iShares Russell Mid-Cap Growth ETF
623 hedge funds and large institutions have $6.98B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 232 reducing their positions, and 116 closing their positions.
8.59% more ownership
Funds ownership: 141.52% → 150.11% (+8.6%)
2% more call options, than puts
Call options by funds: $8.51M | Put options by funds: $8.31M
10% less funds holding
Funds holding: 689 → 623 (-66)
13% less funds holding in top 10
Funds holding in top 10: 39 → 34 (-5)
15% less capital invested
Capital invested by funds: $8.21B → $6.98B (-$1.23B)
26% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 232
45% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$314M |
| 2 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
+$191M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$116M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$105M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$57.1M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$51.8M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
-$44.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$44.7M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$42.8M |
IWP Hedge Fund Activity: Q1 2020 in Review
623 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2020, worth a combined $6.98B — down 15% from $8.21B a quarter earlier.
Sellers outnumbered buyers: 116 funds closed out of IWP and 64 opened new positions — a net loss of 52 holders — while 232 trimmed existing stakes and 171 added.
The largest buyer was Morgan Stanley, adding an estimated $314M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $57.1M sold.
- 623 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2020, down from 689 in Q4 2019.
- Funds reported $6.98B of iShares Russell Mid-Cap Growth ETF stock for Q1 2020, down 15% quarter-over-quarter.
- 64 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2020 and 116 closed out, a net change of -52 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2020 was Morgan Stanley, an estimated $314M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $57.1M sold.
Based on aggregated 13F filings for Q1 2020.