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iShares Russell Mid-Cap Growth ETF

574 hedge funds and large institutions have $6.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 154 increasing their positions, 184 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

19% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $8.8M

14% more capital invested

Capital invested by funds: $5.79B → $6.6B (+$809M)

9% more funds holding

Funds holding: 527574 (+47)

7.64% less ownership

Funds ownership: 137.45%129.81% (-7.6%)

16% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 184

Holders
574
Holders Change
+47
Holders Change %
+8.92%
% of All Funds
12.42%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.71%
New
92
Increased
154
Reduced
184
Closed
38
Calls
$10.5M
Puts
$8.8M
Net Calls
+$1.67M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
151
HMS Capital Management
Tennessee
$2.53M +$115K +1,794 +5%
CL
152
Choreo LLC
Illinois
$2.52M -$35.7K -556 -1%
MPPLM
153
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.51M +$2.38M +37,044 New
PAS
154
Partnervest Advisory Services
California
$2.43M -$170K -2,642 -7%
BJL
155
Brighton Jones LLC
Washington
$2.4M -$119K -1,860 -5%
RFC
156
Regions Financial Corp
Alabama
$2.39M +$65.7K +1,024 +3%
SPIA
157
Steward Partners Investment Advisory
New York
$2.35M -$96.4K -1,502 -4%
ONB
158
Old National Bancorp
Indiana
$2.33M -$61.6K -960 -3%
EWMCB
159
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.32M +$65.1K +1,014 +3%
FHA
160
First Horizon Advisors
Tennessee
$2.25M -$595K -9,274 -22%
MPW
161
MA Private Wealth
California
$2.2M -$1.32M -20,566 -39%
Bessemer Group
162
Bessemer Group
New Jersey
$2.2M +$62.1K +968 +3%
HFS
163
HL Financial Services
Kentucky
$2.13M -$308K -4,790 -13%
GWMIA
164
Global Wealth Management Investment Advisory
Florida
$2.13M +$38.1K +594 +2%
IP
165
Investment Partners
Ohio
$2.04M +$163K +2,538 +9%
WA
166
Waverly Advisors
Alabama
$2.02M -$145K -2,256 -7%
CSM
167
CAMG Solamere Management
North Carolina
$2M +$38.9K +606 +2%
MA
168
MCF Advisors
Kentucky
$1.99M -$66.1K -1,030 -3%
LPIC
169
LeJeune Puetz Investment Counsel
Michigan
$1.94M
HCMT
170
Highland Capital Management (Tennessee)
Tennessee
$1.89M -$8.99K -140 -0.5%
SFG
171
Sage Financial Group
Pennsylvania
$1.86M +$69.5K +1,082 +4%
MCWS
172
McKinley Carter Wealth Services
West Virginia
$1.84M +$67.3K +1,048 +4%
WWM
173
Windsor Wealth Management
Indiana
$1.82M -$90.3K -1,406 -5%
CTC
174
Central Trust Company
Missouri
$1.82M -$363K -5,662 -17%
CWM
175
Calamos Wealth Management
Illinois
$1.8M -$3.08K -48 -0.2%

IWP Hedge Fund Activity: Q1 2019 in Review

574 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2019, worth a combined $6.6B — up 14% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IWP positions and 38 closed out — a net gain of 54 holders — while 154 added to existing stakes and 184 trimmed.

The largest buyer was Wells Fargo, adding an estimated $202M. The largest seller was TIAA FSB, cutting an estimated $531M.

  • 574 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2019, up from 527 in Q4 2018.
  • Funds reported $6.6B of iShares Russell Mid-Cap Growth ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 92 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2019 and 38 closed out, a net change of +54 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2019 was Wells Fargo, an estimated $202M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2019 was TIAA FSB, an estimated $531M sold.

Based on aggregated 13F filings for Q1 2019.