iShares Russell Mid-Cap Growth ETF
320 hedge funds and large institutions have $3.74B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 73 reducing their positions, and 22 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 73
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
2% more funds holding
Funds holding: 315 → 320 (+5)
0.28% less ownership
Funds ownership: 131.81% → 131.53% (-0.28%)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
9% less capital invested
Capital invested by funds: $4.09B → $3.74B (-$352M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.6M |
| 2 |
SIM
Sigma Investment Management
Portland,
Oregon
|
+$27.6M |
| 3 |
Goldman Sachs
New York
|
+$17.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17M |
| 5 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$59M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$29.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.8M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$20.6M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$19.7M |
IWP Hedge Fund Activity: Q3 2015 in Review
320 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2015, worth a combined $3.74B — down 8.6% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IWP positions and 22 closed out — a net gain of 8 holders — while 134 added to existing stakes and 73 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $52.6M. The largest seller was JP Morgan Chase, cutting an estimated $59M.
- 320 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2015, up from 315 in Q2 2015.
- Funds reported $3.74B of iShares Russell Mid-Cap Growth ETF stock for Q3 2015, down 8.6% quarter-over-quarter.
- 30 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2015 and 22 closed out, a net change of +8 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2015 was Fidelity Investments, an estimated $52.6M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2015 was JP Morgan Chase, an estimated $59M sold.
Based on aggregated 13F filings for Q3 2015.