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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
WLIM
451
White Lighthouse Investment Management
Massachusetts
$220K
WP
452
WealthSource Partners
California
$220K +$214K +3,082 New
Chevy Chase Trust
453
Chevy Chase Trust
Maryland
$219K
PWM
454
Perigon Wealth Management
California
$218K
GIA
455
Gladstone Institutional Advisory
Florida
$217K +$211K +3,038 New
CFA
456
Carroll Financial Associates
North Carolina
$215K
HR
457
Hayden Royal
North Carolina
$214K +$204K +2,932 New
AI
458
Atria Investments
North Carolina
$213K -$33.8K -486 -14%
BSW
459
Buckingham Strategic Wealth
Missouri
$211K
MAM
460
Mastrapasqua Asset Management
Tennessee
$211K
WDL
461
Well Done LLC
Michigan
$209K +$204K +2,938 New
WSTAM
462
Wilbanks Smith & Thomas Asset Management
Virginia
$208K -$3.2K -46 -2%
SCM
463
Schnieders Capital Management
California
$206K +$201K +2,890 New
KIA
464
KCM Investment Advisors
California
$205K +$200K +2,880 New
WWM
465
Western Wealth Management
Colorado
$204K -$5.7K -82 -3%
OC
466
Oarsman Capital
Wisconsin
$204K +$199K +2,856 New
RC
467
Rinet Company
Massachusetts
$203K +$198K +2,850 New
BFA
468
Bragg Financial Advisors
North Carolina
$202K +$197K +2,830 New
MAU
469
MRA Associates USA
Arizona
$200K
CIR
470
Clear Investment Research
Georgia
$181K -$9.74K -140 -5%
CBT
471
Capital Bank & Trust
California
$173K +$59.8K +860 +55%
PFO
472
Pathstone Family Office
New Jersey
$165K +$278 +4 +0.2%
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$157K
TL
474
TrueWealth LLC
Georgia
$147K
BBHC
475
Brown Brothers Harriman & Co
New York
$144K -$70.7K -1,016 -33%

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.