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iShares Russell Mid-Cap Growth ETF

582 hedge funds and large institutions have $7.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 220 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.09M

2% less capital invested

Capital invested by funds: $7.74B → $7.6B (-$138M)

5% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 44

1.19% less ownership

Funds ownership: 143.08%141.89% (-1.2%)

1% less funds holding

Funds holding: 590582 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

35% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 220

Holders
582
Holders Change
-8
Holders Change %
-1.36%
% of All Funds
12.76%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.59%
New
42
Increased
142
Reduced
220
Closed
44
Calls
$1.27M
Puts
$1.09M
Net Calls
+$184K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
376
Balasa Dinverno & Foltz
$326K +$532K +7,396 New
AIA
377
Armor Investment Advisors
North Carolina
$318K
HIS
378
Horizon Investment Services
Indiana
$313K -$11.2K -156 -3%
ST
379
Smithfield Trust
Pennsylvania
$313K
FA
380
FDx Advisors
Illinois
$312K -$293K -4,074 -48%
FNBOO
381
First National Bank of Omaha
Nebraska
$308K -$24.4K -340 -7%
BL
382
Balentine LLC
Georgia
$306K
WPC
383
White Pine Capital
Minnesota
$300K -$9.34K -130 -3%
DWA
384
Dougherty Wealth Advisers
Minnesota
$299K -$303K -4,218 -50%
FSA
385
Financial Sense Advisors
California
$298K +$303K +4,220 New
RIM
386
Regent Investment Management
Kentucky
$297K -$766K -10,660 -72%
RBFC
387
Roman Butler Fullerton & Co
Missouri
$295K -$223K -3,100 -79%
GIM
388
Goelzer Investment Management
Indiana
$294K -$5.03K -70 -2%
UWPG
389
Ullmann Wealth Partners Group
Florida
$294K
AWS
390
AJ Wealth Strategies
New York
$292K
BWP
391
Baldwin Wealth Partners
Massachusetts
$291K -$84.2K -1,172 -22%
MC
392
Middleton & Co
Massachusetts
$290K
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$289K
CST
394
Charles Schwab Trust
Nevada
$287K +$295K +4,102 New
PP
395
PagnatoKarp Partners
Virginia
$286K
PCMC
396
Private Capital Management (Colorado)
Colorado
$283K
OC
397
Oakworth Capital
Alabama
$280K
MA
398
MONECO Advisors
Connecticut
$277K +$144 +2 +0.1%
FI
399
Financial Insights
Washington
$276K +$281K +3,904 New
OA
400
Oxbow Advisors
Texas
$275K -$5.03K -70 -2%

IWP Hedge Fund Activity: Q3 2019 in Review

582 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2019, worth a combined $7.6B — down 1.8% from $7.74B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of IWP and 42 opened new positions — a net loss of 2 holders — while 220 trimmed existing stakes and 142 added.

The largest buyer was TIAA FSB, adding an estimated $20.9M. The largest seller was American Century Companies, exiting entirely with an estimated $31.9M sold.

  • 582 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2019, down from 590 in Q2 2019.
  • Funds reported $7.6B of iShares Russell Mid-Cap Growth ETF stock for Q3 2019, down 1.8% quarter-over-quarter.
  • 42 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2019 and 44 closed out, a net change of -2 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2019 was TIAA FSB, an estimated $20.9M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2019 was American Century Companies, an estimated $31.9M sold.

Based on aggregated 13F filings for Q3 2019.