iShares Russell Mid-Cap Growth ETF
277 hedge funds and large institutions have $2.81B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 14 closing their positions.
336% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 14
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
18% more funds holding
Funds holding: 235 → 277 (+42)
14% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 76
14% more capital invested
Capital invested by funds: $2.47B → $2.81B (+$339M)
1.28% more ownership
Funds ownership: 116.67% → 117.96% (+1.3%)
2% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $1.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30.1M |
| 2 |
SIM
Sigma Investment Management
Portland,
Oregon
|
+$25.7M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$23.5M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$19.7M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$27.2M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$19M |
| 3 |
Goldman Sachs
New York
|
-$8.05M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$7.91M |
| 5 |
Barclays
London,
United Kingdom
|
-$4.2M |
IWP Hedge Fund Activity: Q4 2013 in Review
277 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2013, worth a combined $2.81B — up 14% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IWP positions and 14 closed out — a net gain of 47 holders — while 87 added to existing stakes and 76 trimmed.
The largest buyer was Bank of America, adding an estimated $30.1M. The largest seller was Commerce Bank, cutting an estimated $27.2M.
- 277 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2013, up from 235 in Q3 2013.
- Funds reported $2.81B of iShares Russell Mid-Cap Growth ETF stock for Q4 2013, up 14% quarter-over-quarter.
- 61 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2013 and 14 closed out, a net change of +47 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2013 was Bank of America, an estimated $30.1M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2013 was Commerce Bank, an estimated $27.2M sold.
Based on aggregated 13F filings for Q4 2013.