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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
EI
551
Ellevest Inc
New York
$19K
BHWM
552
Bay Harbor Wealth Management
Maryland
$19K +$18.9K +272 New
RBC
553
Roble Belko & Company
Pennsylvania
$17K +$16.7K +240 New
GEA
554
Glen Eagle Advisors
New Jersey
$16.5K
HI
555
Hudock Inc
Pennsylvania
$15K
FDCDDQ
556
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.3K
AA
557
AlphaMark Advisors
Kentucky
$14K
HFM
558
Hartford Financial Management
Connecticut
$14K
RFA
559
Reilly Financial Advisors
California
$14K
SMG
560
Spectrum Management Group
Indiana
$14K
JPLA
561
Joseph P. Lucia & Associates
New York
$13K -$1.81M -26,026 -99%
DAM
562
Delta Asset Management
Tennessee
$13K
Rockefeller Capital Management
563
Rockefeller Capital Management
New York
$13K
TCM
564
Tradewinds Capital Management
Washington
$13K
RP
565
Rice Partnership
Hawaii
$13K +$13.1K +188 New
NSB
566
Norway Savings Bank
Maine
$12K
TWA
567
TCI Wealth Advisors
Arizona
$12K
PVH
568
Psagot Value Holdings
Israel
$11K +$10.8K +156 New
TCM
569
TD Capital Management
Tennessee
$10K +$9.32K +134 New
ADL
570
Asset Dedication LLC
California
$8K
CA
571
Crewe Advisors
Utah
$8K
SBL
572
Sargent Bickham Lagudis
Colorado
$8K
SIS
573
Sound Income Strategies
Florida
$7K
TRCT
574
Tower Research Capital (TRC)
New York
$7K +$5.15K +74 +264%
MWM
575
Mascoma Wealth Management
New Hampshire
$6K

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.