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iShares Russell Mid-Cap Growth ETF
IWP

688 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 27

57% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $750K

44% more funds holding in top 10

Funds holding in top 10: 27 → 39 (+12)

18% more funds holding

Funds holding: 582 → 688 (+106)

15% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 174

8% more capital invested

Capital invested by funds: $7.6B → $8.21B (+$606M)

0.37% less ownership

Funds ownership: 141.89% → 141.52% (-0.37%)

Holders
688
Holders Change
+106
Holders Change %
+18.21%
% of All Funds
13.56%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
143
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$71.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.9M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$38M
4
CAM
Congress Asset Management
Massachusetts
+$15.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.3M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
-$70.2M
2
Bank of America
Bank of America
North Carolina
-$45.8M
3
M&T Bank
M&T Bank
New York
-$44.3M
4
Barclays
Barclays
United Kingdom
-$37.7M
5
AP
Advisors Preferred
Maryland
-$36.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
26
Stephens Group Asset Management
Arkansas
$56.1M -$70.2M -958,122 -57%
RJA
27
Raymond James & Associates
Florida
$45.5M +$2.53M +34,544 +6%
JIC
28
Johnson Investment Counsel
Ohio
$44.7M -$465K -6,342 -1%
FCBT
29
First Citizens Bank & Trust
North Carolina
$40.5M +$38M +518,078 +4,198%
ZB
30
Zions Bancorporation
Utah
$40M -$1.49M -20,352 -4%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$36.7M +$3.21M +43,786 +10%
PWAG
32
Polaris Wealth Advisory Group
California
$35.5M +$2.21M +30,180 +7%
EH
33
Equitable Holdings
New York
$35M +$33.6M +458,912 New
SS
34
Simplicity Solutions
Minnesota
$33.7M +$2.55M +34,814 +9%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$33.5M – – –
KeyBank National Association
36
KeyBank National Association
Ohio
$32.7M -$159K -2,174 -0.5%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$31.3M -$4.34M -59,138 -13%
AWM
38
AE Wealth Management
Kansas
$30M +$2.82M +38,530 +11%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$29.3M +$1.32M +18,000 +5%
NFG
40
Noven Financial Group
Colorado
$29M +$391K +5,338 +1%
BC
41
Brinker Capital
Pennsylvania
$27M +$3.63M +49,572 +16%
Creative Planning
42
Creative Planning
Kansas
$26.5M +$205K +2,798 +0.8%
CMA
43
Cedar Mountain Advisors
Oregon
$23.7M +$22.8M +310,600 New
ANTB
44
AMG National Trust Bank
Colorado
$23.2M -$1.32M -17,962 -6%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$23M +$186K +2,540 +0.8%
GW
46
GW & Wade
Massachusetts
$23M +$805K +10,974 +4%
CAM
47
Congress Asset Management
Massachusetts
$22.5M +$15.2M +207,574 +238%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$20.8M -$18.4M -250,802 -48%
UB
49
UMB Bank
Missouri
$20.3M -$782K -10,660 -4%
BPB
50
Badgley, Phelps & Bell
Washington
$20M +$462K +6,306 +2%
1
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IWP Hedge Fund Activity: Q4 2019 in Review

688 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2019, worth a combined $8.21B — up 8% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new IWP positions and 27 closed out — a net gain of 116 holders — while 200 added to existing stakes and 174 trimmed.

The largest buyer was Truist Financial, adding an estimated $71.3M. The largest seller was Stephens Group Asset Management, cutting an estimated $70.2M.

  • 688 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2019, up from 582 in Q3 2019.
  • Funds reported $8.21B of iShares Russell Mid-Cap Growth ETF stock for Q4 2019, up 8% quarter-over-quarter.
  • 143 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2019 and 27 closed out, a net change of +116 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $71.3M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2019 was Stephens Group Asset Management, an estimated $70.2M sold.

Based on aggregated 13F filings for Q4 2019.