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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
GW
76
GW & Wade
Massachusetts
$2.77M -$61.4K -1,428 -2%
AT
77
Arden Trust
Delaware
$2.77M -$311K -7,232 -10%
WTIM
78
Wilmington Trust Investment Management
Delaware
$2.7M +$75K +1,744 +3%
Ameriprise
79
Ameriprise
Minnesota
$2.64M +$802K +18,654 +46%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$2.64M -$12.8M -298,834 -84%
CTC
81
Central Trust Company
Missouri
$2.59M +$89.5K +2,082 +4%
BTS
82
BB&T Securities
Virginia
$2.58M -$2.32K -54 -0.9%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$2.57M +$3.95K +92 +0.2%
HCMT
84
Highland Capital Management (Tennessee)
Tennessee
$2.56M -$68.8K -1,600 -3%
JWM
85
Jacobus Wealth Management
Wisconsin
$2.55M +$27.3K +636 +1%
AB
86
Atlas Brown
Kentucky
$2.29M +$225K +5,242 +11%
1IA
87
1834 Investment Advisors
Wisconsin
$2.11M
CL
88
Choreo LLC
Illinois
$1.89M -$16.8K -392 -0.9%
OC
89
Oppenheimer & Co
New York
$1.8M -$14.1K -328 -0.8%
CC
90
Courier Capital
New York
$1.79M +$946 +22 +0.1%
Deutsche Bank
91
Deutsche Bank
Germany
$1.78M -$2.94M -68,394 -63%
BJL
92
Brighton Jones LLC
Washington
$1.72M
OC
93
Oakworth Capital
Alabama
$1.69M +$196K +4,552 +14%
Stifel Financial
94
Stifel Financial
Missouri
$1.68M +$45.6K +1,060 +3%
NCMW
95
Northern Capital Management (Wisconsin)
Wisconsin
$1.66M -$45.6K -1,060 -3%
CM
96
Churchill Management
California
$1.65M +$102K +2,374 +7%
CIG
97
Consolidated Investment Group
Colorado
$1.62M
VFS
98
VSR Financial Services
Kansas
$1.5M -$741K -17,234 -34%
HighTower Advisors
99
HighTower Advisors
Illinois
$1.5M +$214K +4,968 +18%
PSI
100
Pinnacle Summer Investments
Virginia
$1.43M +$1.39M +32,250 New

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.