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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
Fayez Sarofim & Co
301
Fayez Sarofim & Co
Texas
$230K
BSW
302
Buckingham Strategic Wealth
Missouri
$230K +$227K +4,672 New
HCM
303
HMS Capital Management
Tennessee
$227K
WF
304
Welch & Forbes
Massachusetts
$225K
IFB
305
iAB Financial Bank
Indiana
$223K +$221K +4,536 New
LYV
306
Live Your Vision
Pennsylvania
$222K
DY
307
Dowling & Yahnke
California
$220K +$10.3K +212 +5%
AMG
308
Advisors Management Group
Wisconsin
$216K
WSTAM
309
Wilbanks Smith & Thomas Asset Management
Virginia
$213K
WCM
310
Wealthcare Capital Management
Virginia
$210K
SDWMA
311
Schneider Downs Wealth Management Advisors
Pennsylvania
$205K +$203K +4,172 New
KA
312
Klingman & Associates
New York
$203K +$200K +4,120 New
IH
313
IFC Holdings
Florida
$201K -$242K -4,972 -55%
DSC
314
Duncker Streett & Co
Missouri
$187K
PSUF
315
People's United Financial
Connecticut
$163K -$24.3K -500 -13%
GRP
316
Global Retirement Partners
California
$162K +$86.7K +1,784 +118%
AOWM
317
Alpha Omega Wealth Management
Virginia
$157K
WPA
318
West Paces Advisors
Georgia
$155K
LF
319
Lee Financial
Texas
$155K +$154K +3,160 New
FIB
320
First Interstate Bank
Montana
$150K
BTIS
321
BB&T Investment Services
North Carolina
$144K
GAM
322
Gemmer Asset Management
California
$134K
LA
323
Legacy Advisors
Pennsylvania
$131K
FT
324
Fiduciary Trust
Massachusetts
$124K +$123K +2,520 New
FANJ
325
Financial Architects (New Jersey)
New Jersey
$118K

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.