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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
BDF
576
Balasa Dinverno & Foltz
-$4.25M -103,176 Closed
CS
577
Credit Suisse
Switzerland
-$5.35M -94,144 Closed
FAM
578
Fred Alger Management
New York
-$3.41M -60,032 Closed
NAP
579
New Amsterdam Partners
New York
-$2.9M -50,990 Closed
TWM
580
Tolleson Wealth Management
Texas
-$2.81M -49,482 Closed
Citadel Advisors
581
Citadel Advisors
Florida
-$2.52M -44,318 Closed
DDPIC
582
Deroy & Devereaux Private Investment Counsel
Michigan
-$1.71M -30,000 Closed
PWP
583
Private Wealth Partners
California
-$1.59M -27,960 Closed
ORI
584
Oak Ridge Investments
Illinois
-$1.49M -26,152 Closed
DGI
585
Disciplined Growth Investors
Minnesota
-$1.19M -20,876 Closed
AFNAS
586
American Financial Network Advisory Services
California
-$945K -16,620 Closed
TFA
587
Transamerica Financial Advisors
Florida
-$922K -16,204 Closed
Macquarie Group
588
Macquarie Group
Australia
-$753K -13,252 Closed
Westfield Capital Management
589
Westfield Capital Management
Massachusetts
-$750K -13,190 Closed
CC
590
Claybrook Capital
Massachusetts
-$579K -10,176 Closed
WDL
591
Well Done LLC
Michigan
-$579K -10,176 Closed
AFM
592
Andesa Financial Management
Pennsylvania
-$496K -8,726 Closed
Wellington Management Group
593
Wellington Management Group
Massachusetts
-$461K -8,114 Closed
AWA
594
Arete Wealth Advisors
Illinois
-$404K -7,102 Closed
SCA
595
Snowden Capital Advisors
New York
-$383K -6,730 Closed
RWP
596
RWA Wealth Partners
Massachusetts
-$331K -5,830 Closed
BAM
597
Belpointe Asset Management
Nevada
-$325K -5,712 Closed
I
598
IberiaBank
Louisiana
-$207K -3,646 Closed
MOS
599
MGO One Seven
Ohio
-$206K -3,630 Closed
Federated Hermes
600
Federated Hermes
Pennsylvania
-$186K -3,268 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.