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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
CCM
426
Coldstream Capital Management
Washington
$244K -$62.6K -900 -21%
AA
427
Ancora Advisors
Ohio
$244K +$239K +3,430 New
HA
428
Harborview Advisors
Maine
$243K
PMFA
429
Plante Moran Financial Advisors
Michigan
$243K
RIG
430
Renaissance Investment Group
Massachusetts
$243K
W
431
WealthOne
New York
$243K +$237K +3,406 New
TC
432
TownSquare Capital
Utah
$243K +$237K +3,412 New
BAM
433
Berkshire Asset Management
Pennsylvania
$242K
SMC
434
Smith, Moore & Co
Missouri
$238K
CAL
435
Capital Advisors Ltd
Ohio
$238K +$78.7K +1,132 +51%
CCT
436
Country Club Trust
Missouri
$237K
RF
437
RHS Financial
California
$237K
GC
438
Gratus Capital
Georgia
$236K +$14.2K +204 +7%
Fiera Capital (Canada)
439
Fiera Capital (Canada)
Quebec, Canada
$235K
NAS
440
Nicolet Advisory Services
Wisconsin
$231K -$7.93K -114 -3%
SWM
441
SeaCrest Wealth Management
New York
$231K +$139 +2 +0.1%
ACA
442
Aptus Capital Advisors
Alabama
$229K
FIM
443
Fernwood Investment Management
Massachusetts
$229K
Wolverine Trading
444
Wolverine Trading
Illinois
$227K -$47.3K -680 -18%
VCP
445
Vista Capital Partners
Oregon
$224K
AWA
446
Arete Wealth Advisors
Illinois
$223K +$218K +3,134 New
BCM
447
Bourgeon Capital Management
Connecticut
$222K
WA
448
WealthTrust Axiom
Pennsylvania
$222K
TYCC
449
Texas Yale Capital Corp
Florida
$220K -$215K -3,090 -50%
CCM
450
Colorado Capital Management
Colorado
$220K

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.