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iShares Russell Mid-Cap Growth ETF

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

3.72% more ownership

Funds ownership: 127.86%131.58% (+3.7%)

3% more funds holding

Funds holding: 480492 (+12)

4% more capital invested

Capital invested by funds: $5.42B → $5.64B (+$220M)

11% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 166

41% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $27.3M

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.28%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$638M +$20.5M +328,076 +3%
Wells Fargo
2
Wells Fargo
California
$487M -$7.8M -124,934 -2%
Bank of America
3
Bank of America
North Carolina
$476M +$2.37M +37,914 +0.5%
Morgan Stanley
4
Morgan Stanley
New York
$405M -$25.4M -407,498 -6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$253M -$5.11M -81,856 -2%
UBS Group
6
UBS Group
Switzerland
$227M -$5.82M -93,230 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$211M +$3.25M +51,982 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$194M -$3.44M -55,090 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$158M -$11.3M -181,652 -7%
American Century Companies
10
American Century Companies
Missouri
$129M +$99.8M +1,598,952 +318%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$117M -$5.03M -80,610 -4%
CB
12
Commerce Bank
Missouri
$113M -$3.11M -49,876 -3%
M&T Bank
13
M&T Bank
New York
$81.2M -$2.84M -45,562 -3%
SGAM
14
Stephens Group Asset Management
Arkansas
$77.7M +$33.4M +534,670 +73%
SB
15
Suntrust Banks
Georgia
$74.2M +$1.66M +26,572 +2%
SF
16
Synovus Financial
Georgia
$70.5M +$1.81M +29,064 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$67.8M +$68.8M +1,102,170 New
Ameriprise
18
Ameriprise
Minnesota
$66.1M +$406K +6,502 +0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$63.9M +$1.56M +24,980 +2%
Goldman Sachs
20
Goldman Sachs
New York
$62.6M -$91.8K -1,470 -0.1%
LPL Financial
21
LPL Financial
California
$60.7M +$5.85M +93,658 +10%
SI
22
Stephens Inc
Arkansas
$55.4M +$3.23M +51,696 +6%
JP Morgan Chase
23
JP Morgan Chase
New York
$52.1M +$4.3M +68,914 +9%
US Bancorp
24
US Bancorp
Minnesota
$50.4M +$122K +1,958 +0.2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$47M -$4.36M -69,888 -8%

IWP Hedge Fund Activity: Q1 2018 in Review

492 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2018, worth a combined $5.64B — up 4.1% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWP positions and 34 closed out — a net gain of 14 holders — while 148 added to existing stakes and 166 trimmed.

The largest buyer was American Century Companies, adding an estimated $99.8M. The largest seller was Eastern Bank, cutting an estimated $26.2M.

  • 492 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2018, up from 480 in Q4 2017.
  • Funds reported $5.64B of iShares Russell Mid-Cap Growth ETF stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 48 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2018 and 34 closed out, a net change of +14 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2018 was American Century Companies, an estimated $99.8M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2018 was Eastern Bank, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2018.