iShares Russell Mid-Cap Growth ETF
509 hedge funds and large institutions have $6.41B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 28 closing their positions.
93% more call options, than puts
Call options by funds: $759K | Put options by funds: $393K
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
9% more capital invested
Capital invested by funds: $5.89B → $6.41B (+$520M)
3% more funds holding
Funds holding: 494 → 509 (+15)
8% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 167
2.24% less ownership
Funds ownership: 132.26% → 130.02% (-2.2%)
19% less funds holding in top 10
Funds holding in top 10: 32 → 26 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$42.9M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$24.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.8M |
| 4 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$10.8M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$76.3M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$41.6M |
| 3 |
TA
Teachers Advisors
New York
|
-$34M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$33.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$24.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
526
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$103K | -1,624 | Closed |
|
|
WAM
527
Wolverine Asset Management
Chicago,
Illinois
| – | -$73K | -1,160 | Closed |
|
|
GFP
528
Gryphon Financial Partners
Columbus,
Ohio
| – | -$53K | -836 | Closed |
|
|
PRS
529
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$53K | -832 | Closed |
|
|
AA
530
Apriem Advisors
Irvine,
California
| – | -$30K | -478 | Closed |
|
|
B
531
Bridgeworth
Birmingham,
Alabama
| – | -$25K | -402 | Closed |
|
|
AWM
532
Avior Wealth Management
Omaha,
Nebraska
| – | -$3K | -54 | Closed |
|
533
Financial Engines Advisors
Santa Clara,
California
| – | -$3K | -44 | Closed |
|
|
ME
534
McIlrath & Eck
Arlington,
Washington
| – | -$3K | -42 | Closed |
|
|
WT
535
Washington Trust
Westerly,
Rhode Island
| – | -$3K | -40 | Closed |
|
|
CPA
536
Clear Perspective Advisors
Aurora,
Illinois
| – | -$2K | -30 | Closed |
|
IWP Hedge Fund Activity: Q3 2018 in Review
509 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2018, worth a combined $6.41B — up 8.8% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IWP positions and 28 closed out — a net gain of 17 holders — while 153 added to existing stakes and 167 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $42.9M. The largest seller was American Century Companies, exiting entirely with an estimated $76.3M sold.
- 509 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2018, up from 494 in Q2 2018.
- Funds reported $6.41B of iShares Russell Mid-Cap Growth ETF stock for Q3 2018, up 8.8% quarter-over-quarter.
- 45 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2018 and 28 closed out, a net change of +17 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2018 was Nuveen, an estimated $42.9M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2018 was American Century Companies, an estimated $76.3M sold.
Based on aggregated 13F filings for Q3 2018.