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iShares Russell Mid-Cap Growth ETF

274 hedge funds and large institutions have $2.83B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $269K

0.47% more ownership

Funds ownership: 115.73%116.2% (+0.47%)

0% more capital invested

Capital invested by funds: $2.82B → $2.83B (+$10.6M)

4% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 92

4% less funds holding

Funds holding: 284274 (-10)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.88%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
17
Increased
88
Reduced
92
Closed
25
Calls
$2.2M
Puts
$269K
Net Calls
+$1.93M
Net Calls Change
-$392K
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
51
Disciplined Growth Investors
Minnesota
$7.18M -$11.9M -276,950 -63%
AP
52
Advisors Preferred
Maryland
$7.03M +$4.86M +112,968 +256%
AIG
53
American International Group
New York
$6.75M -$906K -21,074 -12%
Truist Financial
54
Truist Financial
North Carolina
$6.12M +$268K +6,246 +5%
FMT
55
First Mercantile Trust
Tennessee
$6.05M -$372K -8,666 -6%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$5.84M -$1.43M -33,322 -20%
MAA
57
Managed Account Advisors
New Jersey
$5.71M +$1.42M +33,110 +35%
Northern Trust
58
Northern Trust
Illinois
$5.04M +$1.42M +33,082 +42%
M&T Bank
59
M&T Bank
New York
$5.01M +$2.85M +66,378 +146%
MBT
60
Monroe Bank & Trust
Michigan
$4.91M -$28.8K -670 -0.6%
CA
61
Cetera Advisors
Colorado
$4.75M +$164K +3,826 +4%
PI
62
Placemark Investments
Illinois
$4.72M +$109K +2,530 +2%
BIM
63
BlackRock Investment Management
Delaware
$4.44M +$1.55M +35,990 +57%
Citigroup
64
Citigroup
New York
$4.11M +$284K +6,598 +8%
HS
65
Huntington Steele
Pennsylvania
$3.82M -$13.2K -306 -0.4%
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$3.81M -$439K -10,210 -11%
V
67
Veritable
Delaware
$3.81M
SAM
68
Sequent Asset Management
Texas
$3.49M
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$3.43M -$8.42K -196 -0.3%
FBNAT
70
FirstMerit Bank N.A. Trustee
Ohio
$3.32M -$130K -3,022 -4%
MMLI
71
Massachusetts Mutual Life Insurance
Massachusetts
$3.23M +$65.5K +1,524 +2%
SCG
72
Strategic Capital Group
Washington
$3.16M +$89.9K +2,092 +3%
B
73
Baird
Wisconsin
$3.13M -$552K -12,836 -15%
BAM
74
Barrett Asset Management
New York
$2.9M -$34.4K -800 -1%
WB
75
WesBanco Bank
West Virginia
$2.88M +$608K +14,148 +28%

IWP Hedge Fund Activity: Q2 2014 in Review

274 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2014, worth a combined $2.83B — up 0.38% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IWP and 17 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 88 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $17.5M. The largest seller was Horizon Investments, exiting entirely with an estimated $35.6M sold.

  • 274 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2014, down from 284 in Q1 2014.
  • Funds reported $2.83B of iShares Russell Mid-Cap Growth ETF stock for Q2 2014, up 0.38% quarter-over-quarter.
  • 17 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2014 and 25 closed out, a net change of -8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2014 was CIBC Private Wealth Group, an estimated $17.5M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2014 was Horizon Investments, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2014.