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iShares Russell Mid-Cap Growth ETF

590 hedge funds and large institutions have $7.74B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $6.6B → $7.74B (+$1.14B)

16% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $10.2M

13.27% more ownership

Funds ownership: 129.81%143.08% (+13%)

3% more funds holding

Funds holding: 574590 (+16)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
12.81%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
58
Increased
176
Reduced
194
Closed
34
Calls
$11.8M
Puts
$10.2M
Net Calls
+$1.61M
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
151
Mathes Company
New York
$2.77M
MCM
152
MV Capital Management
Maryland
$2.66M
SIA
153
Starfire Investment Advisers
Michigan
$2.65M -$58.7K -844 -2%
MPPLM
154
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.62M -$21.4K -308 -0.8%
CL
155
Choreo LLC
Illinois
$2.6M -$44.5K -640 -2%
BJL
156
Brighton Jones LLC
Washington
$2.53M +$11.4K +164 +0.5%
Cerity Partners
157
Cerity Partners
New York
$2.48M +$2.2M +31,670 +1,000%
RFC
158
Regions Financial Corp
Alabama
$2.48M -$34.1K -490 -1%
ONB
159
Old National Bancorp
Indiana
$2.42M -$24.2K -348 -1%
PAS
160
Partnervest Advisory Services
California
$2.41M -$140K -2,010 -6%
EWMCB
161
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.41M -$28K -402 -1%
GWMIA
162
Global Wealth Management Investment Advisory
Florida
$2.37M +$128K +1,838 +6%
Jane Street
163
Jane Street
New York
$2.32M +$2.26M +32,566 New
Bessemer Group
164
Bessemer Group
New Jersey
$2.29M -$14.7K -212 -0.7%
FHA
165
First Horizon Advisors
Tennessee
$2.17M -$183K -2,630 -8%
WA
166
Waverly Advisors
Alabama
$2.08M -$40.6K -584 -2%
LPIC
167
LeJeune Puetz Investment Counsel
Michigan
$2.03M
CTC
168
Central Trust Company
Missouri
$2.03M +$69.8K +1,004 +4%
MCWS
169
McKinley Carter Wealth Services
West Virginia
$2.02M +$88.6K +1,274 +5%
CSM
170
CAMG Solamere Management
North Carolina
$2.01M -$92.2K -1,326 -4%
IP
171
Investment Partners
Ohio
$2.01M -$132K -1,894 -6%
MA
172
MCF Advisors
Kentucky
$1.98M -$111K -1,590 -5%
DADC
173
D.A. Davidson & Co
Montana
$1.98M +$151K +2,176 +9%
SSB
174
Sandy Spring Bank
Maryland
$1.96M +$91.1K +1,310 +5%
SFG
175
Sage Financial Group
Pennsylvania
$1.96M

IWP Hedge Fund Activity: Q2 2019 in Review

590 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2019, worth a combined $7.74B — up 17% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IWP positions and 34 closed out — a net gain of 24 holders — while 176 added to existing stakes and 194 trimmed.

The largest buyer was TIAA FSB, adding an estimated $771M. The largest seller was EP Wealth Advisors, cutting an estimated $64.8M.

  • 590 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2019, up from 574 in Q1 2019.
  • Funds reported $7.74B of iShares Russell Mid-Cap Growth ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 58 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2019 and 34 closed out, a net change of +24 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $771M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2019 was EP Wealth Advisors, an estimated $64.8M sold.

Based on aggregated 13F filings for Q2 2019.