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iShares S&P Mid-Cap 400 Growth ETF

388 hedge funds and large institutions have $3.84B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 139 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $8M | Put options by funds: $3.6M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 112

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

5% more capital invested

Capital invested by funds: $3.65B → $3.84B (+$198M)

3% more funds holding

Funds holding: 378388 (+10)

4.4% less ownership

Funds ownership: 235.33%230.93% (-4.4%)

Holders
388
Holders Change
+10
Holders Change %
+2.65%
% of All Funds
9.67%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.52%
New
32
Increased
139
Reduced
112
Closed
17
Calls
$8M
Puts
$3.6M
Net Calls
+$4.4M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Coldstream Capital Management
Washington
$297K -$5.25K -108 -2%
CCMG
277
Clark Capital Management Group
Pennsylvania
$296K -$3.7K -76 -1%
TH
278
Timber Hill
Connecticut
$292K -$1.2M -24,680 -81%
AIM
279
Advantage Investment Management
Iowa
$289K +$60.9K +1,252 +27%
APSP
280
Asset Planning Services (Pennsylvania)
Pennsylvania
$288K +$195 +4 +0.1%
MAM
281
Marquette Asset Management
Minnesota
$286K
FPCG
282
Fort Pitt Capital Group
Pennsylvania
$283K
FI
283
FormulaFolio Investments
Michigan
$277K +$274K +5,628 New
FUBT
284
First United Bank & Trust
Maryland
$275K
NB
285
NBT Bank
New York
$275K
HSA
286
HBK Sorce Advisory
Pennsylvania
$264K -$15.6K -320 -6%
SAM
287
Summit Asset Management
Tennessee
$264K
FNBTCON
288
First National Bank & Trust Co of Newtown
Pennsylvania
$262K -$25.3K -520 -9%
WAM
289
Wealthspire Advisors (Maryland)
Maryland
$257K -$9.72K -200 -4%
HFA
290
High Falls Advisors
New York
$256K
SCM
291
Sterling Capital Management
North Carolina
$251K
CIA
292
Capital Investment Advisors
Georgia
$250K +$247K +5,076 New
TNB
293
Thomasville National Bank
Georgia
$249K +$14.4K +296 +6%
HCMT
294
Highland Capital Management (Tennessee)
Tennessee
$247K -$1.75M -35,924 -88%
JWBC
295
J.W. Burns & Co
New York
$246K
SMG
296
Spectrum Management Group
Indiana
$238K +$235K +4,836 New
RG
297
Rikoon Group
New Mexico
$237K
HIMC
298
Heritage Investors Management Corp
Maryland
$234K -$19.4K -400 -8%
NFG
299
Next Financial Group
Texas
$232K +$11.1K +228 +5%
CCM
300
Cribstone Capital Management
Maine
$230K

IJK Hedge Fund Activity: Q2 2017 in Review

388 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2017, worth a combined $3.84B — up 5.4% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IJK positions and 17 closed out — a net gain of 15 holders — while 139 added to existing stakes and 112 trimmed.

The largest buyer was Wells Fargo, adding an estimated $37.2M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $42.4M sold.

  • 388 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2017, up from 378 in Q1 2017.
  • Funds reported $3.84B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2017 and 17 closed out, a net change of +15 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2017 was Wells Fargo, an estimated $37.2M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2017 was Mariner Independent Advisor Network, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2017.