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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$1.55M -$178K -2,564 -11%
FAAS
202
First Allied Advisory Services
California
$1.55M -$33.2K -478 -2%
GVAG
203
Great Valley Advisor Group
Delaware
$1.55M -$1.59M -22,866 -51%
ANB
204
Amarillo National Bank
Texas
$1.54M -$224K -3,218 -13%
BTS
205
BB&T Securities
Virginia
$1.53M +$107K +1,538 +8%
MPW
206
MA Private Wealth
California
$1.52M -$781K -11,228 -35%
A
207
AdvicePeriod
California
$1.49M +$290K +4,176 +25%
FA
208
FCG Advisors
New Jersey
$1.46M -$124K -1,780 -8%
MCM
209
MAI Capital Management
Ohio
$1.39M -$66.1K -950 -5%
ICM
210
IMS Capital Management
Oregon
$1.39M +$119K +1,718 +10%
V
211
Veritable
Delaware
$1.38M -$97.4K -1,400 -7%
AIC
212
Ameritas Investment Company
Nebraska
$1.35M +$253K +3,644 +24%
MGIA
213
Moneta Group Investment Advisors
Missouri
$1.34M -$140K -2,020 -10%
BIA
214
BHK Investment Advisors
Alabama
$1.32M -$24.2K -348 -2%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$1.31M +$20K +288 +2%
AIG
216
American International Group
New York
$1.31M +$612K +8,800 +92%
CA
217
Clearstead Advisors
Ohio
$1.29M
JCM
218
Julex Capital Management
Massachusetts
$1.29M -$2.76M -39,674 -69%
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.29M -$2.74M -39,464 -69%
TW
220
Transform Wealth
Colorado
$1.27M +$223K +3,202 +22%
WT
221
Whittier Trust
California
$1.25M -$424K -6,096 -26%
Prudential Financial
222
Prudential Financial
New Jersey
$1.22M -$22.3K -320 -2%
CWM
223
Cordatus Wealth Management
Pennsylvania
$1.21M -$29.2K -420 -2%
BWA
224
BDO Wealth Advisors
Florida
$1.21M +$31.6K +454 +3%
CWM
225
Cranbrook Wealth Management
Michigan
$1.19M -$7.09K -102 -0.6%

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.