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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
BF
51
BOK Financial
Oklahoma
$18.4M -$537K -7,728 -3%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$17.8M -$1.32M -19,050 -7%
MML Investors Services
53
MML Investors Services
Massachusetts
$17.4M +$58.7K +844 +0.3%
BPB
54
Badgley, Phelps & Bell
Washington
$17.4M +$132K +1,896 +0.8%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$16.4M +$381K +5,474 +2%
CMO
56
Covenant Multifamily Offices
Texas
$16.3M -$3.67M -52,802 -19%
Citigroup
57
Citigroup
New York
$15.8M +$753K +10,830 +5%
BCIM
58
Bishop & Co Investment Management
Pennsylvania
$15.6M -$380K -5,458 -2%
Comerica Bank
59
Comerica Bank
Texas
$15.4M +$48.8K +702 +0.3%
FMWA
60
Forvis Mazars Wealth Advisors
Missouri
$15.1M -$218K -3,130 -1%
OCM
61
One Capital Management
California
$15M -$80.5K -1,158 -0.5%
AI
62
Accredited Investors
Minnesota
$14.7M -$312K -4,490 -2%
IWS
63
Insight Wealth Strategies
California
$14.6M +$14.2M +204,892 New
Deutsche Bank
64
Deutsche Bank
Germany
$14.4M -$41.6M -597,790 -75%
IIC
65
Integrated Investment Consultants
Michigan
$14.3M +$381K +5,480 +3%
GG
66
GenWealth Group
New Jersey
$14.1M +$159K +2,286 +1%
AG
67
Advisor Group
Arizona
$13.9M -$159K -2,280 -1%
LFWA
68
LBJ Family Wealth Advisors
Texas
$13.6M +$52.9K +760 +0.4%
JFG
69
JMG Financial Group
Illinois
$12.8M -$6.96K -100 -0.1%
Stifel Financial
70
Stifel Financial
Missouri
$12.7M +$1.63M +23,454 +15%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$12.7M +$5.01K +72 +0%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$12.4M -$16M -230,518 -57%
SCM
73
Sterling Capital Management
North Carolina
$11.9M +$73.7K +1,060 +0.6%
EWA
74
EP Wealth Advisors
California
$11.5M -$64.8M -932,150 -85%
PAG
75
Private Advisor Group
New Jersey
$11.4M -$922K -13,254 -8%

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.