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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
Jennison Associates
501
Jennison Associates
New York
-$1.15M -19,128 Closed
TCM
502
TimesSquare Capital Management
New York
-$603K -10,000 Closed
SI
503
SII Investments
Wisconsin
-$546K -9,012 Closed
DGI
504
Disciplined Growth Investors
Minnesota
-$435K -7,210 Closed
IH
505
IFC Holdings
Florida
-$374K -6,210 Closed
WI
506
WBI Investments
New Jersey
-$328K -5,444 Closed
ORI
507
Oak Ridge Investments
Illinois
-$319K -5,282 Closed
LI
508
LVZ Inc
Michigan
-$315K -5,230 Closed
VAM
509
Visionary Asset Management
Texas
-$220K -3,648 Closed
JFGLC
510
Johnson Financial Group LLC (Colorado)
Colorado
-$218K -3,610 Closed
IC
511
Intersect Capital
California
-$202K -3,356 Closed
LNWWM
512
Laird Norton Wetherby Wealth Management
California
-$117K -1,944 Closed
BL
513
Balentine LLC
Georgia
-$100K -1,650 Closed
KTC
514
Kistler-Tiffany Companies
Pennsylvania
-$97K -1,600 Closed
FAM
515
Fred Alger Management
New York
-$92K -1,526 Closed
EWM
516
Evercore Wealth Management
New York
-$72K -1,186 Closed
SIMG
517
Stephens Investment Management Group
Texas
-$65K -1,082 Closed
WA
518
Winfield Associates
Ohio
-$61K -1,000 Closed
PCIA
519
Prime Capital Investment Advisors
Kansas
-$37K -606 Closed
BAM
520
Brave Asset Management
New Jersey
-$11K -180 Closed
CA
521
Calton & Associates
Florida
-$9K -142 Closed
KFA
522
Kabarec Financial Advisors
Illinois
-$9K -142 Closed
ST
523
Sageworth Trust
Pennsylvania
-$4K -68 Closed
JAM
524
Jolley Asset Management
North Carolina
-$3K -48 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.