We are live on ! Find out more
IWP icon

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
BRWM
576
B. Riley Wealth Management
Tennessee
$5.81K +$229K +3,290 +4%
FGAM
577
Financial Gravity Asset Management
Texas
$5K -$278 -4 -5%
EWM
578
Elmwood Wealth Management
California
$5K
HS
579
Horan Securities
United States
$5K
LC
580
Lindbrook Capital
California
$3K -$1.95K -28 -36%
VNA
581
Valley National Advisers
Pennsylvania
$3K
GT
582
Glenmede Trust
Pennsylvania
$1.83K +$42.4K +610 +2%
BRC
583
Bell Rock Capital
Delaware
$1K -$3.06K -44 -71%
GWS
584
Glassman Wealth Services
Virginia
$1K
GI
585
Gradient Investments
Minnesota
$1K
LPWM
586
Lake Point Wealth Management
Texas
$1K
AIM
587
Advantage Investment Management
Iowa
$1K +$1.11K +16 New
AIP
588
Ameritas Investment Partners
Nebraska
$1K +$1.53K +22 New
FCH
589
Freestone Capital Holdings
Washington
$877
MWM
590
Meridian Wealth Management
Kentucky
$601 +$58.7K +844 New
BNP Paribas Financial Markets
591
BNP Paribas Financial Markets
France
$285
RWA
592
Redhawk Wealth Advisors
Minnesota
-$14.8M -218,082 Closed
Two Sigma Advisers
593
Two Sigma Advisers
New York
-$3.85M -56,800 Closed
RhumbLine Advisers
594
RhumbLine Advisers
Massachusetts
-$1.28M -18,944 Closed
WA
595
WESPAC Advisors
California
-$888K -13,084 Closed
MSAM
596
Moloney Securities Asset Management
Missouri
-$780K -11,492 Closed
PAS
597
Park Avenue Securities
New York
-$520K -7,566 Closed
VF
598
Virtu Financial
New York
-$306K -4,518 Closed
CS
599
Comerica Securities
Michigan
-$260K -3,832 Closed
Susquehanna International Group
600
Susquehanna International Group
Pennsylvania
-$218K -3,130 Closed

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.