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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
SSB
176
Sandy Spring Bank
Maryland
$1.78M -$44.7K -696 -3%
AT
177
Arden Trust
Delaware
$1.77M -$41.3K -644 -2%
AW
178
ACG Wealth
Georgia
$1.77M +$160K +2,490 +11%
TFGT
179
TS Financial Group (TSFG)
Illinois
$1.76M +$1.67M +25,942 New
GSWM
180
Golden State Wealth Management
California
$1.75M +$1.66M +25,878 New
PA
181
Prism Advisors
California
$1.72M
DADC
182
D.A. Davidson & Co
Montana
$1.72M +$689K +10,732 +72%
CDIA
183
Capital Directions Investment Advisors
Georgia
$1.7M -$18K -280 -1%
ANB
184
Amarillo National Bank
Texas
$1.68M -$142K -2,214 -8%
NL
185
NWAM LLC
Washington
$1.67M -$4.75K -74 -0.3%
OC
186
Oppenheimer & Co
New York
$1.66M +$290K +4,524 +23%
CG
187
Colony Group
Massachusetts
$1.65M -$1.26M -19,628 -45%
GT
188
Glenview Trust
Kentucky
$1.65M +$36.8K +574 +2%
GWM
189
Geneos Wealth Management
Colorado
$1.65M -$12.7K -198 -0.8%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$1.65M -$861K -13,418 -36%
BUB
191
BBVA USA Bancshares
Texas
$1.64M -$61K -950 -4%
JFGIW
192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64M +$182K +2,838 +13%
AB
193
Atlas Brown
Kentucky
$1.63M -$29.1K -454 -2%
MWP
194
MYCIO Wealth Partners
Pennsylvania
$1.63M +$103K +1,600 +7%
APA
195
American Portfolios Advisors
New York
$1.61M +$64.5K +1,004 +4%
WT
196
Whittier Trust
California
$1.6M
BWM
197
Brickley Wealth Management
California
$1.59M -$141K -2,192 -9%
TNB
198
Thomasville National Bank
Georgia
$1.56M -$18.9K -294 -1%
RG
199
Rathbones Group
United Kingdom
$1.55M +$21.8K +340 +2%
Kovitz Investment Group Partners
200
Kovitz Investment Group Partners
Illinois
$1.51M +$1.43M +22,244 New

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.