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iShares Russell Mid-Cap Growth ETF

494 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

4% more capital invested

Capital invested by funds: $5.64B → $5.89B (+$245M)

0.68% more ownership

Funds ownership: 131.58%132.26% (+0.68%)

0% more funds holding

Funds holding: 492494 (+2)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.86M

Holders
494
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.31%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
34
Increased
140
Reduced
160
Closed
26
Calls
$4.84M
Puts
$5.86M
Net Calls
-$1.01M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
101
Axa
France
$5.21M
HPC
102
HM Payson & Co
Maine
$5.12M -$248K -3,940 -5%
CAN
103
Cetera Advisor Networks
California
$4.96M +$75.4K +1,198 +2%
SAM
104
Sequent Asset Management
Texas
$4.94M
PFPT
105
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.83M +$141K +2,236 +3%
TI
106
Truepoint Inc
Ohio
$4.82M +$4.18M +66,476 +699%
SIA
107
Starfire Investment Advisers
Michigan
$4.73M +$24.5K +390 +0.5%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$4.59M +$642K +10,204 +16%
BC
109
Bartlett & Co
Ohio
$4.59M +$642K +10,204 +16%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$4.55M -$1.2M -19,102 -21%
WC
111
Whitnell & Co
Illinois
$4.49M +$178K +2,820 +4%
CAM
112
Congress Asset Management
Massachusetts
$4.48M -$2.2M -34,926 -33%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$4.44M -$84.6K -1,344 -2%
TAM
114
Tocqueville Asset Management
New York
$4.37M +$62.9K +1,000 +1%
CBU
115
CIBC Bank USA
Illinois
$4.18M -$305K -4,838 -7%
AF
116
Advisornet Financial
Minnesota
$4.07M +$104K +1,656 +3%
SG Americas Securities
117
SG Americas Securities
New York
$3.94M +$2.39M +37,954 +157%
PFM
118
Parsec Financial Management
North Carolina
$3.87M -$65.2K -1,036 -2%
BAM
119
Barrett Asset Management
New York
$3.86M -$25.2K -400 -0.7%
Mariner
120
Mariner
Kansas
$3.8M +$958K +15,212 +34%
IA
121
IFP Advisors
Florida
$3.47M +$262K +4,170 +8%
CG
122
Corundum Group
Colorado
$3.43M -$207K -3,282 -6%
ONB
123
Old National Bancorp
Indiana
$3.41M -$1.62M -25,682 -32%
BCM
124
Brookstone Capital Management
Illinois
$3.41M +$706K +11,216 +26%
BCM
125
Barometer Capital Management
Ontario, Canada
$3.4M -$3.05M -48,400 -47%

IWP Hedge Fund Activity: Q2 2018 in Review

494 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2018, worth a combined $5.89B — up 4.3% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IWP positions and 26 closed out — a net gain of 8 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was TIAA FSB, adding an estimated $94.3M. The largest seller was American Century Companies, cutting an estimated $56.5M.

  • 494 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2018, up from 492 in Q1 2018.
  • Funds reported $5.89B of iShares Russell Mid-Cap Growth ETF stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 34 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2018 and 26 closed out, a net change of +8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2018 was TIAA FSB, an estimated $94.3M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2018 was American Century Companies, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2018.