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iShares Russell Mid-Cap Growth ETF

574 hedge funds and large institutions have $6.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 154 increasing their positions, 184 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

19% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $8.8M

14% more capital invested

Capital invested by funds: $5.79B → $6.6B (+$809M)

9% more funds holding

Funds holding: 527574 (+47)

7.64% less ownership

Funds ownership: 137.45%129.81% (-7.6%)

16% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 184

Holders
574
Holders Change
+47
Holders Change %
+8.92%
% of All Funds
12.42%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.71%
New
92
Increased
154
Reduced
184
Closed
38
Calls
$10.5M
Puts
$8.8M
Net Calls
+$1.67M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$57.9M +$232K +3,614 +0.4%
Deutsche Bank
27
Deutsche Bank
Germany
$54.3M -$523K -8,148 -1%
M&T Bank
28
M&T Bank
New York
$49M +$182K +2,832 +0.4%
N
29
Nuveen
North Carolina
$45.3M +$4.76M +74,220 +13%
JIC
30
Johnson Investment Counsel
Ohio
$41.1M -$290K -4,524 -0.7%
ZB
31
Zions Bancorporation
Utah
$39.6M +$37.5M +584,286 New
Truist Financial
32
Truist Financial
North Carolina
$39.5M +$2.75M +42,794 +8%
PWAG
33
Polaris Wealth Advisory Group
California
$38.2M +$8.81M +137,294 +33%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$33.6M +$181K +2,818 +0.6%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$33.5M +$32.1M +500,642 +551%
AP
36
Advisors Preferred
Maryland
$31.5M +$27.6M +429,506 +1,230%
CFS
37
Ceros Financial Services
Maryland
$31.5M +$29.8M +464,428 New
RJA
38
Raymond James & Associates
Florida
$30.1M -$8.45M -131,584 -23%
KeyBank National Association
39
KeyBank National Association
Ohio
$28.8M -$1.52M -23,724 -5%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$27.4M +$10.1M +157,122 +64%
NFG
41
Noven Financial Group
Colorado
$24.8M +$23.5M +366,192 New
AssetMark Inc
42
AssetMark Inc
California
$23.6M +$5.73M +89,200 +34%
Creative Planning
43
Creative Planning
Kansas
$23.5M +$267K +4,158 +1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$21.3M +$45.3K +706 +0.2%
NP
45
NorthRock Partners
Minnesota
$21M +$1.36M +21,192 +7%
UB
46
UMB Bank
Missouri
$20.9M -$584K -9,092 -3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$20.6M -$885K -13,792 -4%
TAIM
48
TD Ameritrade Investment Management
Nebraska
$20.1M +$3.85M +59,930 +25%
ANTB
49
AMG National Trust Bank
Colorado
$19.9M +$305K +4,750 +2%
BC
50
Brinker Capital
Pennsylvania
$19.8M +$10.5M +163,420 +127%

IWP Hedge Fund Activity: Q1 2019 in Review

574 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2019, worth a combined $6.6B — up 14% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IWP positions and 38 closed out — a net gain of 54 holders — while 154 added to existing stakes and 184 trimmed.

The largest buyer was Wells Fargo, adding an estimated $202M. The largest seller was TIAA FSB, cutting an estimated $531M.

  • 574 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2019, up from 527 in Q4 2018.
  • Funds reported $6.6B of iShares Russell Mid-Cap Growth ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 92 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2019 and 38 closed out, a net change of +54 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2019 was Wells Fargo, an estimated $202M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2019 was TIAA FSB, an estimated $531M sold.

Based on aggregated 13F filings for Q1 2019.