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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
ACS
401
Archford Capital Strategies
Illinois
$95K +$98.2K +1,572 New
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$93K +$88.5K +1,418 +1,477%
PCA
403
Providence Capital Advisors
North Carolina
$90K
WB
404
Webster Bank
Connecticut
$80K
OIA
405
Optimum Investment Advisors
Illinois
$79K +$79.8K +1,278 New
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$78.7K
EFSCE
407
Enterprise Financial Services Corp (EFSC)
Missouri
$78K
APP
408
Avantax Planning Partners
Iowa
$78K +$78.9K +1,264 New
TC
409
Trust Company
Kansas
$77K
TFS
410
TrustCore Financial Services
Tennessee
$74K
BWA
411
BDO Wealth Advisors
Florida
$72K +$1.87K +30 +3%
BWL
412
Bogart Wealth LLC
Virginia
$69K -$999 -16 -1%
VDFA
413
Vickerman & Driscoll Financial Advisors
Washington
$67K -$34K -544 -33%
FC
414
Ferris Capital
Massachusetts
$64K +$65.3K +1,046 New
CHC
415
City Holding Co
West Virginia
$63K
FPF
416
FNY Partners Fund
New York
$62K -$7.37K -118 -10%
FEG
417
Financial Enhancement Group
Indiana
$61K +$62.4K +1,000 New
SIAP
418
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K
FMTCOCP
419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58.4K
SNT
420
Security National Trust
West Virginia
$52K -$4.75K -76 -8%
JCM
421
Jacobi Capital Management
Pennsylvania
$51K +$125 +2 +0.2%
CPIG
422
Chicago Partners Investment Group
Illinois
$50K
HR
423
Howe & Rusling
New York
$50K
JGIA
424
Jackson Grant Investment Advisers
Connecticut
$50K +$125 +2 +0.2%
AOWM
425
Alpha Omega Wealth Management
Virginia
$49K

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.