iShares Russell Mid-Cap Growth ETF
407 hedge funds and large institutions have $4.36B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 101 reducing their positions, and 22 closing their positions.
214% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 22
52% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 101
12% more funds holding
Funds holding: 365 → 407 (+42)
5% more capital invested
Capital invested by funds: $4.14B → $4.36B (+$218M)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
2.31% more ownership
Funds ownership: 126.8% → 129.11% (+2.3%)
25% less call options, than puts
Call options by funds: $4.8M | Put options by funds: $6.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$41.7M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$34.1M |
| 3 |
Morgan Stanley
New York
|
+$33.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.3M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$9.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$15.1M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$12.9M |
| 3 |
Neuberger Berman Group
New York
|
-$10.6M |
| 4 |
Goldman Sachs
New York
|
-$6.46M |
| 5 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
-$5.76M |
IWP Hedge Fund Activity: Q4 2016 in Review
407 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2016, worth a combined $4.36B — up 5.3% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IWP positions and 22 closed out — a net gain of 47 holders — while 154 added to existing stakes and 101 trimmed.
The largest buyer was Wells Fargo, adding an estimated $41.7M. The largest seller was Bank of New York Mellon, cutting an estimated $15.1M.
- 407 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2016, up from 365 in Q3 2016.
- Funds reported $4.36B of iShares Russell Mid-Cap Growth ETF stock for Q4 2016, up 5.3% quarter-over-quarter.
- 69 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2016 and 22 closed out, a net change of +47 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2016 was Wells Fargo, an estimated $41.7M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2016 was Bank of New York Mellon, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2016.