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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
ZB
26
Zions Bancorporation
Utah
$43.1M +$2.78M +44,472 +7%
PWAG
27
Polaris Wealth Advisory Group
California
$42.6M -$1.28M -20,426 -3%
JIC
28
Johnson Investment Counsel
Ohio
$38.4M +$46.1K +738 +0.1%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$33.4M -$4.3M -68,832 -11%
TA
30
Teachers Advisors
New York
$32.8M
LFAS
31
Level Four Advisory Services
Texas
$31.1M -$2M -32,074 -6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$30.1M +$3.16M +50,620 +12%
RJA
33
Raymond James & Associates
Florida
$29.8M +$1.86M +29,744 +7%
Truist Financial
34
Truist Financial
North Carolina
$26.5M +$734K +11,762 +3%
NFG
35
Noven Financial Group
Colorado
$24.2M +$1.13M +18,162 +5%
Creative Planning
36
Creative Planning
Kansas
$22.9M +$48.6K +778 +0.2%
FMWA
37
Forvis Mazars Wealth Advisors
Missouri
$21.8M +$12.4M +198,546 +127%
KeyBank National Association
38
KeyBank National Association
Ohio
$20.2M -$4.49M -71,876 -18%
UB
39
UMB Bank
Missouri
$19.4M -$169K -2,712 -0.9%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$19.4M -$606K -9,712 -3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$19.3M +$539K +8,638 +3%
BF
42
BOK Financial
Oklahoma
$18.8M -$859K -13,750 -4%
AssetMark Inc
43
AssetMark Inc
California
$18.3M +$2.29M +36,656 +14%
ANTB
44
AMG National Trust Bank
Colorado
$17.4M -$92K -1,474 -0.5%
MML Investors Services
45
MML Investors Services
Massachusetts
$17.4M -$704K -11,268 -4%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$16.7M -$1.01M -16,200 -6%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$16.6M -$4.94M -79,144 -23%
NP
48
NorthRock Partners
Minnesota
$16.4M -$781K -12,512 -4%
IIC
49
Integrated Investment Consultants
Michigan
$14.9M +$15.1M +241,910 New
BC
50
Brinker Capital
Pennsylvania
$14.4M -$1.82M -29,132 -11%

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.