iShares Russell Mid-Cap Growth ETF
688 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.
430% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 27
57% more call options, than puts
Call options by funds: $1.18M | Put options by funds: $750K
44% more funds holding in top 10
Funds holding in top 10: 27 → 39 (+12)
18% more funds holding
Funds holding: 582 → 688 (+106)
15% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 174
8% more capital invested
Capital invested by funds: $7.6B → $8.21B (+$606M)
0.37% less ownership
Funds ownership: 141.89% → 141.52% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$71.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$45.9M |
| 3 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$38M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$15.2M |
| 5 |
JP Morgan Chase
New York
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$70.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$45.8M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$44.3M |
| 4 |
Barclays
London,
United Kingdom
|
-$37.7M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$36.3M |
IWP Hedge Fund Activity: Q4 2019 in Review
688 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2019, worth a combined $8.21B — up 8% from $7.6B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new IWP positions and 27 closed out — a net gain of 116 holders — while 200 added to existing stakes and 174 trimmed.
The largest buyer was Truist Financial, adding an estimated $71.3M. The largest seller was Stephens Group Asset Management, cutting an estimated $70.2M.
- 688 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2019, up from 582 in Q3 2019.
- Funds reported $8.21B of iShares Russell Mid-Cap Growth ETF stock for Q4 2019, up 8% quarter-over-quarter.
- 143 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2019 and 27 closed out, a net change of +116 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $71.3M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2019 was Stephens Group Asset Management, an estimated $70.2M sold.
Based on aggregated 13F filings for Q4 2019.