IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

346 hedge funds and large institutions have $3.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+13
Holders Change %
+3.9%
% of All Funds
9.25%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
103
Reduced
119
Closed
21
Calls
$2.69M
Puts
$7.42M
Net Calls
-$4.74M
Net Calls Change
-$5.73M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$33.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.39M
4
Ameriprise
Ameriprise
Minnesota
+$3.76M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.54M

Top Sellers

1
LPL Financial
LPL Financial
California
-$25.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$16.8M
3
Goldman Sachs
Goldman Sachs
New York
-$11.8M
4
LI
LVZ Inc
Michigan
-$9.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
251
Hollencrest Capital Management
California
$275K – – –
TAM
252
Tocqueville Asset Management
New York
$271K – – –
SI
253
SII Investments
Wisconsin
$265K -$37.8K -888 -12%
VWA
254
V Wealth Advisors
Kansas
$264K – – –
WSFS
255
Wilmington Savings Fund Society
Delaware
$261K -$34.4K -812 -12%
CCM
256
Coldstream Capital Management
Washington
$260K – – –
PAS
257
Partnervest Advisory Services
California
$258K +$19.1K +452 +8%
EFSCE
258
Enterprise Financial Services Corp (EFSC)
Missouri
$258K +$48.2K +1,140 +23%
BL
259
Balentine LLC
Georgia
$256K +$256K +6,060 New
MAM
260
Marquette Asset Management
Minnesota
$246K – – –
FPCG
261
Fort Pitt Capital Group
Pennsylvania
$243K – – –
FWCM
262
Ferguson Wellman Capital Management
Oregon
$237K – – –
FUBT
263
First United Bank & Trust
Maryland
$237K – – –
NB
264
NBT Bank
New York
$236K – – –
Baird Financial Group
265
Baird Financial Group
Wisconsin
$231K +$231K +5,464 New
PSUF
266
People's United Financial
Connecticut
$227K -$8.46K -200 -4%
HSA
267
HBK Sorce Advisory
Pennsylvania
$227K – – –
FCBT
268
First Citizens Bank & Trust
North Carolina
$226K +$226K +5,348 New
AF
269
Aldebaran Financial
$223K – – –
CCA
270
Cobblestone Capital Advisors
New York
$216K – – –
HFA
271
High Falls Advisors
New York
$209K – – –
DY
272
Dowling & Yahnke
California
$204K -$8.46K -200 -4%
CCM
273
Cribstone Capital Management
Maine
$204K +$204K +4,828 New
RC
274
RegentAtlantic Capital
New Jersey
$203K +$203K +4,812 New
EFS
275
Essex Financial Services
Connecticut
$201K -$57.9K -1,372 -22%
9 10
11
12 13