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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
WF
601
Welch & Forbes
Massachusetts
-$204K -3,004 Closed
OFW
602
Omnia Family Wealth
Florida
-$185K -2,730 Closed
WTB
603
Washington Trust Bank
Washington
-$136K -2,004 Closed
CAM
604
Cresset Asset Management
Illinois
-$85K -1,260 Closed
HCA
605
Horan Capital Advisors
Ohio
-$73K -1,080 Closed
FC
606
Ferris Capital
Massachusetts
-$71K -1,046 Closed
FMTCOCP
607
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$64K -950 Closed
IC
608
Inscription Capital
Texas
-$55K -808 Closed
FNC
609
First National Corp
Massachusetts
-$45K -670 Closed
BMM
610
Buffington Mohr McNeal
Idaho
-$33K -484 Closed
WA
611
WP Advisors
California
-$307 -452 Closed
BWM
612
BerganKDV Wealth Management
Minnesota
-$26K -390 Closed
WCM
613
WealthBridge Capital Management
Ohio
-$25K -360 Closed
AIA
614
Alera Investment Advisors
Illinois
-$21K -308 Closed
PCIA
615
Prime Capital Investment Advisors
Kansas
-$19K -286 Closed
OWD
616
Osborn Williams & Donohoe
Ohio
-$20K -282 Closed
AF
617
Allworth Financial
California
-$12K -170 Closed
SWP
618
Strategic Wealth Partners
Ohio
-$11K -166 Closed
AWM
619
Aevitas Wealth Management
Massachusetts
-$6K -98 Closed
BWM
620
Baystate Wealth Management
Massachusetts
-$5K -70 Closed
IP
621
Intellectus Partners
California
-$4K -58 Closed
LWM
622
Liberty Wealth Management
California
-$2K -34 Closed
RCM
623
Requisite Capital Management
Texas
-$1K -14 Closed
ST
624
Sageworth Trust
Pennsylvania
-$1K -10 Closed
NWA
625
New World Advisors
Massachusetts
-$1K -8 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.