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iShares Russell Mid-Cap Growth ETF

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

3.72% more ownership

Funds ownership: 127.86%131.58% (+3.7%)

3% more funds holding

Funds holding: 480492 (+12)

4% more capital invested

Capital invested by funds: $5.42B → $5.64B (+$220M)

11% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 166

41% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $27.3M

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.28%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Catamount Wealth Management
Connecticut
$6K -$3.37K -54 -35%
AWM
477
Aevitas Wealth Management
Massachusetts
$6K +$6.12K +98 New
SWPG
478
Strategic Wealth Partners Group
Illinois
$5.34K -$175K -2,806 -3%
MWM
479
Mascoma Wealth Management
New Hampshire
$5K
CFD
480
Creative Financial Designs
Indiana
$4K
IP
481
Intellectus Partners
California
$4K
PG
482
Patten Group
Tennessee
$4K +$3.75K +60 New
ME
483
McIlrath & Eck
Washington
$3K
VNA
484
Valley National Advisers
Pennsylvania
$3K
AWM
485
Avior Wealth Management
Nebraska
$3K +$3.37K +54 New
OIA
486
OneDigital Investment Advisors
Kansas
$2K
AFNAS
487
American Financial Network Advisory Services
California
$1.03K -$93.8K -1,502 -85%
RFM
488
Royal Fund Management
Florida
$1K -$8.99K -144 -85%
GWS
489
Glassman Wealth Services
Virginia
$1K -$1.25K -20 -67%
AAP
490
Arax Advisory Partners
Colorado
$1K
BNP Paribas Financial Markets
491
BNP Paribas Financial Markets
France
$246
Wellington Management Group
492
Wellington Management Group
Massachusetts
-$12.5M -207,868 Closed
TSS
493
Two Sigma Securities
New York
-$11.3M -186,860 Closed
Westfield Capital Management
494
Westfield Capital Management
Massachusetts
-$6.07M -100,700 Closed
Susquehanna International Group
495
Susquehanna International Group
Pennsylvania
-$5.03M -80,630 Closed
DJSG
496
D.J. St. Germain
Massachusetts
-$4.62M -76,664 Closed
PCM
497
Price Capital Management
Louisiana
-$3.52M -58,440 Closed
BAM
498
Belpointe Asset Management
Nevada
-$3.37M -55,900 Closed
TRCT
499
Tower Research Capital (TRC)
New York
-$1.48M -24,516 Closed
Natixis Advisors
500
Natixis Advisors
Massachusetts
-$1.22M -20,164 Closed

IWP Hedge Fund Activity: Q1 2018 in Review

492 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2018, worth a combined $5.64B — up 4.1% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWP positions and 34 closed out — a net gain of 14 holders — while 148 added to existing stakes and 166 trimmed.

The largest buyer was American Century Companies, adding an estimated $99.8M. The largest seller was Eastern Bank, cutting an estimated $26.2M.

  • 492 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2018, up from 480 in Q4 2017.
  • Funds reported $5.64B of iShares Russell Mid-Cap Growth ETF stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 48 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2018 and 34 closed out, a net change of +14 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2018 was American Century Companies, an estimated $99.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2018 was Eastern Bank, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2018.