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iShares Russell Mid-Cap Growth ETF

494 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

4% more capital invested

Capital invested by funds: $5.64B → $5.89B (+$245M)

0.68% more ownership

Funds ownership: 131.58%132.26% (+0.68%)

0% more funds holding

Funds holding: 492494 (+2)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.86M

Holders
494
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.31%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
34
Increased
140
Reduced
160
Closed
26
Calls
$4.84M
Puts
$5.86M
Net Calls
-$1.01M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
476
Reilly Financial Advisors
California
$6K +$6.29K +100 New
SWPG
477
Strategic Wealth Partners Group
Illinois
$5.5K -$1.89K -30 -0%
MWM
478
Mascoma Wealth Management
New Hampshire
$5K
CWM
479
Catamount Wealth Management
Connecticut
$4K -$2.52K -40 -40%
IP
480
Intellectus Partners
California
$4K
PG
481
Patten Group
Tennessee
$4K
Financial Engines Advisors
482
Financial Engines Advisors
California
$3K -$8.94K -142 -76%
AWM
483
Avior Wealth Management
Nebraska
$3K
ME
484
McIlrath & Eck
Washington
$3K
VNA
485
Valley National Advisers
Pennsylvania
$3K
WT
486
Washington Trust
Rhode Island
$3K +$2.52K +40 New
CPA
487
Clear Perspective Advisors
Illinois
$2K +$1.89K +30 New
AFNAS
488
American Financial Network Advisory Services
California
$1.13K +$1.13K +18 +7%
PFBT
489
Parkside Financial Bank & Trust
Missouri
$1K -$9.19K -146 -87%
AAP
490
Arax Advisory Partners
Colorado
$1K
GWS
491
Glassman Wealth Services
Virginia
$1K
NA
492
NewEdge Advisors
Louisiana
$739 +$731K +11,618 New
BNP Paribas Financial Markets
493
BNP Paribas Financial Markets
France
$253
ZB
494
Zions Bancorporation
Utah
-$43.1M -701,434 Closed
N
495
Natixis
France
-$6.15M -100,000 Closed
Jane Street
496
Jane Street
New York
-$2.78M -45,212 Closed
NFG
497
Next Financial Group
Texas
-$1.98M -32,264 Closed
GT
498
Glenmede Trust
Pennsylvania
-$1.48M -24,582 Closed
BCM
499
BTC Capital Management
Iowa
-$796K -12,946 Closed
CNBT
500
Canandaigua National Bank & Trust
New York
-$690K -11,218 Closed

IWP Hedge Fund Activity: Q2 2018 in Review

494 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2018, worth a combined $5.89B — up 4.3% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IWP positions and 26 closed out — a net gain of 8 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was TIAA FSB, adding an estimated $94.3M. The largest seller was American Century Companies, cutting an estimated $56.5M.

  • 494 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2018, up from 492 in Q1 2018.
  • Funds reported $5.89B of iShares Russell Mid-Cap Growth ETF stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 34 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2018 and 26 closed out, a net change of +8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2018 was TIAA FSB, an estimated $94.3M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2018 was American Century Companies, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2018.