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iShares Russell Mid-Cap Growth ETF

480 hedge funds and large institutions have $5.42B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 35

28% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $36.8M

13% more funds holding

Funds holding: 425480 (+55)

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

8% more capital invested

Capital invested by funds: $5.02B → $5.42B (+$405M)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

2.37% less ownership

Funds ownership: 130.23%127.86% (-2.4%)

Holders
480
Holders Change
+55
Holders Change %
+12.94%
% of All Funds
10.89%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.61%
New
92
Increased
135
Reduced
131
Closed
35
Calls
$47.1M
Puts
$36.8M
Net Calls
+$10.3M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Brinker Capital
Pennsylvania
$15.9M +$1.53M +26,070 +11%
AssetMark Inc
52
AssetMark Inc
California
$15.7M +$4.45M +75,720 +41%
Comerica Bank
53
Comerica Bank
Texas
$15.6M +$2.66M +45,324 +23%
BCIM
54
Bishop & Co Investment Management
Pennsylvania
$14.2M +$49.6K +844 +0.4%
SCM
55
Sterling Capital Management
North Carolina
$13.5M +$255K +4,344 +2%
AI
56
Accredited Investors
Minnesota
$13.4M -$536K -9,116 -4%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$13.2M -$1.34M -22,764 -9%
OCM
58
One Capital Management
California
$12.7M -$459K -7,804 -4%
BPB
59
Badgley, Phelps & Bell
Washington
$12.6M +$465K +7,904 +4%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$12.5M -$3.68M -62,594 -23%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$12.5M -$809K -13,772 -6%
SFSG
62
Stearns Financial Services Group
North Carolina
$12.1M -$20.6K -350 -0.2%
AG
63
Advisor Group
Arizona
$11.8M +$639K +10,866 +6%
MA
64
MUFG Americas
New York
$11.8M -$535K -9,102 -4%
JFG
65
JMG Financial Group
Illinois
$11.5M -$396K -6,744 -3%
TSS
66
Two Sigma Securities
New York
$11.3M -$2.67M -45,420 -20%
LFWA
67
LBJ Family Wealth Advisors
Texas
$11.1M +$19.4K +330 +0.2%
UCFA
68
United Capital Financial Advisors
Texas
$10.9M +$2.32M +39,522 +28%
I2I
69
Insight 2811 Inc
Illinois
$10.5M -$195K -3,314 -2%
GWA
70
Guidant Wealth Advisors
Illinois
$10.3M +$5.43M +92,450 +184%
CMO
71
Covenant Multifamily Offices
Texas
$10.1M -$473K -8,048 -5%
CA
72
Cetera Advisors
Colorado
$9.95M -$2.04M -34,710 -17%
AWM
73
AE Wealth Management
Kansas
$9.8M +$1.44M +24,524 +18%
SS
74
Simplicity Solutions
Minnesota
$9.6M +$9.35M +159,066 New
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$9.41M +$969K +16,486 +12%

IWP Hedge Fund Activity: Q4 2017 in Review

480 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2017, worth a combined $5.42B — up 8.1% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IWP positions and 35 closed out — a net gain of 57 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $89.2M.

  • 480 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2017, up from 425 in Q3 2017.
  • Funds reported $5.42B of iShares Russell Mid-Cap Growth ETF stock for Q4 2017, up 8.1% quarter-over-quarter.
  • 92 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2017 and 35 closed out, a net change of +57 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2017 was American Century Companies, an estimated $29.5M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2017 was Morgan Stanley, an estimated $89.2M sold.

Based on aggregated 13F filings for Q4 2017.