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iShares Russell Mid-Cap Growth ETF

494 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

4% more capital invested

Capital invested by funds: $5.64B → $5.89B (+$245M)

0.68% more ownership

Funds ownership: 131.58%132.26% (+0.68%)

0% more funds holding

Funds holding: 492494 (+2)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.86M

Holders
494
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.31%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
34
Increased
140
Reduced
160
Closed
26
Calls
$4.84M
Puts
$5.86M
Net Calls
-$1.01M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
201
BHK Investment Advisors
Alabama
$1.14M +$206K +3,274 +22%
MAM
202
Meeder Asset Management
Ohio
$1.1M +$287K +4,556 +36%
FIM
203
Freedom Investment Management
Connecticut
$1.06M -$128K -2,026 -11%
EB
204
Eastern Bank
Massachusetts
$1.03M -$269K -4,278 -21%
FCBT
205
First Citizens Bank & Trust
North Carolina
$1M +$393K +6,244 +65%
BCA
206
Berman Capital Advisors
Georgia
$998K -$231K -3,676 -19%
FCI
207
Financial Counselors Inc
Kansas
$978K -$20.4K -324 -2%
FNBSF
208
First National Bank Sioux Falls
South Dakota
$972K
SBH
209
Segall Bryant & Hamill
Illinois
$956K +$950K +15,090 New
A
210
AdvicePeriod
California
$929K +$177K +2,818 +24%
Franklin Resources
211
Franklin Resources
California
$917K -$94.4K -1,500 -9%
PFS
212
Prospera Financial Services
Texas
$910K +$2.64K +42 +0.3%
BP
213
Broadleaf Partners
Ohio
$909K +$65K +1,032 +8%
AA
214
Alesco Advisors
New York
$906K
RT
215
Rockland Trust
Massachusetts
$877K -$12.6K -200 -1%
CCA
216
Clearwater Capital Advisors
Illinois
$870K +$20.1K +320 +2%
WI
217
Wedgewood Investors
Pennsylvania
$864K
SAM
218
Silvercrest Asset Management
New York
$852K
HCM
219
HMS Capital Management
Tennessee
$835K +$3.15K +50 +0.4%
Kayne Anderson Rudnick Investment Management
220
Kayne Anderson Rudnick Investment Management
California
$833K -$30K -476 -3%
FHA
221
First Horizon Advisors
Tennessee
$828K -$68.5K -1,088 -8%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$815K -$16.2K -258 -2%
CWM
223
Cahaba Wealth Management
Georgia
$807K -$286K -4,536 -27%
CWM
224
Cornerstone Wealth Management
Missouri
$762K +$12.2M +193,928 New
Wolverine Trading
225
Wolverine Trading
Illinois
$760K

IWP Hedge Fund Activity: Q2 2018 in Review

494 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2018, worth a combined $5.89B — up 4.3% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IWP positions and 26 closed out — a net gain of 8 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was TIAA FSB, adding an estimated $94.3M. The largest seller was American Century Companies, cutting an estimated $56.5M.

  • 494 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2018, up from 492 in Q1 2018.
  • Funds reported $5.89B of iShares Russell Mid-Cap Growth ETF stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 34 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2018 and 26 closed out, a net change of +8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2018 was TIAA FSB, an estimated $94.3M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2018 was American Century Companies, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2018.