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iShares Russell Mid-Cap Growth ETF

274 hedge funds and large institutions have $2.83B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $269K

0.47% more ownership

Funds ownership: 115.73%116.2% (+0.47%)

0% more capital invested

Capital invested by funds: $2.82B → $2.83B (+$10.6M)

4% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 92

4% less funds holding

Funds holding: 284274 (-10)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.88%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
17
Increased
88
Reduced
92
Closed
25
Calls
$2.2M
Puts
$269K
Net Calls
+$1.93M
Net Calls Change
-$392K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
201
Natixis Advisors
Massachusetts
$234K -$26.7K -622 -11%
UBWV
202
United Bank (West Virginia)
West Virginia
$229K
AMM
203
American Money Management
California
$228K +$219K +5,084 New
BC
204
Bartlett & Co
Ohio
$226K
WT
205
Whittier Trust
California
$225K -$41.4K -964 -16%
1SB
206
1ST Source Bank
Indiana
$224K
RT
207
Rockland Trust
Massachusetts
$224K
WTC
208
WhitTier Trust Company
Nevada
$222K
BBHC
209
Brown Brothers Harriman & Co
New York
$217K +$208K +4,840 New
PCM
210
Parsons Capital Management
Rhode Island
$215K
IPC
211
Independent Portfolio Consultants
Florida
$213K -$573K -13,320 -74%
BDF
212
Balasa Dinverno & Foltz
$212K
IT
213
Investors Trust
Texas
$211K -$42.6K -990 -17%
SWM
214
SVA Wealth Management
Wisconsin
$201K +$193K +4,498 New
RIA
215
Regal Investment Advisors
Michigan
$191K +$7.05K +164 +4%
NES
216
New England Securities
New York
$181K +$74.4K +1,730 +75%
HCM
217
Horrell Capital Management
Arkansas
$176K -$11.3K -264 -6%
PSUF
218
People's United Financial
Connecticut
$172K
CAL
219
Capital Advisors Ltd
Ohio
$147K
MFBTD
220
MB Financial Bank - Trust Department
Illinois
$147K
PMFA
221
Plante Moran Financial Advisors
Michigan
$135K
WRM
222
Westport Resources Management
Connecticut
$134K
HRIA
223
Haberer Registered Investment Advisor
Ohio
$125K
ST
224
Smithfield Trust
Pennsylvania
$120K
CFA
225
Carroll Financial Associates
North Carolina
$117K

IWP Hedge Fund Activity: Q2 2014 in Review

274 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2014, worth a combined $2.83B — up 0.38% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IWP and 17 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 88 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $17.5M. The largest seller was Horizon Investments, exiting entirely with an estimated $35.6M sold.

  • 274 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2014, down from 284 in Q1 2014.
  • Funds reported $2.83B of iShares Russell Mid-Cap Growth ETF stock for Q2 2014, up 0.38% quarter-over-quarter.
  • 17 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2014 and 25 closed out, a net change of -8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2014 was CIBC Private Wealth Group, an estimated $17.5M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2014 was Horizon Investments, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2014.