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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
CAN
101
Cetera Advisor Networks
California
$6.24M -$2.64M -37,994 -30%
HH
102
HWG Holdings
Texas
$6.14M +$5.99M +86,064 New
FC
103
Forte Capital
New York
$6.11M -$341K -4,908 -5%
CGA
104
Crescent Grove Advisors
Illinois
$6.04M -$751K -10,794 -11%
MBT
105
Monroe Bank & Trust
Michigan
$5.86M -$158K -2,272 -3%
SWPG
106
Strategic Wealth Partners Group
Illinois
$5.79M +$16.6K +238 +0.3%
BAM
107
Barrett Asset Management
New York
$5.57M +$249K +3,580 +5%
I2I
108
Insight 2811 Inc
Illinois
$5.55M +$166K +2,384 +3%
SAM
109
Sequent Asset Management
Texas
$5.51M -$41.7K -600 -0.8%
BCM
110
Brookstone Capital Management
Illinois
$5.5M +$292K +4,204 +6%
GIA
111
GHP Investment Advisors
Colorado
$5.47M -$84K -1,208 -2%
BBA
112
Braun-Bostich & Associates
Pennsylvania
$5.46M +$1.64M +23,514 +44%
UCFA
113
United Capital Financial Advisors
Texas
$5.38M -$7.45M -107,058 -59%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$5.38M +$1.98M +28,538 +61%
FMBTD
115
First Midwest Bank Trust Division
Illinois
$5.25M +$469K +6,744 +10%
BlackRock
116
BlackRock
New York
$5.18M -$150K -2,162 -3%
FFG
117
Ford Financial Group
California
$5.12M +$27.4K +394 +0.6%
EVM
118
Eaton Vance Management
Massachusetts
$4.83M +$23.1K +332 +0.5%
WC
119
Whitnell & Co
Illinois
$4.83M -$24.6K -354 -0.5%
AP
120
Advisors Preferred
Maryland
$4.81M +$14.3M +204,922 +44%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$4.75M -$52.2K -750 -1%
PA
122
Paracle Advisors
Washington
$4.72M -$20.9K -300 -0.5%
William Blair & Company
123
William Blair & Company
Illinois
$4.48M -$160K -2,302 -4%
TAM
124
Tocqueville Asset Management
New York
$4.4M -$29.2K -420 -0.7%
SPIA
125
Steward Partners Investment Advisory
New York
$4.26M +$1.75M +25,146 +73%

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.