iShares Russell Mid-Cap Growth ETF
528 hedge funds and large institutions have $5.81B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 149 reducing their positions, and 64 closing their positions.
39% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 64
12% more call options, than puts
Call options by funds: $4.46M | Put options by funds: $3.98M
11% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 149
7.76% more ownership
Funds ownership: 129.69% → 137.45% (+7.8%)
4% more funds holding
Funds holding: 508 → 528 (+20)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
9% less capital invested
Capital invested by funds: $6.41B → $5.81B (-$597M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$254M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$99.5M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$80.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$63.7M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$62.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$25.1M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$21.2M |
| 3 |
Neuberger Berman Group
New York
|
-$18.3M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$17.4M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
-$13.9M |
IWP Hedge Fund Activity: Q4 2018 in Review
528 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2018, worth a combined $5.81B — down 9.3% from $6.41B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new IWP positions and 64 closed out — a net gain of 25 holders — while 165 added to existing stakes and 149 trimmed.
The largest buyer was Wells Fargo, adding an estimated $254M. The largest seller was Noven Financial Group, exiting entirely with an estimated $25.1M sold.
- 528 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2018, up from 508 in Q3 2018.
- Funds reported $5.81B of iShares Russell Mid-Cap Growth ETF stock for Q4 2018, down 9.3% quarter-over-quarter.
- 89 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2018 and 64 closed out, a net change of +25 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2018 was Wells Fargo, an estimated $254M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2018 was Noven Financial Group, an estimated $25.1M sold.
Based on aggregated 13F filings for Q4 2018.