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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
EFSCE
401
Enterprise Financial Services Corp (EFSC)
Missouri
$76K -$4.91K -78 -6%
TFS
402
TrustCore Financial Services
Tennessee
$76K
WPW
403
Winthrop Partners - WNY
New York
$75.8K -$28.6K -454 -28%
WAM
404
Wolverine Asset Management
Illinois
$73K +$73K +1,160 New
BWA
405
BDO Wealth Advisors
Florida
$72K -$1.89K -30 -3%
BWL
406
Bogart Wealth LLC
Virginia
$71K
FC
407
Ferris Capital
Massachusetts
$66K
CAC
408
Certified Advisory Corp
Florida
$66K +$20.8K +330 +46%
VDFA
409
Vickerman & Driscoll Financial Advisors
Washington
$65K -$3.9K -62 -6%
FEG
410
Financial Enhancement Group
Indiana
$63K
TC
411
Trilogy Capital
California
$63K +$62.3K +990 New
SIAP
412
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$62K
FMTCOCP
413
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K
JCM
414
Jacobi Capital Management
Pennsylvania
$54K
SNT
415
Security National Trust
West Virginia
$54K
GFP
416
Gryphon Financial Partners
Ohio
$53K +$6.29K +100 +14%
PRS
417
Pinkerton Retirement Specialists
Idaho
$53K +$52.4K +832 New
CPIG
418
Chicago Partners Investment Group
Illinois
$52K
AOWM
419
Alpha Omega Wealth Management
Virginia
$51K
FANJ
420
Financial Architects (New Jersey)
New Jersey
$51K
HR
421
Howe & Rusling
New York
$51K
JGIA
422
Jackson Grant Investment Advisers
Connecticut
$51K
AA
423
AlphaMark Advisors
Kentucky
$51K +$51K +810 New
VIA
424
Vantage Investment Advisors
Pennsylvania
$46K +$1.39K +22 +3%
LA
425
Legacy Advisors
Pennsylvania
$45K

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.