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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
TWA
426
TCI Wealth Advisors
Arizona
$45K +$44.9K +714 New
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$44K
PCTC
428
Perkins Coie Trust Company
Washington
$44K
SFC
429
SYM Financial Corp
Indiana
$42K
BCI
430
Brinker Capital Investments
Pennsylvania
$42K +$13.7K +218 +49%
CB
431
Community Bank
New York
$41K
HDIM
432
Hanson & Doremus Investment Management
Vermont
$40K
JFA
433
JNBA Financial Advisors
Minnesota
$40K
RWA
434
Ropes Wealth Advisors
Massachusetts
$38K -$3.02K -48 -7%
ML
435
McAdam LLC
Pennsylvania
$36K
WP
436
WealthShield Partners
North Carolina
$36K
SIM
437
Sonora Investment Management
Arizona
$35K
SWA
438
Sutton Wealth Advisors
Florida
$34.7K
POIA
439
Pin Oak Investment Advisors
Texas
$31K
AA
440
Apriem Advisors
California
$30K +$30.1K +478 New
TCOV
441
Trust Company of Vermont
Vermont
$28K
BFEC
442
Benjamin F. Edwards & Company
Missouri
$27K -$151K -2,404 -85%
FWM
443
Focused Wealth Management
New York
$27K
IFAM
444
Institutional & Family Asset Management
Colorado
$26K
ANBT
445
American National Bank & Trust
Texas
$25K
QAM
446
QCI Asset Management
New York
$25K
BWM
447
BerganKDV Wealth Management
Minnesota
$25K +$24.5K +390 New
B
448
Bridgeworth
Alabama
$25K +$25.3K +402 New
WAM
449
Watermark Asset Management
California
$24K
MWM
450
MinichMacGregor Wealth Management
New York
$22K

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.