 New
PA
374
Pinnacle Associates
New York
$201K +$204K +3,272 New
CCM
375
Colorado Capital Management
Colorado
$200K +$204K +3,260 New

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.