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
PO
376
Private Ocean
California
$191K +$84.8K +1,358 +77%
CFA
377
Carroll Financial Associates
North Carolina
$185K
William Blair Investment Management
378
William Blair Investment Management
Illinois
$183K -$181K -2,900 -49%
WDL
379
Well Done LLC
Michigan
$181K -$29.7K -476 -14%
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K +$42.3K +678 +31%
BFEC
381
Benjamin F. Edwards & Company
Missouri
$174K +$26.1K +418 +17%
OFW
382
Omnia Family Wealth
Florida
$168K
ST
383
Smithfield Trust
Pennsylvania
$165K -$61.3K -982 -27%
TL
384
TrueWealth LLC
Georgia
$150K
Rockefeller Capital Management
385
Rockefeller Capital Management
New York
$148K +$150K +2,400 New
BA
386
Ballew Advisors
Mississippi
$145K +$147K +2,356 New
EA
387
Edge Advisors
Georgia
$142K +$53.7K +860 +59%
PFO
388
Pathstone Family Office
New Jersey
$142K +$144K +2,310 New
FFC
389
First Financial Corp
Indiana
$141K
WWMSC
390
Wagner Wealth Management (South Carolina)
South Carolina
$141K +$250 +4 +0.2%
FA
391
Fortis Advisors
Pennsylvania
$140K +$250 +4 +0.2%
CAL
392
Capital Advisors Ltd
Ohio
$135K
AIP
393
Almanack Investment Partners
Pennsylvania
$121K -$13.2K -212 -10%
MFBTD
394
MB Financial Bank - Trust Department
Illinois
$119K +$1.62K +26 +1%
SEI Investments
395
SEI Investments
Pennsylvania
$114K -$163K -2,610 -58%
DSC
396
Duncker Streett & Co
Missouri
$110K
CIM
397
Contravisory Investment Management
Massachusetts
$100K +$35.1K +562 +53%
WPW
398
Winthrop Partners - WNY
New York
$99.4K +$103K +1,650 New
KPCM
399
Kings Point Capital Management
New York
$98K
VFA
400
Valeo Financial Advisors
Indiana
$97K

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.