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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
SCA
126
Stonebridge Capital Advisors
Minnesota
$3.34M +$94.9K +1,508 +3%
William Blair & Company
127
William Blair & Company
Illinois
$3.21M +$81.6K +1,296 +3%
1IA
128
1834 Investment Advisors
Wisconsin
$3.19M
BRF
129
B. Riley Financial
California
$3.07M +$532K +8,452 +22%
PA
130
Paracle Advisors
Washington
$3.04M
HNB
131
Huntington National Bank
Ohio
$3.02M
TAIM
132
TD Ameritrade Investment Management
Nebraska
$2.97M +$1.83M +29,092 +164%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$2.9M +$2.36M +37,460 +447%
MCM
134
MV Capital Management
Maryland
$2.67M +$33.5K +532 +1%
PAS
135
Partnervest Advisory Services
California
$2.58M +$43.1K +684 +2%
SPIA
136
Steward Partners Investment Advisory
New York
$2.58M +$119K +1,890 +5%
HFS
137
HL Financial Services
Kentucky
$2.56M -$211K -3,350 -8%
CL
138
Choreo LLC
Illinois
$2.54M -$3.78M -60,008 -60%
LSA
139
L & S Advisors
California
$2.54M +$43.2K +686 +2%
MC
140
Mathes Company
New York
$2.49M +$134K +2,130 +6%
BWM
141
Brickley Wealth Management
California
$2.45M -$2.39M -38,042 -50%
SWP
142
Stratos Wealth Partners
Ohio
$2.42M -$84.8K -1,348 -3%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$2.42M -$34.1K -542 -1%
BJL
144
Brighton Jones LLC
Washington
$2.36M +$298K +4,734 +15%
WWM
145
Windsor Wealth Management
Indiana
$2.35M -$21.9K -348 -0.9%
CC
146
Courier Capital
New York
$2.34M +$13.2K +210 +0.6%
AIG
147
American International Group
New York
$2.19M -$290K -4,600 -12%
RFC
148
Regions Financial Corp
Alabama
$2.16M -$252 -4 -0%
FNBT
149
FineMark National Bank & Trust
Florida
$2.12M +$84K +1,334 +4%
RhumbLine Advisers
150
RhumbLine Advisers
Massachusetts
$2.07M +$2.06M +32,724 New

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.