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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
ANBT
451
American National Bank & Trust
Texas
$25K +$25K +400 New
IFAM
452
Institutional & Family Asset Management
Colorado
$25K +$25.6K +410 New
WAM
453
Watermark Asset Management
California
$24K
MWM
454
MinichMacGregor Wealth Management
New York
$21K
TDC
455
Thompson Davis & Co
Virginia
$18K
ARMC
456
American Research & Management Company
Massachusetts
$17K
VCM
457
Virtue Capital Management
Tennessee
$16K -$16.2K -260 -50%
MIM
458
Macroview Investment Management
Maryland
$15K +$5.74K +92 +60%
GEA
459
Glen Eagle Advisors
New Jersey
$14.3K +$10.6K +170 +274%
HI
460
Hudock Inc
Pennsylvania
$13K
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K -$9.99K -160 -44%
IF
462
Ironwood Financial
Arizona
$12K
SBL
463
Sargent Bickham Lagudis
Colorado
$12K
SMG
464
Spectrum Management Group
Indiana
$12K
BRC
465
Bell Rock Capital
Delaware
$12K +$7.24K +116 +145%
DAM
466
Delta Asset Management
Tennessee
$11K
TCM
467
Tradewinds Capital Management
Washington
$11K +$11.2K +180 New
Financial Engines Advisors
468
Financial Engines Advisors
California
$11K +$11.6K +186 New
SWP
469
Strategic Wealth Partners
Ohio
$10K
PFBT
470
Parkside Financial Bank & Trust
Missouri
$10K +$250 +4 +2%
NSB
471
Norway Savings Bank
Maine
$10K +$10.6K +170 New
FGC
472
Financial Gravity Companies
Texas
$7K -$4.5K -72 -39%
CA
473
Crewe Advisors
Utah
$7K
RCA
474
Rowland Carmichael Advisors
Arizona
$7K
FGAM
475
Financial Gravity Asset Management
Texas
$7K +$7.12K +114 New

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.