iShares S&P Mid-Cap 400 Growth ETF
262 hedge funds and large institutions have $2.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 16 closing their positions.
441% more call options, than puts
Call options by funds: $1.82M | Put options by funds: $336K
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
59% more funds holding in top 10
Funds holding in top 10: 17 → 27 (+10)
25% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 76
17% more capital invested
Capital invested by funds: $2.29B → $2.68B (+$388M)
9% more funds holding
Funds holding: 241 → 262 (+21)
6.45% more ownership
Funds ownership: 221.65% → 228.1% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$99.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$62.9M |
| 3 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$22.1M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$11.3M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
Qualcomm Inc
San Diego,
California
|
-$97.4M |
| 2 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
-$36M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12.7M |
| 4 |
Citigroup
New York
|
-$6.9M |
| 5 |
TU
TDAM USA
Toronto,
Ontario, Canada
|
-$5.51M |
IJK Hedge Fund Activity: Q4 2013 in Review
262 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2013, worth a combined $2.68B — up 17% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IJK positions and 16 closed out — a net gain of 25 holders — while 95 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $99.2M. The largest seller was Qualcomm Inc, exiting entirely with an estimated $97.4M sold.
- 262 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2013, up from 241 in Q3 2013.
- Funds reported $2.68B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2013, up 17% quarter-over-quarter.
- 41 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2013 and 16 closed out, a net change of +25 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2013 was Morgan Stanley, an estimated $99.2M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2013 was Qualcomm Inc, an estimated $97.4M sold.
Based on aggregated 13F filings for Q4 2013.