iShares Russell Mid-Cap Growth ETF
425 hedge funds and large institutions have $5.02B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 26 closing their positions.
69% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 26
54% more call options, than puts
Call options by funds: $43.1M | Put options by funds: $28M
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
4% more funds holding
Funds holding: 409 → 425 (+16)
3.48% more ownership
Funds ownership: 126.75% → 130.23% (+3.5%)
2% more capital invested
Capital invested by funds: $4.9B → $5.02B (+$122M)
12% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$98.1M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$29.1M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$24.9M |
| 4 |
Goldman Sachs
New York
|
+$16.5M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$59.1M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$40.8M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$35.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$33.1M |
| 5 |
LPL Financial
San Diego,
California
|
-$23.5M |
IWP Hedge Fund Activity: Q3 2017 in Review
425 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2017, worth a combined $5.02B — up 2.5% from $4.9B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IWP positions and 26 closed out — a net gain of 18 holders — while 127 added to existing stakes and 144 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $98.1M. The largest seller was Envestnet Asset Management, cutting an estimated $59.1M.
- 425 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2017, up from 409 in Q2 2017.
- Funds reported $5.02B of iShares Russell Mid-Cap Growth ETF stock for Q3 2017, up 2.5% quarter-over-quarter.
- 44 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2017 and 26 closed out, a net change of +18 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2017 was Morgan Stanley, an estimated $98.1M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2017 was Envestnet Asset Management, an estimated $59.1M sold.
Based on aggregated 13F filings for Q3 2017.