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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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$8.72M +$1.22M +20,700 +17%
Stifel Financial
77
Stifel Financial
Missouri
$8.57M -$286K -4,862 -3%
Northern Trust
78
Northern Trust
Illinois
$8.24M +$394K +6,706 +5%
CL
79
Choreo LLC
Illinois
$7.98M -$244K -4,156 -3%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$7.91M +$1.02M +17,360 +15%
WB
81
WesBanco Bank
West Virginia
$7.82M -$1.68M -28,610 -18%
WIC
82
Whitegate Investment Counselors
New Hampshire
$7.47M -$71.8K -1,222 -1%
HighTower Advisors
83
HighTower Advisors
Illinois
$7.3M -$677K -11,522 -9%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$7.13M +$2.85M +48,464 +69%
FMT
85
First Mercantile Trust
Tennessee
$7.08M -$461K -7,844 -6%
GG
86
GenWealth Group
New Jersey
$6.68M +$207K +3,524 +4%
KCM
87
Karp Capital Management
California
$6.57M +$196K +3,332 +3%
Citigroup
88
Citigroup
New York
$6.25M +$229K +3,900 +4%
MBT
89
Monroe Bank & Trust
Michigan
$6.11M +$54.4K +926 +0.9%
Westfield Capital Management
90
Westfield Capital Management
Massachusetts
$6.07M +$5.92M +100,700 New
FC
91
Forte Capital
New York
$6.07M +$34.2K +582 +0.6%
N
92
Natixis
France
$6.03M +$5.88M +100,000 New
PAG
93
Private Advisor Group
New Jersey
$5.88M -$6.42M -109,254 -54%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$5.61M +$377K +6,420 +7%
HS
95
Huntington Steele
Pennsylvania
$5.56M -$39.3K -668 -0.7%
OAM
96
Occidental Asset Management
California
$5.43M +$40.4K +688 +0.8%
SWPG
97
Strategic Wealth Partners Group
Illinois
$5.41M -$163K -2,768 -3%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.37M +$877K +14,918 +20%
GIA
99
GHP Investment Advisors
Colorado
$5.34M -$61.8K -1,052 -1%
CRC
100
Curi RMB Capital
Illinois
$5.29M +$5.16M +87,728 New

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.