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iShares Russell Mid-Cap Growth ETF

590 hedge funds and large institutions have $7.74B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $6.6B → $7.74B (+$1.14B)

16% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $10.2M

13.27% more ownership

Funds ownership: 129.81%143.08% (+13%)

3% more funds holding

Funds holding: 574590 (+16)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
12.81%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
58
Increased
176
Reduced
194
Closed
34
Calls
$11.8M
Puts
$10.2M
Net Calls
+$1.61M
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
OA
401
Oxbow Advisors
Texas
$282K
MA
402
MONECO Advisors
Connecticut
$279K +$139 +2 +0.1%
CAG
403
Csenge Advisory Group
Florida
$278K +$1.53K +22 +0.6%
Luther King Capital Management (LKCM)
404
Luther King Capital Management (LKCM)
Texas
$276K
SCA
405
Sage Capital Advisors
South Dakota
$274K
HFA
406
High Falls Advisors
New York
$273K -$2.37K -34 -0.9%
FHA
407
Flagship Harbor Advisors
Massachusetts
$270K -$835 -12 -0.3%
NNP
408
Nachman Norwood & Parrott
South Carolina
$267K +$261K +3,748 New
FLA
409
Financial Life Advisors
Texas
$266K -$13.1K -188 -5%
HSA
410
HBK Sorce Advisory
Pennsylvania
$264K -$3.48K -50 -1%
LRPA
411
L. Roy Papp & Associates
Arizona
$264K +$139 +2 +0.1%
CCMG
412
Clark Capital Management Group
Pennsylvania
$263K
VFA
413
Valeo Financial Advisors
Indiana
$263K
LFAS
414
Level Four Advisory Services
Texas
$259K -$46.3K -666 -15%
VCA
415
Verdence Capital Advisors
Maryland
$259K +$253K +3,632 New
PV
416
Private Vista
Illinois
$258K -$17.2K -248 -6%
NAM
417
NTV Asset Management
West Virginia
$257K
HCM
418
Hollencrest Capital Management
California
$256K
HJA
419
Hugh Johnson Advisors
New York
$256K
Lazard Asset Management
420
Lazard Asset Management
New York
$256K +$111K +1,600 +80%
NWM
421
Northwest Wealth Management
Iowa
$254K
VA
422
Valmark Advisers
Ohio
$252K +$4.45K +64 +2%
HB
423
Homrich & Berg
Georgia
$252K +$245K +3,528 New
DC
424
Davenport & Co
Virginia
$250K
IC
425
Intersect Capital
California
$245K

IWP Hedge Fund Activity: Q2 2019 in Review

590 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2019, worth a combined $7.74B — up 17% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IWP positions and 34 closed out — a net gain of 24 holders — while 176 added to existing stakes and 194 trimmed.

The largest buyer was TIAA FSB, adding an estimated $771M. The largest seller was EP Wealth Advisors, cutting an estimated $64.8M.

  • 590 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2019, up from 574 in Q1 2019.
  • Funds reported $7.74B of iShares Russell Mid-Cap Growth ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 58 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2019 and 34 closed out, a net change of +24 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $771M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2019 was EP Wealth Advisors, an estimated $64.8M sold.

Based on aggregated 13F filings for Q2 2019.