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iShares Russell Mid-Cap Growth ETF

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

3.72% more ownership

Funds ownership: 127.86%131.58% (+3.7%)

3% more funds holding

Funds holding: 480492 (+12)

4% more capital invested

Capital invested by funds: $5.42B → $5.64B (+$220M)

11% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 166

41% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $27.3M

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.28%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$14.3M -$785K -12,568 -5%
AWM
52
AE Wealth Management
Kansas
$13.5M +$3.55M +56,834 +35%
AI
53
Accredited Investors
Minnesota
$13.5M -$220K -3,528 -2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$754K +12,078 +6%
BPB
55
Badgley, Phelps & Bell
Washington
$13.3M +$486K +7,782 +4%
BCIM
56
Bishop & Co Investment Management
Pennsylvania
$13.3M -$1.25M -20,086 -9%
SS
57
Simplicity Solutions
Minnesota
$13.1M +$3.32M +53,208 +33%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$12.9M -$546K -8,750 -4%
MA
59
MUFG Americas
New York
$12.7M +$638K +10,220 +5%
OCM
60
One Capital Management
California
$12.6M -$266K -4,260 -2%
SCM
61
Sterling Capital Management
North Carolina
$12.5M -$1.3M -20,862 -9%
SFSG
62
Stearns Financial Services Group
North Carolina
$12.3M -$83.9K -1,344 -0.7%
Stifel Financial
63
Stifel Financial
Missouri
$12.2M +$3.51M +56,200 +39%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$12.2M -$12.4M -198,052 -50%
UCFA
65
United Capital Financial Advisors
Texas
$12M +$995K +15,932 +9%
JFG
66
JMG Financial Group
Illinois
$11.7M -$72.1K -1,154 -0.6%
AG
67
Advisor Group
Arizona
$11.6M -$473K -7,568 -4%
LFWA
68
LBJ Family Wealth Advisors
Texas
$11.3M +$46.3K +742 +0.4%
SQA
69
Simon Quick Advisors
New Jersey
$10.9M +$7.61M +121,906 +222%
I2I
70
Insight 2811 Inc
Illinois
$10.8M +$63.3K +1,014 +0.6%
GG
71
GenWealth Group
New Jersey
$10.6M +$4.31M +69,082 +66%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$10.2M +$1.3M +20,872 +14%
CS
73
Credit Suisse
Switzerland
$10.1M +$8.6M +137,764 +507%
AP
74
Advisors Preferred
Maryland
$10.1M +$10.3M +164,930 New
CA
75
Cetera Advisors
Colorado
$9.87M -$283K -4,540 -3%

IWP Hedge Fund Activity: Q1 2018 in Review

492 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2018, worth a combined $5.64B — up 4.1% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWP positions and 34 closed out — a net gain of 14 holders — while 148 added to existing stakes and 166 trimmed.

The largest buyer was American Century Companies, adding an estimated $99.8M. The largest seller was Eastern Bank, cutting an estimated $26.2M.

  • 492 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2018, up from 480 in Q4 2017.
  • Funds reported $5.64B of iShares Russell Mid-Cap Growth ETF stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 48 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2018 and 34 closed out, a net change of +14 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2018 was American Century Companies, an estimated $99.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2018 was Eastern Bank, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2018.