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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
FFG
101
Ford Financial Group
California
$5.27M +$4.97M +84,496 New
BWM
102
Brickley Wealth Management
California
$5.08M +$4.95M +84,270 New
GW
103
GW & Wade
Massachusetts
$4.97M +$292K +4,976 +6%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$4.86M +$4.09M +69,512 +625%
CAN
105
Cetera Advisor Networks
California
$4.85M -$14.7K -250 -0.3%
TI
106
Truepoint Inc
Ohio
$4.83M -$13.6K -232 -0.3%
SAM
107
Sequent Asset Management
Texas
$4.7M
HPC
108
HM Payson & Co
Maine
$4.69M -$3.58M -60,892 -44%
CBU
109
CIBC Bank USA
Illinois
$4.67M -$46.6K -792 -1%
CGA
110
Crescent Grove Advisors
Illinois
$4.66M +$468K +7,970 +12%
DJSG
111
D.J. St. Germain
Massachusetts
$4.62M -$386K -6,560 -8%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$4.51M -$52.1K -886 -1%
BlackRock
113
BlackRock
New York
$4.31M -$5.05K -86 -0.1%
PFPT
114
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.3M +$61.2K +1,042 +1%
ONB
115
Old National Bancorp
Indiana
$4.29M -$34.4K -586 -0.8%
TAM
116
Tocqueville Asset Management
New York
$4.17M -$38.8K -660 -0.9%
WC
117
Whitnell & Co
Illinois
$4.13M
AF
118
Advisornet Financial
Minnesota
$3.83M +$3.73M +63,490 New
BAM
119
Barrett Asset Management
New York
$3.75M -$41.1K -700 -1%
PFM
120
Parsec Financial Management
North Carolina
$3.74M +$26.9K +458 +0.7%
PCM
121
Price Capital Management
Louisiana
$3.52M +$3.43M +58,440 New
SQA
122
Simon Quick Advisors
New Jersey
$3.5M -$1.12M -19,050 -26%
CG
123
Corundum Group
Colorado
$3.48M -$191K -3,250 -5%
V
124
Veritable
Delaware
$3.46M
BAM
125
Belpointe Asset Management
Nevada
$3.37M +$52.2K +888 +2%

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.