iShares Russell Mid-Cap Growth ETF
409 hedge funds and large institutions have $4.9B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 136 increasing their positions, 119 reducing their positions, and 28 closing their positions.
32% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 28
22% more call options, than puts
Call options by funds: $18.9M | Put options by funds: $15.4M
14% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 119
6% more capital invested
Capital invested by funds: $4.62B → $4.9B (+$277M)
1% more funds holding
Funds holding: 406 → 409 (+3)
1% less ownership
Funds ownership: 127.75% → 126.75% (-1%)
12% less funds holding in top 10
Funds holding in top 10: 25 → 22 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$61.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$50.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$46.5M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$36.9M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$216M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$27.9M |
| 3 |
JP Morgan Chase
New York
|
-$26.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.9M |
| 5 |
Goldman Sachs
New York
|
-$17.5M |
IWP Hedge Fund Activity: Q2 2017 in Review
409 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2017, worth a combined $4.9B — up 6% from $4.62B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IWP positions and 28 closed out — a net gain of 9 holders — while 136 added to existing stakes and 119 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $61.1M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $216M.
- 409 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2017, up from 406 in Q1 2017.
- Funds reported $4.9B of iShares Russell Mid-Cap Growth ETF stock for Q2 2017, up 6% quarter-over-quarter.
- 37 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2017 and 28 closed out, a net change of +9 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $61.1M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $216M sold.
Based on aggregated 13F filings for Q2 2017.