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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
GIA
101
GHP Investment Advisors
Colorado
$5.21M -$230K -3,684 -4%
HPC
102
HM Payson & Co
Maine
$5.21M +$438K +7,016 +9%
CGA
103
Crescent Grove Advisors
Illinois
$5.12M +$379K +6,068 +8%
Axa
104
Axa
France
$5.06M +$4.33M +69,400 +538%
Two Sigma Investments
105
Two Sigma Investments
New York
$4.92M +$5M +80,064 New
ONB
106
Old National Bancorp
Indiana
$4.89M +$530K +8,494 +12%
CAN
107
Cetera Advisor Networks
California
$4.73M -$216K -3,454 -4%
BWM
108
Brickley Wealth Management
California
$4.72M -$471K -7,550 -9%
SIA
109
Starfire Investment Advisers
Michigan
$4.56M +$4.64M +74,252 New
PFPT
110
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.55M +$176K +2,816 +4%
BlackRock
111
BlackRock
New York
$4.44M +$47.1K +754 +1%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$4.39M -$206K -3,300 -4%
CBU
113
CIBC Bank USA
Illinois
$4.35M -$416K -6,666 -9%
WC
114
Whitnell & Co
Illinois
$4.18M -$30.6K -490 -0.7%
TAM
115
Tocqueville Asset Management
New York
$4.18M -$68.1K -1,090 -2%
SAM
116
Sequent Asset Management
Texas
$4.04M
V
117
Veritable
Delaware
$4.04M +$520K +8,324 +15%
AF
118
Advisornet Financial
Minnesota
$3.85M -$55.7K -892 -1%
BCWM
119
Bartlett & Co Wealth Management
Ohio
$3.83M +$3.89M +62,304 New
BC
120
Bartlett & Co
Ohio
$3.83M +$882K +14,132 +29%
PFM
121
Parsec Financial Management
North Carolina
$3.82M +$9.87K +158 +0.3%
BAM
122
Barrett Asset Management
New York
$3.77M -$53.7K -860 -1%
CG
123
Corundum Group
Colorado
$3.52M -$22.9K -366 -0.6%
SCA
124
Stonebridge Capital Advisors
Minnesota
$3.15M +$214K +3,430 +7%
1IA
125
1834 Investment Advisors
Wisconsin
$3.09M

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.