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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
SIAP
501
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$70K
BWL
502
Bogart Wealth LLC
Virginia
$69K -$10.8K -156 -14%
JFA
503
JNBA Financial Advisors
Minnesota
$66K
FA
504
Fortis Advisors
Pennsylvania
$64K +$139 +2 +0.2%
CFB
505
Cullen/Frost Bankers
Texas
$64K +$19.6K +282 +45%
JCM
506
Jacobi Capital Management
Pennsylvania
$62K +$139 +2 +0.2%
SNT
507
Security National Trust
West Virginia
$60K
PC
508
Permanens Capital
New York
$60K +$13.9K +200 +31%
RCG
509
Ruggie Capital Group
Florida
$59K +$57.6K +828 New
HR
510
Howe & Rusling
New York
$58K -$139 -2 -0.2%
JGIA
511
Jackson Grant Investment Advisers
Connecticut
$58K +$139 +2 +0.2%
SIC
512
Salem Investment Counselors
North Carolina
$58K +$57K +820 New
RIA
513
Realta Investment Advisors
Delaware
$54K +$41.5K +596 +397%
PB
514
Pinnacle Bancorp
Nebraska
$52K
NCM
515
Next Capital Management
New York
$51K +$23K +330 +85%
LA
516
Legacy Advisors
Pennsylvania
$50K -$556 -8 -1%
FANJ
517
Financial Architects (New Jersey)
New Jersey
$50K
PCTC
518
Perkins Coie Trust Company
Washington
$49K
SFC
519
SYM Financial Corp
Indiana
$48K
WB
520
Webster Bank
Connecticut
$48K
CB
521
Community Bank
New York
$46K
HDIM
522
Hanson & Doremus Investment Management
Vermont
$45K
AOWM
523
Alpha Omega Wealth Management
Virginia
$43K
RFM
524
Royal Fund Management
Florida
$42K
ESB
525
Essex Savings Bank
Connecticut
$42K +$20.9K +300 +100%

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.