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iShares Russell Mid-Cap Growth ETF

494 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

4% more capital invested

Capital invested by funds: $5.64B → $5.89B (+$245M)

0.68% more ownership

Funds ownership: 131.58%132.26% (+0.68%)

0% more funds holding

Funds holding: 492494 (+2)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.86M

Holders
494
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.31%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
34
Increased
140
Reduced
160
Closed
26
Calls
$4.84M
Puts
$5.86M
Net Calls
-$1.01M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
51
Whitegate Investment Counselors
New Hampshire
$15.4M +$7.64M +121,298 +99%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$15.3M +$1.45M +22,990 +11%
AP
53
Advisors Preferred
Maryland
$15.2M +$4.71M +74,878 +45%
BC
54
Brinker Capital
Pennsylvania
$14.9M +$84.7K +1,346 +0.6%
Comerica Bank
55
Comerica Bank
Texas
$14.5M -$622K -9,876 -4%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$14.1M +$764K +12,136 +6%
BPB
57
Badgley, Phelps & Bell
Washington
$14M +$280K +4,444 +2%
BCIM
58
Bishop & Co Investment Management
Pennsylvania
$13.6M -$83.6K -1,328 -0.6%
OCM
59
One Capital Management
California
$13.6M +$538K +8,540 +4%
AI
60
Accredited Investors
Minnesota
$13.5M -$363K -5,762 -3%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$13.4M -$6.47M -102,776 -33%
CMO
62
Covenant Multifamily Offices
Texas
$13.4M +$3.5M +55,600 +36%
Stifel Financial
63
Stifel Financial
Missouri
$13.3M +$690K +10,954 +5%
UCFA
64
United Capital Financial Advisors
Texas
$13.2M +$845K +13,420 +7%
AG
65
Advisor Group
Arizona
$13M +$1M +15,948 +8%
SCM
66
Sterling Capital Management
North Carolina
$12.8M -$86.2K -1,370 -0.7%
JFG
67
JMG Financial Group
Illinois
$11.9M -$137K -2,180 -1%
CA
68
Cetera Advisors
Colorado
$11.7M +$1.51M +23,956 +15%
LFWA
69
LBJ Family Wealth Advisors
Texas
$11.7M
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$11.5M +$1.05M +16,656 +10%
MA
71
MUFG Americas
New York
$11.5M -$1.52M -24,122 -12%
GG
72
GenWealth Group
New Jersey
$11.3M +$308K +4,890 +3%
I2I
73
Insight 2811 Inc
Illinois
$11.1M +$23.2K +368 +0.2%
MML Investors Services
74
MML Investors Services
Massachusetts
$10.8M -$7.11M -112,896 -40%
GWA
75
Guidant Wealth Advisors
Illinois
$10.7M -$30.2K -480 -0.3%

IWP Hedge Fund Activity: Q2 2018 in Review

494 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2018, worth a combined $5.89B — up 4.3% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IWP positions and 26 closed out — a net gain of 8 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was TIAA FSB, adding an estimated $94.3M. The largest seller was American Century Companies, cutting an estimated $56.5M.

  • 494 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2018, up from 492 in Q1 2018.
  • Funds reported $5.89B of iShares Russell Mid-Cap Growth ETF stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 34 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2018 and 26 closed out, a net change of +8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2018 was TIAA FSB, an estimated $94.3M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2018 was American Century Companies, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2018.