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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
MAM
276
Marquette Asset Management
Minnesota
$265K
FPCG
277
Fort Pitt Capital Group
Pennsylvania
$262K
NFG
278
Nations Financial Group
Iowa
$261K -$53.9K -1,224 -18%
NB
279
NBT Bank
New York
$256K
FUBT
280
First United Bank & Trust
Maryland
$255K
HSA
281
HBK Sorce Advisory
Pennsylvania
$245K
CWM
282
Cornerstone Wealth Management
Missouri
$242K +$233K +5,292 New
HFA
283
High Falls Advisors
New York
$237K
SCM
284
Sterling Capital Management
North Carolina
$232K +$225K +5,100 New
CIA
285
Capital Investment Advisors
Georgia
$231K +$17.8K +404 +9%
RG
286
Rikoon Group
New Mexico
$229K +$1.58K +36 +0.8%
JWBC
287
J.W. Burns & Co
New York
$228K -$723K -16,432 -77%
EFS
288
Essex Financial Services
Connecticut
$222K -$4.4K -100 -2%
WCM
289
Wealthcare Capital Management
Virginia
$221K -$95.8K -2,176 -31%
SBIA
290
Sheaff Brock Investment Advisors
Indiana
$221K +$214K +4,852 New
SMC
291
Smith, Moore & Co
Missouri
$220K +$212K +4,824 New
RC
292
RegentAtlantic Capital
New Jersey
$219K
CCM
293
Cribstone Capital Management
Maine
$216K
Fayez Sarofim & Co
294
Fayez Sarofim & Co
Texas
$213K
CIC
295
Carnegie Investment Counsel
Ohio
$212K +$202K +4,596 New
TSS
296
Two Sigma Securities
New York
$212K +$205K +4,660 New
WSFS
297
Wilmington Savings Fund Society
Delaware
$210K -$69K -1,568 -25%
CCFCSB
298
Cape Cod Five Cents Savings Bank
Massachusetts
$208K +$201K +4,576 New
WF
299
Welch & Forbes
Massachusetts
$207K
LYV
300
Live Your Vision
Pennsylvania
$204K

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.