iShares S&P Mid-Cap 400 Growth ETF
498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.
30% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 33
3.54% more ownership
Funds ownership: 236.58% → 240.13% (+3.5%)
1% more funds holding
Funds holding: 492 → 498 (+6)
7% more call options, than puts
Call options by funds: $2.1M | Put options by funds: $1.96M
2% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 162
1% more capital invested
Capital invested by funds: $4.68B → $4.75B (+$61.4M)
34% less funds holding in top 10
Funds holding in top 10: 32 → 21 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$141M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$20.2M |
| 3 |
CA
Centerpoint Advisors
Needham,
Massachusetts
|
+$6.57M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.17M |
| 5 |
CC
Chanos & Company
New York
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$49.5M |
| 2 |
SCM
Sandler Capital Management
New York
|
-$29.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$24.9M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$22.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$20.2M |
IJK Hedge Fund Activity: Q3 2018 in Review
498 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2018, worth a combined $4.75B — up 1.3% from $4.68B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IJK positions and 33 closed out — a net gain of 10 holders — while 165 added to existing stakes and 162 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $141M. The largest seller was Howard Capital Management, exiting entirely with an estimated $49.5M sold.
- 498 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2018, up from 492 in Q2 2018.
- Funds reported $4.75B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2018, up 1.3% quarter-over-quarter.
- 43 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2018 and 33 closed out, a net change of +10 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $141M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2018 was Howard Capital Management, an estimated $49.5M sold.
Based on aggregated 13F filings for Q3 2018.