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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
OIA
451
OneDigital Investment Advisors
Kansas
$20K +$18K +286 +894%
RWA
452
River Wealth Advisors
Pennsylvania
$20K +$19.5K +310 New
ARMC
453
American Research & Management Company
Massachusetts
$18K
TDC
454
Thompson Davis & Co
Virginia
$18K
WA
455
WP Advisors
California
$18K +$18.1K +288 New
JA
456
JOYN Advisors
Georgia
$17K -$13K -206 -44%
FIB
457
First Interstate Bank
Montana
$16K -$22K -350 -58%
MIM
458
Macroview Investment Management
Maryland
$16K
BRC
459
Bell Rock Capital
Delaware
$15K +$2.39K +38 +19%
GEA
460
Glen Eagle Advisors
New Jersey
$14.7K
HI
461
Hudock Inc
Pennsylvania
$13K
SMG
462
Spectrum Management Group
Indiana
$13K
HFM
463
Hartford Financial Management
Connecticut
$13K +$12.6K +200 New
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
IF
465
Ironwood Financial
Arizona
$12K
DAM
466
Delta Asset Management
Tennessee
$11K
NSB
467
Norway Savings Bank
Maine
$11K
SWP
468
Strategic Wealth Partners
Ohio
$11K
TCM
469
Tradewinds Capital Management
Washington
$11K
FGAM
470
Financial Gravity Asset Management
Texas
$9K +$1.39K +22 +19%
GI
471
Gradient Investments
Minnesota
$8K +$7.43K +118 +1,475%
SBL
472
Sargent Bickham Lagudis
Colorado
$7K -$5.79K -92 -46%
CA
473
Crewe Advisors
Utah
$7K
RCA
474
Rowland Carmichael Advisors
Arizona
$7K
AWM
475
Aevitas Wealth Management
Massachusetts
$6K

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.