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iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $950K

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

2.58% more ownership

Funds ownership: 243.65%246.23% (+2.6%)

3% more capital invested

Capital invested by funds: $4.58B → $4.7B (+$116M)

0% more funds holding

Funds holding: 535537 (+2)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
GFS
226
GYL Financial Synergies
Connecticut
$790K +$445K +8,016 +135%
PAI
227
Pittenger & Anderson Inc
Nebraska
$781K
WWM
228
Windsor Wealth Management
Indiana
$775K +$45.7K +824 +6%
HJA
229
Hugh Johnson Advisors
New York
$762K -$39.7K -716 -5%
TCOV
230
Trust Company of Vermont
Vermont
$762K
DBT
231
Dubuque Bank & Trust
Iowa
$759K +$324K +5,840 +77%
DIA
232
Dana Investment Advisors
Wisconsin
$755K -$543K -9,788 -42%
APA
233
American Portfolios Advisors
New York
$750K +$61.7K +1,112 +9%
IWM
234
IHT Wealth Management
Illinois
$737K +$59.2K +1,068 +9%
MPW
235
MA Private Wealth
California
$724K -$166K -2,988 -19%
RA
236
RFG Advisory
Alabama
$718K +$105K +1,900 +18%
KPCM
237
Kings Point Capital Management
New York
$717K
CWAG
238
Compton Wealth Advisory Group
Virginia
$714K +$5.54K +100 +0.8%
OCM
239
One Capital Management
California
$708K -$2.22K -40 -0.3%
WTC
240
WhitTier Trust Company
Nevada
$696K
CWM
241
Connecticut Wealth Management
Connecticut
$696K +$682K +12,300 New
SAMC
242
Spectrum Asset Management (California)
California
$688K -$3.33K -60 -0.5%
ONB
243
Old National Bancorp
Indiana
$684K +$44.4K +800 +7%
JIC
244
Johnson Investment Counsel
Ohio
$683K -$26.4K -476 -4%
F
245
F3Logic
Minnesota
$676K -$268K -4,832 -29%
Renaissance Technologies
246
Renaissance Technologies
New York
$656K +$44.4K +800 +7%
GAM
247
Griffin Asset Management
New York
$651K +$17.1K +308 +3%
PSF
248
Pacific Sun Financial
California
$647K +$635K +11,444 New
TA
249
Townsend & Associates
Colorado
$646K -$190K -3,432 -23%
MWM
250
Marietta Wealth Management
Georgia
$635K

IJK Hedge Fund Activity: Q2 2019 in Review

537 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2019, worth a combined $4.7B — up 2.5% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IJK positions and 39 closed out — a net gain of 11 holders — while 164 added to existing stakes and 172 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $24.7M. The largest seller was Wells Fargo, cutting an estimated $34M.

  • 537 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $4.7B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 50 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2019 and 39 closed out, a net change of +11 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $24.7M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2019 was Wells Fargo, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2019.