iShares Russell Mid-Cap Growth ETF
329 hedge funds and large institutions have $4.09B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 95 reducing their positions, and 29 closing their positions.
212% more call options, than puts
Call options by funds: $2.51M | Put options by funds: $803K
41% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 29
29% more funds holding in top 10
Funds holding in top 10: 17 → 22 (+5)
21% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 95
13% more capital invested
Capital invested by funds: $3.63B → $4.09B (+$458M)
2% more funds holding
Funds holding: 323 → 329 (+6)
0.9% more ownership
Funds ownership: 125.9% → 126.8% (+0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$54.7M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$41.1M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$40.8M |
| 4 |
Goldman Sachs
New York
|
+$35.3M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$125M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$18.1M |
| 3 |
Bank of New York Mellon
New York
|
-$14.5M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$11.5M |
| 5 |
CMO
Covenant Multifamily Offices
San Antonio,
Texas
|
-$11.1M |
IWP Hedge Fund Activity: Q1 2015 in Review
329 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2015, worth a combined $4.09B — up 13% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IWP positions and 29 closed out — a net gain of 12 holders — while 115 added to existing stakes and 95 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $54.7M. The largest seller was Wells Fargo, cutting an estimated $125M.
- 329 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2015, up from 323 in Q4 2014.
- Funds reported $4.09B of iShares Russell Mid-Cap Growth ETF stock for Q1 2015, up 13% quarter-over-quarter.
- 41 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2015 and 29 closed out, a net change of +12 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2015 was Envestnet Asset Management, an estimated $54.7M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2015 was Wells Fargo, an estimated $125M sold.
Based on aggregated 13F filings for Q1 2015.