We are live on ! Find out more
IWP icon

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
FANJ
426
Financial Architects (New Jersey)
New Jersey
$49K
VIA
427
Vantage Investment Advisors
Pennsylvania
$46K -$3.75K -60 -7%
GFP
428
Gryphon Financial Partners
Ohio
$45K
CAC
429
Certified Advisory Corp
Florida
$44K +$10.2K +164 +30%
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$43K
LA
431
Legacy Advisors
Pennsylvania
$43K
PCTC
432
Perkins Coie Trust Company
Washington
$42K
SFC
433
SYM Financial Corp
Indiana
$41K +$26.3K +422 +172%
CB
434
Community Bank
New York
$40K
RWA
435
Ropes Wealth Advisors
Massachusetts
$40K +$5.5K +88 +16%
JFA
436
JNBA Financial Advisors
Minnesota
$39K -$7.24K -116 -15%
HDIM
437
Hanson & Doremus Investment Management
Vermont
$39K
TI
438
Truepoint Inc
Ohio
$38.7K -$4.41M -70,650 -88%
FIB
439
First Interstate Bank
Montana
$37K
CBT
440
Capital Bank & Trust
California
$36K
WP
441
WealthShield Partners
North Carolina
$35K
ML
442
McAdam LLC
Pennsylvania
$35K +$35.8K +574 New
SIM
443
Sonora Investment Management
Arizona
$34.4K
SWA
444
Sutton Wealth Advisors
Florida
$33.7K
POIA
445
Pin Oak Investment Advisors
Texas
$30K
JA
446
JOYN Advisors
Georgia
$29K +$29.5K +472 New
BCI
447
Brinker Capital Investments
Pennsylvania
$27K -$48.7K -780 -64%
TCOV
448
Trust Company of Vermont
Vermont
$27K
FWM
449
Focused Wealth Management
New York
$26K
QAM
450
QCI Asset Management
New York
$25K

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.