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iShares Russell Mid-Cap Growth ETF

574 hedge funds and large institutions have $6.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 154 increasing their positions, 184 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

19% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $8.8M

14% more capital invested

Capital invested by funds: $5.79B → $6.6B (+$809M)

9% more funds holding

Funds holding: 527574 (+47)

7.64% less ownership

Funds ownership: 137.45%129.81% (-7.6%)

16% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 184

Holders
574
Holders Change
+47
Holders Change %
+8.92%
% of All Funds
12.42%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.71%
New
92
Increased
154
Reduced
184
Closed
38
Calls
$10.5M
Puts
$8.8M
Net Calls
+$1.67M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
526
Brinker Capital Investments
Pennsylvania
$20K
ESB
527
Essex Savings Bank
Connecticut
$20K
OWD
528
Osborn Williams & Donohoe
Ohio
$20K +$18.1K +282 New
ARMC
529
American Research & Management Company
Massachusetts
$19K
PCIA
530
Prime Capital Investment Advisors
Kansas
$19K +$18.4K +286 New
EI
531
Ellevest Inc
New York
$18K
GEA
532
Glen Eagle Advisors
New Jersey
$15.7K
AA
533
AlphaMark Advisors
Kentucky
$14K
HFM
534
Hartford Financial Management
Connecticut
$14K
HI
535
Hudock Inc
Pennsylvania
$14K
SMG
536
Spectrum Management Group
Indiana
$14K
RFA
537
Reilly Financial Advisors
California
$14K +$6.42K +100 +100%
FDCDDQ
538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K
Rockefeller Capital Management
539
Rockefeller Capital Management
New York
$13K +$11.9K +186 New
DAM
540
Delta Asset Management
Tennessee
$12K
NSB
541
Norway Savings Bank
Maine
$12K
TWA
542
TCI Wealth Advisors
Arizona
$12K
TCM
543
Tradewinds Capital Management
Washington
$12K
AF
544
Allworth Financial
California
$12K +$10.9K +170 New
SWP
545
Strategic Wealth Partners
Ohio
$11K
PFBT
546
Parkside Financial Bank & Trust
Missouri
$10K +$3.47K +54 +55%
RIA
547
Realta Investment Advisors
Delaware
$10K +$9.63K +150 New
CA
548
Crewe Advisors
Utah
$7K
SBL
549
Sargent Bickham Lagudis
Colorado
$7K
SIS
550
Sound Income Strategies
Florida
$7K +$6.42K +100 New

IWP Hedge Fund Activity: Q1 2019 in Review

574 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2019, worth a combined $6.6B — up 14% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IWP positions and 38 closed out — a net gain of 54 holders — while 154 added to existing stakes and 184 trimmed.

The largest buyer was Wells Fargo, adding an estimated $202M. The largest seller was TIAA FSB, cutting an estimated $531M.

  • 574 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2019, up from 527 in Q4 2018.
  • Funds reported $6.6B of iShares Russell Mid-Cap Growth ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 92 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2019 and 38 closed out, a net change of +54 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2019 was Wells Fargo, an estimated $202M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2019 was TIAA FSB, an estimated $531M sold.

Based on aggregated 13F filings for Q1 2019.