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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
AT
151
Arden Trust
Delaware
$2.02M -$84.3K -1,340 -4%
EWMCB
152
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.01M +$9.19K +146 +0.5%
MA
153
MCF Advisors
Kentucky
$1.99M -$234K -3,724 -11%
CTC
154
Central Trust Company
Missouri
$1.95M -$46.5K -738 -2%
FAIM
155
Financial Advocates Investment Management
Washington
$1.93M +$1.91M +30,370 New
HCMT
156
Highland Capital Management (Tennessee)
Tennessee
$1.89M -$15.7K -250 -0.8%
V
157
Veritable
Delaware
$1.88M -$2.27M -36,030 -55%
Bessemer Group
158
Bessemer Group
New Jersey
$1.85M +$1.13M +18,000 +160%
FUBT
159
First United Bank & Trust
Maryland
$1.83M -$115K -1,820 -6%
LPIC
160
LeJeune Puetz Investment Counsel
Michigan
$1.81M
DDPIC
161
Deroy & Devereaux Private Investment Counsel
Michigan
$1.8M +$189K +3,000 +12%
SSB
162
Sandy Spring Bank
Maryland
$1.78M -$159K -2,520 -8%
ANB
163
Amarillo National Bank
Texas
$1.76M -$140K -2,224 -7%
CWM
164
Calamos Wealth Management
Illinois
$1.75M +$12.6K +200 +0.7%
IP
165
Investment Partners
Ohio
$1.75M +$62.7K +996 +4%
BUB
166
BBVA USA Bancshares
Texas
$1.66M -$30.6K -486 -2%
TA
167
Tiedemann Advisors
New York
$1.66M +$378 +6 +0%
CDIA
168
Capital Directions Investment Advisors
Georgia
$1.63M
PA
169
Prism Advisors
California
$1.63M
NCMW
170
Northern Capital Management (Wisconsin)
Wisconsin
$1.63M -$129K -2,050 -7%
OC
171
Oppenheimer & Co
New York
$1.63M -$135K -2,146 -8%
SPC
172
Sigma Planning Corp
Michigan
$1.62M +$109K +1,734 +7%
AB
173
Atlas Brown
Kentucky
$1.62M -$56.8K -902 -4%
MCWS
174
McKinley Carter Wealth Services
West Virginia
$1.6M -$5.92K -94 -0.4%
NL
175
NWAM LLC
Washington
$1.57M +$209K +3,326 +15%

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.