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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
Fiera Capital (Canada)
351
Fiera Capital (Canada)
Quebec, Canada
$222K +$12.8K +204 +6%
VA
352
Valmark Advisers
Ohio
$220K
SGCA
353
Steel Grove Capital Advisors
Tennessee
$219K
CS
354
Comerica Securities
Michigan
$218K -$126 -2 -0.1%
BP
355
Ballentine Partners
Massachusetts
$217K
GC
356
Gratus Capital
Georgia
$217K
FNBOO
357
First National Bank of Omaha
Nebraska
$216K -$86.2K -1,370 -29%
RIG
358
Renaissance Investment Group
Massachusetts
$216K
VCM
359
Vigilant Capital Management
Maine
$215K +$214K +3,400 New
BDF
360
Balasa Dinverno & Foltz
$213K -$124K -1,966 -33%
EWF
361
Epstein & White Financial
California
$212K -$147K -2,328 -41%
SMC
362
Smith, Moore & Co
Missouri
$212K -$6.8K -108 -3%
CCT
363
Country Club Trust
Missouri
$211K
I
364
IberiaBank
Louisiana
$211K
OC
365
Oarsman Capital
Wisconsin
$210K -$81.2K -1,290 -28%
Chevy Chase Trust
366
Chevy Chase Trust
Maryland
$210K +$208K +3,310 New
PA
367
Pinnacle Associates
New York
$207K
ASN
368
Advisory Services Network
Georgia
$206K -$657K -10,432 -77%
HA
369
Harborview Advisors
Maine
$206K -$49.1K -780 -19%
KWM
370
Kingsview Wealth Management
Oregon
$200K +$199K +3,162 New
PO
371
Private Ocean
California
$198K
CFA
372
Carroll Financial Associates
North Carolina
$191K
OFW
373
Omnia Family Wealth
Florida
$173K
WWMSC
374
Wagner Wealth Management (South Carolina)
South Carolina
$170K +$24.3K +386 +17%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$152K

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.