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iShares Russell Mid-Cap Growth ETF

480 hedge funds and large institutions have $5.42B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 35

28% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $36.8M

13% more funds holding

Funds holding: 425480 (+55)

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

8% more capital invested

Capital invested by funds: $5.02B → $5.42B (+$405M)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

2.37% less ownership

Funds ownership: 130.23%127.86% (-2.4%)

Holders
480
Holders Change
+55
Holders Change %
+12.94%
% of All Funds
10.89%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.61%
New
92
Increased
135
Reduced
131
Closed
35
Calls
$47.1M
Puts
$36.8M
Net Calls
+$10.3M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$606M +$12.8M +217,862 +2%
Wells Fargo
2
Wells Fargo
California
$485M +$930K +15,826 +0.2%
Bank of America
3
Bank of America
North Carolina
$465M +$28.4M +482,542 +7%
Morgan Stanley
4
Morgan Stanley
New York
$422M -$89.2M -1,517,296 -18%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$253M -$2.78M -47,324 -1%
UBS Group
6
UBS Group
Switzerland
$228M -$625K -10,638 -0.3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$204M +$3.69M +62,768 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$193M -$2.86M -48,622 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$166M +$3.65M +62,150 +2%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$120M -$18.5M -314,920 -14%
CB
11
Commerce Bank
Missouri
$113M +$535K +9,110 +0.5%
M&T Bank
12
M&T Bank
New York
$82.4M -$2.33M -39,584 -3%
SB
13
Suntrust Banks
Georgia
$71.2M +$1.36M +23,216 +2%
SF
14
Synovus Financial
Georgia
$67.4M -$1.96M -33,412 -3%
Ameriprise
15
Ameriprise
Minnesota
$64.4M -$20.5K -348 -0%
Goldman Sachs
16
Goldman Sachs
New York
$61.5M -$14.2M -240,936 -19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$61.2M +$3.06M +52,050 +5%
LPL Financial
18
LPL Financial
California
$53.9M +$771K +13,112 +1%
SI
19
Stephens Inc
Arkansas
$51.3M -$37.4M -636,112 -43%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$50.3M -$967K -16,446 -2%
US Bancorp
21
US Bancorp
Minnesota
$49.3M -$1.64M -27,936 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$47M -$5.53M -94,138 -11%
SGAM
23
Stephens Group Asset Management
Arkansas
$44M +$42.9M +729,362 New
PWAG
24
Polaris Wealth Advisory Group
California
$43.1M +$2.46M +41,840 +6%
ZB
25
Zions Bancorporation
Utah
$39.6M +$1.59M +27,136 +4%

IWP Hedge Fund Activity: Q4 2017 in Review

480 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2017, worth a combined $5.42B — up 8.1% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IWP positions and 35 closed out — a net gain of 57 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $89.2M.

  • 480 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2017, up from 425 in Q3 2017.
  • Funds reported $5.42B of iShares Russell Mid-Cap Growth ETF stock for Q4 2017, up 8.1% quarter-over-quarter.
  • 92 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2017 and 35 closed out, a net change of +57 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2017 was American Century Companies, an estimated $29.5M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2017 was Morgan Stanley, an estimated $89.2M sold.

Based on aggregated 13F filings for Q4 2017.