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iShares Russell Mid-Cap Growth ETF

494 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

4% more capital invested

Capital invested by funds: $5.64B → $5.89B (+$245M)

0.68% more ownership

Funds ownership: 131.58%132.26% (+0.68%)

0% more funds holding

Funds holding: 492494 (+2)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.86M

Holders
494
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.31%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
34
Increased
140
Reduced
160
Closed
26
Calls
$4.84M
Puts
$5.86M
Net Calls
-$1.01M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$753M +$94.3M +1,498,724 +14%
Wells Fargo
2
Wells Fargo
California
$511M +$9.14M +145,192 +2%
Bank of America
3
Bank of America
North Carolina
$493M +$1.99M +31,636 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$445M +$27.5M +437,504 +7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$263M +$2.12M +33,638 +0.8%
UBS Group
6
UBS Group
Switzerland
$236M +$1.66M +26,384 +0.7%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$207M -$10.7M -169,212 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$192M -$7.05M -111,960 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$163M +$29.2K +464 +0%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$119M -$2.27M -36,128 -2%
CB
11
Commerce Bank
Missouri
$118M +$1.86M +29,622 +2%
M&T Bank
12
M&T Bank
New York
$83.1M -$537K -8,536 -0.6%
Ameriprise
13
Ameriprise
Minnesota
$79.9M +$11.8M +187,642 +17%
SF
14
Synovus Financial
Georgia
$77.8M +$5.14M +81,598 +7%
SGAM
15
Stephens Group Asset Management
Arkansas
$77.5M -$2.54M -40,396 -3%
SB
16
Suntrust Banks
Georgia
$77.2M +$647K +10,272 +0.9%
American Century Companies
17
American Century Companies
Missouri
$76.3M -$56.5M -897,612 -43%
SI
18
Stephens Inc
Arkansas
$74.1M +$16.9M +268,582 +30%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$68.7M +$2.85M +45,224 +4%
Goldman Sachs
20
Goldman Sachs
New York
$64.5M -$40K -636 -0.1%
LPL Financial
21
LPL Financial
California
$61.4M -$1.1M -17,418 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$54.4M +$660K +10,480 +1%
Deutsche Bank
23
Deutsche Bank
Germany
$50.8M -$18.9M -299,822 -27%
US Bancorp
24
US Bancorp
Minnesota
$50.7M -$1.16M -18,374 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$47M

IWP Hedge Fund Activity: Q2 2018 in Review

494 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2018, worth a combined $5.89B — up 4.3% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IWP positions and 26 closed out — a net gain of 8 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was TIAA FSB, adding an estimated $94.3M. The largest seller was American Century Companies, cutting an estimated $56.5M.

  • 494 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2018, up from 492 in Q1 2018.
  • Funds reported $5.89B of iShares Russell Mid-Cap Growth ETF stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 34 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2018 and 26 closed out, a net change of +8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2018 was TIAA FSB, an estimated $94.3M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2018 was American Century Companies, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2018.