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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
IA
126
IFP Advisors
Florida
$3.05M
William Blair & Company
127
William Blair & Company
Illinois
$3.04M -$158K -2,528 -5%
PA
128
Paracle Advisors
Washington
$2.95M -$65.6K -1,050 -2%
HNB
129
Huntington National Bank
Ohio
$2.92M
Jane Street
130
Jane Street
New York
$2.78M -$14.7M -236,034 -84%
Mariner
131
Mariner
Kansas
$2.75M -$87.9K -1,408 -3%
MPPLM
132
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.69M +$2.11M +33,824 +342%
HFS
133
HL Financial Services
Kentucky
$2.69M +$2.73M +43,702 New
BCM
134
Brookstone Capital Management
Illinois
$2.62M +$917K +14,680 +53%
MCM
135
MV Capital Management
Maryland
$2.56M -$35.7K -572 -1%
PAS
136
Partnervest Advisory Services
California
$2.46M +$78.5K +1,258 +3%
SWP
137
Stratos Wealth Partners
Ohio
$2.43M +$103K +1,644 +4%
LSA
138
L & S Advisors
California
$2.42M +$230K +3,688 +10%
AIG
139
American International Group
New York
$2.4M +$2.21M +35,382 +950%
SPIA
140
Steward Partners Investment Advisory
New York
$2.39M +$289K +4,636 +14%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$2.38M +$85.2K +1,364 +4%
BRF
142
B. Riley Financial
California
$2.38M +$1.87M +29,986 +344%
WWM
143
Windsor Wealth Management
Indiana
$2.3M -$52.7K -844 -2%
MC
144
Mathes Company
New York
$2.29M +$6.87K +110 +0.3%
CC
145
Courier Capital
New York
$2.25M -$137K -2,196 -6%
MA
146
MCF Advisors
Kentucky
$2.16M -$121K -1,930 -5%
RFC
147
Regions Financial Corp
Alabama
$2.1M -$24.7K -396 -1%
AT
148
Arden Trust
Delaware
$2.04M -$220K -3,520 -10%
BJL
149
Brighton Jones LLC
Washington
$2M +$84.9K +1,360 +4%
NFG
150
Next Financial Group
Texas
$1.98M +$2.01M +32,264 New

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.