iShares S&P Mid-Cap 400 Growth ETF
319 hedge funds and large institutions have $3.19B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 102 reducing their positions, and 13 closing their positions.
223% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 13
150% more call options, than puts
Call options by funds: $6.48M | Put options by funds: $2.59M
27% more funds holding in top 10
Funds holding in top 10: 22 → 28 (+6)
20% more capital invested
Capital invested by funds: $2.66B → $3.19B (+$528M)
10.43% more ownership
Funds ownership: 227.88% → 238.31% (+10%)
9% more funds holding
Funds holding: 293 → 319 (+26)
10% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$102M |
| 2 |
Goldman Sachs
New York
|
+$73.9M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$58.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$28.9M |
| 5 |
Morgan Stanley
New York
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$23.2M |
| 2 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$19.1M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$16.4M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$15.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11.7M |
IJK Hedge Fund Activity: Q1 2015 in Review
319 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2015, worth a combined $3.19B — up 20% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IJK positions and 13 closed out — a net gain of 29 holders — while 112 added to existing stakes and 102 trimmed.
The largest buyer was LPL Financial, adding an estimated $102M. The largest seller was Deutsche Bank, exiting entirely with an estimated $23.2M sold.
- 319 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2015, up from 293 in Q4 2014.
- Funds reported $3.19B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2015, up 20% quarter-over-quarter.
- 42 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2015 and 13 closed out, a net change of +29 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2015 was LPL Financial, an estimated $102M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2015 was Deutsche Bank, an estimated $23.2M sold.
Based on aggregated 13F filings for Q1 2015.