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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
FNBT
151
FineMark National Bank & Trust
Florida
$1.97M -$312K -5,004 -13%
EWMCB
152
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.94M -$21.9K -350 -1%
CTC
153
Central Trust Company
Missouri
$1.94M -$230K -3,676 -10%
FUBT
154
First United Bank & Trust
Maryland
$1.89M -$42.5K -680 -2%
SSB
155
Sandy Spring Bank
Maryland
$1.88M -$552K -8,838 -22%
HCMT
156
Highland Capital Management (Tennessee)
Tennessee
$1.85M +$9.37K +150 +0.5%
ANB
157
Amarillo National Bank
Texas
$1.84M
LPIC
158
LeJeune Puetz Investment Counsel
Michigan
$1.75M
OC
159
Oppenheimer & Co
New York
$1.71M +$322K +5,162 +23%
NCMW
160
Northern Capital Management (Wisconsin)
Wisconsin
$1.7M
CWM
161
Calamos Wealth Management
Illinois
$1.69M +$82.2K +1,316 +5%
BUB
162
BBVA USA Bancshares
Texas
$1.64M +$374K +5,996 +29%
IP
163
Investment Partners
Ohio
$1.64M +$146K +2,338 +10%
TA
164
Tiedemann Advisors
New York
$1.61M
PA
165
Prism Advisors
California
$1.6M
CDIA
166
Capital Directions Investment Advisors
Georgia
$1.58M
AB
167
Atlas Brown
Kentucky
$1.58M +$125 +2 +0%
DDPIC
168
Deroy & Devereaux Private Investment Counsel
Michigan
$1.56M
FA
169
FCG Advisors
New Jersey
$1.56M -$31.5K -504 -2%
MCWS
170
McKinley Carter Wealth Services
West Virginia
$1.56M +$171K +2,738 +12%
GWM
171
Geneos Wealth Management
Colorado
$1.51M -$101K -1,616 -6%
SG Americas Securities
172
SG Americas Securities
New York
$1.49M -$996K -15,950 -40%
GT
173
Glenmede Trust
Pennsylvania
$1.48M
TNB
174
Thomasville National Bank
Georgia
$1.48M +$34K +544 +2%
CSM
175
CAMG Solamere Management
North Carolina
$1.47M

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.