We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF

590 hedge funds and large institutions have $7.74B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $6.6B → $7.74B (+$1.14B)

16% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $10.2M

13.27% more ownership

Funds ownership: 129.81%143.08% (+13%)

3% more funds holding

Funds holding: 574590 (+16)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
12.81%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
58
Increased
176
Reduced
194
Closed
34
Calls
$11.8M
Puts
$10.2M
Net Calls
+$1.61M
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.12B +$53.4M +767,314 +5%
TF
2
TIAA FSB
Florida
$1.09B +$771M +11,090,500 +262%
Bank of America
3
Bank of America
North Carolina
$607M +$70.4M +1,012,160 +14%
Morgan Stanley
4
Morgan Stanley
New York
$458M -$19M -273,442 -4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$276M -$10.7M -153,266 -4%
UBS Group
6
UBS Group
Switzerland
$274M +$1.33M +19,188 +0.5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$240M +$175K +2,510 +0.1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$205M -$6.42M -92,352 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$191M -$1.54M -22,096 -0.8%
CB
10
Commerce Bank
Missouri
$163M +$3.13M +44,954 +2%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$127M -$2.67M -38,340 -2%
SGAM
12
Stephens Group Asset Management
Arkansas
$114M +$3.37M +48,412 +3%
Ameriprise
13
Ameriprise
Minnesota
$113M +$1.22M +17,512 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$99.2M -$4.67M -67,154 -5%
Goldman Sachs
15
Goldman Sachs
New York
$92.3M +$6.1M +87,758 +7%
SF
16
Synovus Financial
Georgia
$92.3M +$2.24M +32,184 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$84.5M +$3.31M +47,602 +4%
US Bancorp
18
US Bancorp
Minnesota
$79M +$8.53M +122,704 +12%
SB
19
Suntrust Banks
Georgia
$74.8M -$7.78M -111,870 -10%
LPL Financial
20
LPL Financial
California
$68.7M -$4.67M -67,166 -7%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$67.4M -$1.03M -14,762 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$64.5M -$2.15M -30,870 -3%
CM
23
Churchill Management
California
$64M -$2.75M -39,562 -4%
N
24
Nuveen
North Carolina
$61.9M +$13.9M +200,000 +30%
SI
25
Stephens Inc
Arkansas
$58.2M -$16.6M -238,742 -23%

IWP Hedge Fund Activity: Q2 2019 in Review

590 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2019, worth a combined $7.74B — up 17% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IWP positions and 34 closed out — a net gain of 24 holders — while 176 added to existing stakes and 194 trimmed.

The largest buyer was TIAA FSB, adding an estimated $771M. The largest seller was EP Wealth Advisors, cutting an estimated $64.8M.

  • 590 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2019, up from 574 in Q1 2019.
  • Funds reported $7.74B of iShares Russell Mid-Cap Growth ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 58 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2019 and 34 closed out, a net change of +24 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $771M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2019 was EP Wealth Advisors, an estimated $64.8M sold.

Based on aggregated 13F filings for Q2 2019.