We are live on ! Find out more
IWP icon

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
WWM
176
Windsor Wealth Management
Indiana
$1.94M +$5.7K +82 +0.3%
TFGT
177
TS Financial Group (TSFG)
Illinois
$1.91M +$59K +848 +3%
HCMT
178
Highland Capital Management (Tennessee)
Tennessee
$1.89M -$97.2K -1,398 -5%
CWM
179
Calamos Wealth Management
Illinois
$1.84M -$49.2K -708 -3%
GWM
180
Geneos Wealth Management
Colorado
$1.84M +$108K +1,548 +6%
AW
181
ACG Wealth
Georgia
$1.83M -$28K -402 -2%
PA
182
Prism Advisors
California
$1.8M
BPA
183
Beacon Pointe Advisors
California
$1.78M +$599K +8,618 +53%
APA
184
American Portfolios Advisors
New York
$1.78M +$80.3K +1,154 +5%
AB
185
Atlas Brown
Kentucky
$1.75M +$34.2K +492 +2%
GSWM
186
Golden State Wealth Management
California
$1.75M -$89.9K -1,292 -5%
CDIA
187
Capital Directions Investment Advisors
Georgia
$1.75M -$33.8K -486 -2%
GT
188
Glenview Trust
Kentucky
$1.74M
OC
189
Oppenheimer & Co
New York
$1.73M -$14.9K -214 -0.9%
BUB
190
BBVA USA Bancshares
Texas
$1.72M -$4.45K -64 -0.3%
JFGIW
191
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72M -$6.54K -94 -0.4%
TFA
192
Transamerica Financial Advisors
Florida
$1.68M +$1.64M +23,560 New
CG
193
Colony Group
Massachusetts
$1.68M -$58K -834 -3%
AT
194
Arden Trust
Delaware
$1.66M -$199K -2,868 -11%
TNB
195
Thomasville National Bank
Georgia
$1.65M +$7.51K +108 +0.5%
NL
196
NWAM LLC
Washington
$1.64M -$106K -1,530 -6%
MWP
197
MYCIO Wealth Partners
Pennsylvania
$1.61M -$96.7K -1,390 -6%
RG
198
Rathbones Group
United Kingdom
$1.59M -$34.1K -490 -2%
AF
199
Advisornet Financial
Minnesota
$1.56M +$1.1M +15,884 +263%
Kovitz Investment Group Partners
200
Kovitz Investment Group Partners
Illinois
$1.56M -$26.7K -384 -2%

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.