We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF

590 hedge funds and large institutions have $7.74B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $6.6B → $7.74B (+$1.14B)

16% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $10.2M

13.27% more ownership

Funds ownership: 129.81%143.08% (+13%)

3% more funds holding

Funds holding: 574590 (+16)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
12.81%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
58
Increased
176
Reduced
194
Closed
34
Calls
$11.8M
Puts
$10.2M
Net Calls
+$1.61M
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$55.9M -$4.51M -64,874 -8%
Barclays
27
Barclays
United Kingdom
$48.2M +$46.6M +669,348 +11,042%
M&T Bank
28
M&T Bank
New York
$47.1M -$4.25M -61,094 -8%
Truist Financial
29
Truist Financial
North Carolina
$44.9M +$3.28M +47,190 +8%
JIC
30
Johnson Investment Counsel
Ohio
$43M -$179K -2,568 -0.4%
ZB
31
Zions Bancorporation
Utah
$39.2M -$2.43M -34,974 -6%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$37.7M +$21.6M +311,118 +143%
RJA
33
Raymond James & Associates
Florida
$35M +$3.25M +46,710 +11%
SS
34
Simplicity Solutions
Minnesota
$33.8M +$19.5M +280,370 +145%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$33.5M
HSBC Holdings
36
HSBC Holdings
United Kingdom
$33.3M -$1.96M -28,244 -6%
American Century Companies
37
American Century Companies
Missouri
$31.9M +$31.2M +447,950 New
KeyBank National Association
38
KeyBank National Association
Ohio
$31.2M +$927K +13,324 +3%
PWAG
39
Polaris Wealth Advisory Group
California
$31M -$8.74M -125,662 -23%
AWM
40
AE Wealth Management
Kansas
$30.4M +$16.3M +233,876 +122%
NFG
41
Noven Financial Group
Colorado
$26.2M +$120K +1,732 +0.5%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$26.2M +$4.92M +70,782 +24%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$24.6M +$2.16M +31,086 +10%
Creative Planning
44
Creative Planning
Kansas
$24.6M -$79.8K -1,148 -0.3%
BC
45
Brinker Capital
Pennsylvania
$22.2M +$1.28M +18,352 +6%
NP
46
NorthRock Partners
Minnesota
$21.8M -$336K -4,838 -2%
ANTB
47
AMG National Trust Bank
Colorado
$21.5M +$636K +9,150 +3%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$20.8M -$827K -11,896 -4%
GW
49
GW & Wade
Massachusetts
$20.7M +$16.6K +238 +0.1%
CA
50
Cetera Advisors
Colorado
$18.6M +$1.06M +15,218 +6%

IWP Hedge Fund Activity: Q2 2019 in Review

590 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2019, worth a combined $7.74B — up 17% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IWP positions and 34 closed out — a net gain of 24 holders — while 176 added to existing stakes and 194 trimmed.

The largest buyer was TIAA FSB, adding an estimated $771M. The largest seller was EP Wealth Advisors, cutting an estimated $64.8M.

  • 590 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2019, up from 574 in Q1 2019.
  • Funds reported $7.74B of iShares Russell Mid-Cap Growth ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 58 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2019 and 34 closed out, a net change of +24 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $771M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2019 was EP Wealth Advisors, an estimated $64.8M sold.

Based on aggregated 13F filings for Q2 2019.