iShares Russell Mid-Cap Growth ETF
324 hedge funds and large institutions have $3.63B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 79 reducing their positions, and 15 closing their positions.
340% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 15
105% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $1.3M
43% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 79
22% more capital invested
Capital invested by funds: $2.96B → $3.63B (+$663M)
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
17% more funds holding
Funds holding: 277 → 324 (+47)
5.13% more ownership
Funds ownership: 120.77% → 125.9% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$131M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$41.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.8M |
| 4 |
Citigroup
New York
|
+$28.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.4M |
| 2 |
B
Baird
Milwaukee,
Wisconsin
|
-$4.85M |
| 3 |
SWM
Strategic Wealth Management
Kirkland,
Washington
|
-$4.2M |
| 4 |
AI
Accredited Investors
Edina,
Minnesota
|
-$3.11M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.06M |
IWP Hedge Fund Activity: Q4 2014 in Review
324 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2014, worth a combined $3.63B — up 22% from $2.96B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new IWP positions and 15 closed out — a net gain of 51 holders — while 113 added to existing stakes and 79 trimmed.
The largest buyer was Wells Fargo, adding an estimated $131M. The largest seller was Susquehanna International Group, cutting an estimated $10.4M.
- 324 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2014, up from 277 in Q3 2014.
- Funds reported $3.63B of iShares Russell Mid-Cap Growth ETF stock for Q4 2014, up 22% quarter-over-quarter.
- 66 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2014 and 15 closed out, a net change of +51 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2014 was Wells Fargo, an estimated $131M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2014 was Susquehanna International Group, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2014.