IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

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
Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
9.49%
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

Top Buyers

1
SCM
1
Sandler Capital Management
New York
$25.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$43.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$319M
4
Bank of America
4
Bank of America
North Carolina
$140M
5
Ameriprise
5
Ameriprise
Minnesota
$31M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.25B
2
VanEck Associates
2
VanEck Associates
New York
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$41.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.43M
5
Goldman Sachs
5
Goldman Sachs
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
251
Brown Advisory
Maryland
$339K +$65.7K +1,444 +24%
SAM
252
Summit Asset Management
Tennessee
$338K -$183K -4,020 -35%
CCA
253
Cobblestone Capital Advisors
New York
$333K +$100K +2,200 +43%
CHC
254
City Holding Co
West Virginia
$331K +$182 +4 +0.1%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$331K +$81.9K +1,796 +33%
KFA
256
Kelleher Financial Advisors
New York
$328K -$3.28K -72 -1%
SI
257
SII Investments
Wisconsin
$323K -$917 -20 -0.3%
CCB
258
Cutter & Co Brokerage
Missouri
$318K -$195K -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 +$182 +4 +0.1%
HCP
263
Holt Capital Partners
Texas
$301K – – –
CPO
264
Cerity Partners OCIO
New York
$301K +$911 +20 +0.3%
TCM
265
Traynor Capital Management
Pennsylvania
$299K +$1.11K +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 -$91.2K -2,000 -24%
BL
270
Balentine LLC
Georgia
$286K -$1.46K -32 -0.5%
VWA
271
V Wealth Advisors
Kansas
$284K -$2.73K -60 -1%
CCM
272
Coldstream Capital Management
Washington
$280K – – –
CWM
273
Concert Wealth Management
California
$279K -$308K – –
EFSCE
274
Enterprise Financial Services Corp (EFSC)
Missouri
$273K -$4.92K -108 -2%
FNBTCON
275
First National Bank & Trust Co of Newtown
Pennsylvania
$267K -$10.9K -240 -4%
9 10
11
12 13