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iShares S&P Mid-Cap 400 Growth ETF

379 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 138 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $6.36M | Put options by funds: $2.1M

115% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 26

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

20% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 115

7% more funds holding

Funds holding: 354379 (+25)

5.88% more ownership

Funds ownership: 231.67%237.55% (+5.9%)

6% more capital invested

Capital invested by funds: $3.27B → $3.45B (+$184M)

Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
9.47%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.6%
New
56
Increased
138
Reduced
115
Closed
26
Calls
$6.36M
Puts
$2.1M
Net Calls
+$4.26M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
251
Brown Advisory
Maryland
$339K +$63.6K +1,444 +24%
SAM
252
Summit Asset Management
Tennessee
$338K -$177K -4,020 -35%
CCA
253
Cobblestone Capital Advisors
New York
$333K +$96.9K +2,200 +43%
CHC
254
City Holding Co
West Virginia
$331K +$176 +4 +0.1%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$331K +$79.1K +1,796 +33%
KFA
256
Kelleher Financial Advisors
New York
$328K -$3.17K -72 -1%
SI
257
SII Investments
Wisconsin
$323K -$881 -20 -0.3%
CCB
258
Cutter & Co Brokerage
Missouri
$318K -$189K -4,288 -38%
WTC
259
WhitTier Trust Company
Nevada
$314K
SIC
260
Sigma Investment Counselors
Michigan
$306K
HH
261
Hilltop Holdings
Texas
$302K
MC
262
Moors & Cabot
Massachusetts
$302K +$176 +4 +0.1%
HCP
263
Holt Capital Partners
Texas
$301K
CPO
264
Cerity Partners OCIO
New York
$301K +$881 +20 +0.3%
TCM
265
Traynor Capital Management
Pennsylvania
$299K +$1.06K +24 +0.4%
GG
266
Gofen & Glossberg
Illinois
$298K
HCM
267
Hollencrest Capital Management
California
$296K
TAM
268
Tocqueville Asset Management
New York
$292K
CBU
269
CIBC Bank USA
Illinois
$291K -$88.1K -2,000 -24%
BL
270
Balentine LLC
Georgia
$286K -$1.41K -32 -0.5%
VWA
271
V Wealth Advisors
Kansas
$284K -$2.64K -60 -1%
CCM
272
Coldstream Capital Management
Washington
$280K
CWM
273
Concert Wealth Management
California
$279K
EFSCE
274
Enterprise Financial Services Corp (EFSC)
Missouri
$273K -$4.75K -108 -2%
FNBTCON
275
First National Bank & Trust Co of Newtown
Pennsylvania
$267K -$10.6K -240 -4%

IJK Hedge Fund Activity: Q4 2016 in Review

379 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2016, worth a combined $3.45B — up 5.6% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IJK positions and 26 closed out — a net gain of 30 holders — while 138 added to existing stakes and 115 trimmed.

The largest buyer was Sandler Capital Management, opening a new position worth an estimated $24.8M. The largest seller was Wells Fargo, cutting an estimated $63.7M.

  • 379 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2016, up from 354 in Q3 2016.
  • Funds reported $3.45B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2016, up 5.6% quarter-over-quarter.
  • 56 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2016 and 26 closed out, a net change of +30 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2016 was Sandler Capital Management, an estimated $24.8M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2016 was Wells Fargo, an estimated $63.7M sold.

Based on aggregated 13F filings for Q4 2016.