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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
ADL
551
Asset Dedication LLC
California
$7K +$7.06K +110 New
AWM
552
Aevitas Wealth Management
Massachusetts
$6K
BWM
553
Baystate Wealth Management
Massachusetts
$5K
EWM
554
Elmwood Wealth Management
California
$5K
LC
555
Lindbrook Capital
California
$5K
MWM
556
Mascoma Wealth Management
New Hampshire
$5K
HS
557
Horan Securities
United States
$5K +$4.37K +68 New
FGAM
558
Financial Gravity Asset Management
Texas
$5K +$4.88K +76 New
BRC
559
Bell Rock Capital
Delaware
$4K -$23.1K -360 -85%
IP
560
Intellectus Partners
California
$4K +$3.72K +58 New
CWM
561
Catamount Wealth Management
Connecticut
$3K
VNA
562
Valley National Advisers
Pennsylvania
$3K
TRCT
563
Tower Research Capital (TRC)
New York
$2K -$12.8K -200 -88%
LWM
564
Liberty Wealth Management
California
$2K
GT
565
Glenmede Trust
Pennsylvania
$1.71K -$16.6K -258 -1%
LPWM
566
Lake Point Wealth Management
Texas
$1K -$52K -810 -98%
GWS
567
Glassman Wealth Services
Virginia
$1K
GI
568
Gradient Investments
Minnesota
$1K
NWA
569
New World Advisors
Massachusetts
$1K +$514 +8 New
ST
570
Sageworth Trust
Pennsylvania
$1K +$642 +10 New
RCM
571
Requisite Capital Management
Texas
$1K +$899 +14 New
WA
572
WP Advisors
California
$307 +$29K +452 New
BNP Paribas Financial Markets
573
BNP Paribas Financial Markets
France
$271
JPLA
574
Joseph P. Lucia & Associates
New York
$94 +$1.68M +26,214 New
CP
575
Covenant Partners
Tennessee
-$7.97M -140,210 Closed

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.