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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
BA
376
Ballew Advisors
Mississippi
$150K +$1.13K +18 +0.8%
PFO
377
Pathstone Family Office
New Jersey
$146K -$629 -10 -0.4%
FFC
378
First Financial Corp
Indiana
$146K
FA
379
Fortis Advisors
Pennsylvania
$144K
CAL
380
Capital Advisors Ltd
Ohio
$140K
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K -$42.7K -678 -24%
TL
382
TrueWealth LLC
Georgia
$132K -$22.4K -356 -15%
VFA
383
Valeo Financial Advisors
Indiana
$131K +$26.6K +422 +27%
Lazard Asset Management
384
Lazard Asset Management
New York
$126K +$126K +2,000 New
MFBTD
385
MB Financial Bank - Trust Department
Illinois
$123K
EA
386
Edge Advisors
Georgia
$114K -$32.1K -510 -22%
DSC
387
Duncker Streett & Co
Missouri
$113K
BCA
388
Bay Colony Advisors
Massachusetts
$113K +$113K +1,790 New
CIM
389
Contravisory Investment Management
Massachusetts
$103K
KPCM
390
Kings Point Capital Management
New York
$101K
CHC
391
City Holding Co
West Virginia
$101K +$35.2K +560 +54%
ACS
392
Archford Capital Strategies
Illinois
$100K
WAP
393
Wealthcare Advisory Partners
Pennsylvania
$100K +$4.41K +70 +5%
CBT
394
Capital Bank & Trust
California
$99K +$61.7K +980 +168%
PCA
395
Providence Capital Advisors
North Carolina
$93K
WTB
396
Washington Trust Bank
Washington
$91K -$131K -2,080 -59%
WB
397
Webster Bank
Connecticut
$83K
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$81.1K
OIA
399
Optimum Investment Advisors
Illinois
$81K
TC
400
Trust Company
Kansas
$80K

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.