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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
HPC
76
HM Payson & Co
Maine
$10.6M -$186K -2,672 -2%
Northern Trust
77
Northern Trust
Illinois
$10.2M +$537K +7,720 +6%
PCP
78
Proficio Capital Partners
Massachusetts
$10M +$3.31M +47,590 +51%
SFSG
79
Stearns Financial Services Group
North Carolina
$9.85M -$451K -6,486 -4%
CAM
80
Congress Asset Management
Massachusetts
$9.59M +$5.14M +73,934 +122%
MA
81
MUFG Americas
New York
$9.48M -$759K -10,920 -8%
TI
82
Truepoint Inc
Ohio
$8.39M -$354K -5,094 -4%
WIC
83
Whitegate Investment Counselors
New Hampshire
$8.3M -$61.5K -884 -0.8%
CRC
84
Curi RMB Capital
Illinois
$8.27M -$86.9K -1,250 -1%
KCM
85
Karp Capital Management
California
$8.06M +$321K +4,612 +4%
AssetMark Inc
86
AssetMark Inc
California
$8.01M -$16.4M -235,648 -68%
HighTower Advisors
87
HighTower Advisors
Illinois
$7.92M +$505K +7,254 +7%
FMT
88
First Mercantile Trust
Tennessee
$7.9M -$43.8K -630 -0.6%
BC
89
Bartlett & Co
Ohio
$7.67M +$32.5K +468 +0.4%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$7.67M +$32.5K +468 +0.4%
TA
91
TCG Advisors
Texas
$7.66M +$11.4K +164 +0.2%
CWM
92
Connecticut Wealth Management
Connecticut
$7.38M +$7.2M +103,486 New
WB
93
WesBanco Bank
West Virginia
$7.33M -$110K -1,586 -2%
RCM
94
RNC Capital Management
California
$6.92M +$5.81M +83,490 +615%
Axa
95
Axa
France
$6.87M
HH
96
Hilltop Holdings
Texas
$6.81M +$1.75M +25,192 +36%
PFPT
97
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.73M +$711K +10,218 +12%
KFP
98
KMG Fiduciary Partners
Ohio
$6.62M +$137K +1,968 +2%
Mariner
99
Mariner
Kansas
$6.59M +$1.48M +21,338 +30%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$6.28M +$979K +14,080 +19%

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.