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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
WP
526
WealthShield Partners
North Carolina
$41K
FWM
527
Focused Wealth Management
New York
$40K -$33.5K -482 -46%
SIM
528
Sonora Investment Management
Arizona
$40K
SWA
529
Sutton Wealth Advisors
Florida
$39.1K
BFC
530
Bedel Financial Consulting
Indiana
$39K +$8.07K +116 +27%
CFG
531
Citizens Financial Group
Rhode Island
$37K -$14.9K -214 -29%
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$35K
POIA
533
Pin Oak Investment Advisors
Texas
$35K
CCM
534
Covington Capital Management
California
$35K +$34.4K +494 New
TM
535
Titan Managers
Arizona
$31K +$30.3K +436 New
AWMS
536
Advocacy Wealth Management Services
Georgia
$30K +$29.6K +426 New
ANBT
537
American National Bank & Trust
Texas
$29K
IFAM
538
Institutional & Family Asset Management
Colorado
$29K
QAM
539
QCI Asset Management
New York
$29K
LF
540
Lee Financial
Texas
$29K +$28K +402 New
EWM
541
Executive Wealth Management
Michigan
$28K
EIP
542
Ellis Investment Partners
Pennsylvania
$27K +$26.7K +384 New
BAMG
543
Brand Asset Management Group
Missouri
$26K
TCOV
544
Trust Company of Vermont
Vermont
$26K
MF
545
Manchester Financial
California
$22K +$21.1K +304 New
DWM
546
Doyle Wealth Management
Florida
$22K +$21.7K +312 New
BCI
547
Brinker Capital Investments
Pennsylvania
$21K
PFBT
548
Parkside Financial Bank & Trust
Missouri
$21K +$10.3K +148 +97%
UB
549
UMB Bank
Missouri
$20.4K -$1.59M -22,924 -7%
ARMC
550
American Research & Management Company
Massachusetts
$20K

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.