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iShares Russell Mid-Cap Growth ETF

480 hedge funds and large institutions have $5.42B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 35

28% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $36.8M

13% more funds holding

Funds holding: 425480 (+55)

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

8% more capital invested

Capital invested by funds: $5.02B → $5.42B (+$405M)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

2.37% less ownership

Funds ownership: 130.23%127.86% (-2.4%)

Holders
480
Holders Change
+55
Holders Change %
+12.94%
% of All Funds
10.89%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.61%
New
92
Increased
135
Reduced
131
Closed
35
Calls
$47.1M
Puts
$36.8M
Net Calls
+$10.3M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
26
Johnson Investment Counsel
Ohio
$37.6M +$699K +11,886 +2%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$36.9M -$513K -8,728 -1%
LFAS
28
Level Four Advisory Services
Texas
$32.4M +$23.7K +404 +0.1%
TA
29
Teachers Advisors
New York
$32.2M -$2.81M -47,876 -8%
American Century Companies
30
American Century Companies
Missouri
$30.3M +$29.5M +502,088 New
RJA
31
Raymond James & Associates
Florida
$27.4M +$658K +11,190 +3%
EB
32
Eastern Bank
Massachusetts
$26.6M +$200K +3,410 +0.8%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$26.5M +$2.43M +41,314 +10%
Truist Financial
34
Truist Financial
North Carolina
$25.3M +$389K +6,614 +2%
KeyBank National Association
35
KeyBank National Association
Ohio
$24.2M +$4.59M +78,008 +24%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$24M +$2.67M +45,358 +13%
NFG
37
Noven Financial Group
Colorado
$22.7M -$257K -4,374 -1%
Creative Planning
38
Creative Planning
Kansas
$22.4M +$344K +5,852 +2%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$21.1M +$18.6M +315,980 +935%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$19.6M -$864K -14,692 -4%
BF
41
BOK Financial
Oklahoma
$19.3M +$146K +2,476 +0.8%
UB
42
UMB Bank
Missouri
$19.2M -$576K -9,806 -3%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$18.5M +$6.96M +118,486 +63%
MML Investors Services
44
MML Investors Services
Massachusetts
$17.7M -$13K -222 -0.1%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$17.4M +$11.2M +191,400 +197%
ANTB
46
AMG National Trust Bank
Colorado
$17.2M +$92.2K +1,568 +0.6%
Jane Street
47
Jane Street
New York
$17M +$16.5M +281,246 New
NP
48
NorthRock Partners
Minnesota
$16.8M +$333K +5,670 +2%
CAM
49
Congress Asset Management
Massachusetts
$16.4M +$12M +203,832 +300%
CG
50
Cutler Group
California
$16M +$15.5M +264,406 +26,441%

IWP Hedge Fund Activity: Q4 2017 in Review

480 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2017, worth a combined $5.42B — up 8.1% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IWP positions and 35 closed out — a net gain of 57 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $89.2M.

  • 480 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2017, up from 425 in Q3 2017.
  • Funds reported $5.42B of iShares Russell Mid-Cap Growth ETF stock for Q4 2017, up 8.1% quarter-over-quarter.
  • 92 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2017 and 35 closed out, a net change of +57 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2017 was American Century Companies, an estimated $29.5M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2017 was Morgan Stanley, an estimated $89.2M sold.

Based on aggregated 13F filings for Q4 2017.