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iShares Russell Mid-Cap Growth ETF

574 hedge funds and large institutions have $6.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 154 increasing their positions, 184 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

19% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $8.8M

14% more capital invested

Capital invested by funds: $5.79B → $6.6B (+$809M)

9% more funds holding

Funds holding: 527574 (+47)

7.64% less ownership

Funds ownership: 137.45%129.81% (-7.6%)

16% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 184

Holders
574
Holders Change
+47
Holders Change %
+8.92%
% of All Funds
12.42%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.71%
New
92
Increased
154
Reduced
184
Closed
38
Calls
$10.5M
Puts
$8.8M
Net Calls
+$1.67M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
101
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.71M +$59.4K +926 +1%
SWPG
102
Strategic Wealth Partners Group
Illinois
$5.49M -$134K -2,090 -3%
BRWM
103
B. Riley Wealth Management
Tennessee
$5.3M +$115K +1,798 +2%
GIA
104
GHP Investment Advisors
Colorado
$5.29M -$81.5K -1,270 -2%
SAM
105
Sequent Asset Management
Texas
$5.29M
BlackRock
106
BlackRock
New York
$5.07M +$226K +3,526 +5%
BAM
107
Barrett Asset Management
New York
$5.06M +$960K +14,950 +25%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$5.02M -$7.38M -114,982 -61%
I2I
109
Insight 2811 Inc
Illinois
$5.02M -$6.46M -100,616 -58%
BCM
110
Brookstone Capital Management
Illinois
$4.95M +$459K +7,152 +11%
FFG
111
Ford Financial Group
California
$4.85M -$775K -12,068 -14%
Mariner
112
Mariner
Kansas
$4.83M -$312K -4,862 -6%
HH
113
Hilltop Holdings
Texas
$4.77M +$4.52M +70,388 New
WC
114
Whitnell & Co
Illinois
$4.62M -$31.5K -490 -0.7%
EVM
115
Eaton Vance Management
Massachusetts
$4.58M +$3.96M +61,642 +1,060%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$4.57M -$18K -280 -0.4%
FMBTD
117
First Midwest Bank Trust Division
Illinois
$4.54M -$695K -10,828 -14%
PA
118
Paracle Advisors
Washington
$4.51M
William Blair & Company
119
William Blair & Company
Illinois
$4.42M +$405K +6,306 +11%
TAM
120
Tocqueville Asset Management
New York
$4.22M -$221K -3,436 -5%
CAM
121
Congress Asset Management
Massachusetts
$4.11M -$84.1M -1,310,334 -96%
PFM
122
Parsec Financial Management
North Carolina
$3.95M +$12.2K +190 +0.3%
JCM
123
Julex Capital Management
Massachusetts
$3.92M +$871K +13,566 +31%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.9M +$867K +13,502 +31%
Two Sigma Advisers
125
Two Sigma Advisers
New York
$3.85M -$7.61M -118,600 -68%

IWP Hedge Fund Activity: Q1 2019 in Review

574 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2019, worth a combined $6.6B — up 14% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IWP positions and 38 closed out — a net gain of 54 holders — while 154 added to existing stakes and 184 trimmed.

The largest buyer was Wells Fargo, adding an estimated $202M. The largest seller was TIAA FSB, cutting an estimated $531M.

  • 574 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2019, up from 527 in Q4 2018.
  • Funds reported $6.6B of iShares Russell Mid-Cap Growth ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 92 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2019 and 38 closed out, a net change of +54 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2019 was Wells Fargo, an estimated $202M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2019 was TIAA FSB, an estimated $531M sold.

Based on aggregated 13F filings for Q1 2019.