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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
PWAG
26
Polaris Wealth Advisory Group
California
$42.5M -$107K -1,694 -0.2%
JIC
27
Johnson Investment Counsel
Ohio
$39.3M -$300K -4,768 -0.8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$35.4M +$4.31M +68,522 +14%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$34.1M -$351K -5,570 -1%
TA
30
Teachers Advisors
New York
$34M +$223K +3,538 +0.7%
RJA
31
Raymond James & Associates
Florida
$32.6M +$1.91M +30,330 +6%
LFAS
32
Level Four Advisory Services
Texas
$32M -$16K -254 -0.1%
Truist Financial
33
Truist Financial
North Carolina
$27M -$333K -5,296 -1%
KeyBank National Association
34
KeyBank National Association
Ohio
$25.3M +$4.41M +70,042 +21%
Creative Planning
35
Creative Planning
Kansas
$23.7M +$74K +1,176 +0.3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$23.6M +$10.9M +173,562 +87%
NFG
37
Noven Financial Group
Colorado
$23.1M -$1.84M -29,218 -7%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$22.6M +$185K +2,932 +0.8%
AssetMark Inc
39
AssetMark Inc
California
$20.9M +$2.08M +33,016 +11%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$19.6M -$367K -5,828 -2%
BF
41
BOK Financial
Oklahoma
$19.3M -$90.9K -1,444 -0.5%
UB
42
UMB Bank
Missouri
$19M -$1.06M -16,836 -5%
ANTB
43
AMG National Trust Bank
Colorado
$18.4M +$478K +7,588 +3%
SS
44
Simplicity Solutions
Minnesota
$18.2M +$4.68M +74,274 +35%
NP
45
NorthRock Partners
Minnesota
$17.1M +$258K +4,106 +2%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$17.1M -$10.1K -160 -0.1%
AWM
47
AE Wealth Management
Kansas
$16.7M +$2.77M +43,938 +20%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$16.5M -$718K -11,400 -4%
PSUF
49
People's United Financial
Connecticut
$15.6M +$44.7K +710 +11%
IIC
50
Integrated Investment Consultants
Michigan
$15.6M +$284K +4,518 +2%

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.