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iShares Russell Mid-Cap Growth ETF

590 hedge funds and large institutions have $7.74B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $6.6B → $7.74B (+$1.14B)

16% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $10.2M

13.27% more ownership

Funds ownership: 129.81%143.08% (+13%)

3% more funds holding

Funds holding: 574590 (+16)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
12.81%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
58
Increased
176
Reduced
194
Closed
34
Calls
$11.8M
Puts
$10.2M
Net Calls
+$1.61M
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
BPWA
351
Beacon Pointe Wealth Advisors
California
$410K
YWP
352
YorkBridge Wealth Partners
New York
$408K +$974 +14 +0.2%
TC
353
Telemus Capital
Michigan
$404K -$21.7K -312 -5%
AL
354
Aspiriant LLC
California
$404K -$20.2K -290 -5%
PFA
355
Pathway Financial Advisors
Vermont
$399K
MM
356
Meridian Management
Arkansas
$385K
RMDI
357
R.M. Davis Inc
Maine
$380K +$19.5K +280 +6%
BWP
358
Baldwin Wealth Partners
Massachusetts
$377K +$1.39K +20 +0.4%
QCM
359
Quest Capital Management
Texas
$374K +$365K +5,242 New
WI
360
WrapManager Inc
California
$370K -$10.3K -148 -3%
VWA
361
V Wealth Advisors
Kansas
$362K +$2.78K +40 +0.8%
SXL
362
Summit X LLC
Missouri
$361K
William Blair Investment Management
363
William Blair Investment Management
Illinois
$361K +$73K +1,050 +26%
CWP
364
Capital Wealth Planning
Florida
$359K +$351K +5,040 New
DGI
365
Disciplined Growth Investors
Minnesota
$356K +$348K +4,998 New
CWM
366
CCG Wealth Management
California
$355K
LC
367
LCNB Corp
Ohio
$355K
IF
368
IRON Financial
Illinois
$353K +$122K +1,756 +51%
TP
369
Tranquility Partners
Tennessee
$348K +$340K +4,886 New
BBNA
370
Bremer Bank National Association
Minnesota
$347K +$3.76K +54 +1%
WTC
371
WhitTier Trust Company
Nevada
$346K
PFS
372
Prospera Financial Services
Texas
$346K +$9.18K +132 +3%
IWP
373
Icon Wealth Partners
Texas
$345K
CA
374
Commerzbank Aktiengesellschaft
Germany
$343K
SC
375
Scotia Capital
Ontario, Canada
$339K

IWP Hedge Fund Activity: Q2 2019 in Review

590 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2019, worth a combined $7.74B — up 17% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IWP positions and 34 closed out — a net gain of 24 holders — while 176 added to existing stakes and 194 trimmed.

The largest buyer was TIAA FSB, adding an estimated $771M. The largest seller was EP Wealth Advisors, cutting an estimated $64.8M.

  • 590 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2019, up from 574 in Q1 2019.
  • Funds reported $7.74B of iShares Russell Mid-Cap Growth ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 58 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2019 and 34 closed out, a net change of +24 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $771M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2019 was EP Wealth Advisors, an estimated $64.8M sold.

Based on aggregated 13F filings for Q2 2019.