We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF

509 hedge funds and large institutions have $6.41B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $759K | Put options by funds: $393K

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $5.89B → $6.41B (+$520M)

3% more funds holding

Funds holding: 494509 (+15)

8% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 167

2.24% less ownership

Funds ownership: 132.26%130.02% (-2.2%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
509
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
11.64%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.59%
New
45
Increased
153
Reduced
167
Closed
28
Calls
$759K
Puts
$393K
Net Calls
+$366K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
26
Johnson Investment Counsel
Ohio
$42M -$33.6K -506 -0.1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$40.7M +$2.78M +41,750 +7%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$36.1M -$286K -4,306 -0.8%
RJA
29
Raymond James & Associates
Florida
$34.6M -$214K -3,216 -0.6%
Truist Financial
30
Truist Financial
North Carolina
$31.6M +$2.66M +40,066 +9%
KeyBank National Association
31
KeyBank National Association
Ohio
$29.8M +$2.71M +40,794 +10%
PWAG
32
Polaris Wealth Advisory Group
California
$29M -$17.6M -264,332 -38%
NFG
33
Noven Financial Group
Colorado
$25.1M +$329K +4,942 +1%
SS
34
Simplicity Solutions
Minnesota
$24.5M +$4.96M +74,588 +26%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$24.1M +$9.57M +143,976 +68%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$22.6M -$1.6M -24,028 -7%
Creative Planning
37
Creative Planning
Kansas
$21.6M -$3.63M -54,576 -15%
AssetMark Inc
38
AssetMark Inc
California
$21.5M -$854K -12,846 -4%
BF
39
BOK Financial
Oklahoma
$21.2M +$534K +8,032 +3%
CMO
40
Covenant Multifamily Offices
Texas
$20.6M +$6.2M +93,232 +44%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$20.6M -$393K -5,914 -2%
AWM
42
AE Wealth Management
Kansas
$20.3M +$2.36M +35,556 +14%
ANTB
43
AMG National Trust Bank
Colorado
$20M +$276K +4,152 +1%
UB
44
UMB Bank
Missouri
$19.8M -$435K -6,542 -2%
NP
45
NorthRock Partners
Minnesota
$19.1M +$662K +9,954 +4%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$18.4M -$6.78M -101,914 -27%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$18.3M
Two Sigma Advisers
48
Two Sigma Advisers
New York
$17.5M -$213K -3,200 -1%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$16.9M +$545K +8,192 +3%
IIC
50
Integrated Investment Consultants
Michigan
$16.5M -$220K -3,304 -1%

IWP Hedge Fund Activity: Q3 2018 in Review

509 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2018, worth a combined $6.41B — up 8.8% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IWP positions and 28 closed out — a net gain of 17 holders — while 153 added to existing stakes and 167 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $42.9M. The largest seller was American Century Companies, exiting entirely with an estimated $76.3M sold.

  • 509 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2018, up from 494 in Q2 2018.
  • Funds reported $6.41B of iShares Russell Mid-Cap Growth ETF stock for Q3 2018, up 8.8% quarter-over-quarter.
  • 45 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2018 and 28 closed out, a net change of +17 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2018 was Nuveen, an estimated $42.9M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2018 was American Century Companies, an estimated $76.3M sold.

Based on aggregated 13F filings for Q3 2018.