We are live on ! Find out more
IWP icon

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
GWA
76
Guidant Wealth Advisors
Illinois
$9.82M -$16.7K -268 -0.2%
CMO
77
Covenant Multifamily Offices
Texas
$9.57M -$765K -12,254 -7%
FMT
78
First Mercantile Trust
Tennessee
$8.18M +$980K +15,700 +13%
Northern Trust
79
Northern Trust
Illinois
$8.03M -$381K -6,098 -4%
WB
80
WesBanco Bank
West Virginia
$7.95M -$23.7K -380 -0.3%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$7.79M -$279K -4,462 -3%
PAG
82
Private Advisor Group
New Jersey
$7.56M +$1.78M +28,528 +30%
WIC
83
Whitegate Investment Counselors
New Hampshire
$7.52M -$93.9K -1,504 -1%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$6.97M +$1.27M +20,416 +22%
CRC
85
Curi RMB Capital
Illinois
$6.86M +$1.49M +23,850 +27%
KCM
86
Karp Capital Management
California
$6.54M -$155K -2,478 -2%
CAM
87
Congress Asset Management
Massachusetts
$6.49M -$10.4M -166,096 -61%
HighTower Advisors
88
HighTower Advisors
Illinois
$6.44M -$1.02M -16,346 -13%
BCM
89
Barometer Capital Management
Ontario, Canada
$6.27M +$6.37M +102,000 New
CL
90
Choreo LLC
Illinois
$6.16M -$2.01M -32,130 -24%
N
91
Natixis
France
$6.15M
FC
92
Forte Capital
New York
$5.96M -$234K -3,750 -4%
MBT
93
Monroe Bank & Trust
Michigan
$5.8M -$434K -6,958 -7%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.8M +$332K +5,318 +6%
Citigroup
95
Citigroup
New York
$5.71M -$671K -10,752 -10%
GW
96
GW & Wade
Massachusetts
$5.64M +$589K +9,428 +11%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$5.59M -$1.71M -27,420 -23%
HS
98
Huntington Steele
Pennsylvania
$5.53M -$136K -2,182 -2%
OAM
99
Occidental Asset Management
California
$5.52M -$7.74K -124 -0.1%
FFG
100
Ford Financial Group
California
$5.28M +$84.9K +1,360 +2%

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.