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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
FA
201
FCG Advisors
New Jersey
$1.51M -$14.4K -224 -1%
FAAS
202
First Allied Advisory Services
California
$1.5M -$28K -436 -2%
KWM
203
Kingsview Wealth Management
Oregon
$1.47M +$1.15M +17,912 +472%
MGIA
204
Moneta Group Investment Advisors
Missouri
$1.41M +$97.7K +1,522 +8%
V
205
Veritable
Delaware
$1.4M -$289K -4,500 -18%
MCM
206
MAI Capital Management
Ohio
$1.39M -$30.9K -482 -2%
BTS
207
BB&T Securities
Virginia
$1.35M -$237K -3,690 -16%
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$1.28M +$447K +6,964 +58%
BIA
209
BHK Investment Advisors
Alabama
$1.28M -$92.2K -1,436 -7%
PCG
210
Private Capital Group
Connecticut
$1.27M -$168K -2,622 -12%
CA
211
Clearstead Advisors
Ohio
$1.23M
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$1.23M +$30.6K +476 +3%
ICM
213
IMS Capital Management
Oregon
$1.21M -$240K -3,742 -17%
Prudential Financial
214
Prudential Financial
New Jersey
$1.19M +$283K +4,406 +34%
CWM
215
Cordatus Wealth Management
Pennsylvania
$1.18M -$79.6K -1,240 -7%
CWM
216
Cranbrook Wealth Management
Michigan
$1.14M -$21.6K -336 -2%
A
217
AdvicePeriod
California
$1.14M +$68.9K +1,074 +7%
NA
218
NewEdge Advisors
Louisiana
$1.13M +$25.2K +392 +2%
BWA
219
BDO Wealth Advisors
Florida
$1.12M -$545K -8,496 -34%
TA
220
Tiedemann Advisors
New York
$1.11M +$90.4K +1,408 +9%
BPA
221
Beacon Pointe Advisors
California
$1.11M +$370K +5,768 +55%
BCA
222
Berman Capital Advisors
Georgia
$1.08M +$1.8K +28 +0.2%
PWMG
223
Prestige Wealth Management Group
New Jersey
$1.07M -$34.4K -536 -3%
BP
224
Broadleaf Partners
Ohio
$1.07M +$4.11K +64 +0.4%
MCM
225
Murphy Capital Management
New Jersey
$1.07M -$69.3K -1,080 -6%

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.