iShares Russell Mid-Cap Growth ETF
235 hedge funds and large institutions have $2.47B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 13 closing their positions.
154% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 13
32% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 63
16% more capital invested
Capital invested by funds: $2.13B → $2.47B (+$345M)
8% more funds holding
Funds holding: 218 → 235 (+17)
0.52% less ownership
Funds ownership: 117.19% → 116.67% (-0.52%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
17% less call options, than puts
Call options by funds: $2.89M | Put options by funds: $3.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$107M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19.9M |
| 3 |
Morgan Stanley
New York
|
+$15.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$13.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$8.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$19.5M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$15.4M |
| 3 |
Barclays
London,
United Kingdom
|
-$4.42M |
| 4 |
JP Morgan Chase
New York
|
-$4.22M |
| 5 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$3.87M |
IWP Hedge Fund Activity: Q3 2013 in Review
235 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2013, worth a combined $2.47B — up 16% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IWP positions and 13 closed out — a net gain of 20 holders — while 83 added to existing stakes and 63 trimmed.
The largest buyer was UBS, adding an estimated $107M. The largest seller was Stephens Inc, cutting an estimated $19.5M.
- 235 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2013, up from 218 in Q2 2013.
- Funds reported $2.47B of iShares Russell Mid-Cap Growth ETF stock for Q3 2013, up 16% quarter-over-quarter.
- 33 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2013 and 13 closed out, a net change of +20 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2013 was UBS, an estimated $107M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2013 was Stephens Inc, an estimated $19.5M sold.
Based on aggregated 13F filings for Q3 2013.