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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
ST
326
Smithfield Trust
Pennsylvania
$84K +$80.8K +1,836 New
TCOV
327
Trust Company of Vermont
Vermont
$79K
GRP
328
Global Retirement Partners
California
$69K +$66.6K +1,512 New
NSB
329
Norway Savings Bank
Maine
$66K +$63.6K +1,444 New
SEI Investments
330
SEI Investments
Pennsylvania
$64K +$61.5K +1,396 New
QCG
331
Quadrant Capital Group
Ohio
$63K
EWM
332
Endurance Wealth Management
Rhode Island
$61K
BC
333
Bartlett & Co
Ohio
$59K
EWM
334
Evercore Wealth Management
New York
$53K
AIA
335
Armor Investment Advisors
North Carolina
$49K +$47.2K +1,072 New
Manulife (Manufacturers Life Insurance)
336
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$14.8K +336 +52%
WA
337
WFG Advisors
Texas
$44K +$21.1K +480 +98%
BRC
338
Bell Rock Capital
Delaware
$43K +$39.8K +904 New
WB
339
Webster Bank
Connecticut
$42K +$40.5K +920 New
EA
340
Edge Advisors
Georgia
$42K +$41K +932 New
AssetMark Inc
341
AssetMark Inc
California
$41K -$2.11K -48 -5%
TF
342
Tompkins Financial
New York
$39K
TDC
343
Thompson Davis & Co
Virginia
$39K +$3.52K +80 +10%
CAW
344
Cornerstone Advisors (Washington)
Washington
$39K +$37.9K +860 New
PFBT
345
Parkside Financial Bank & Trust
Missouri
$34K
MFW
346
Mosaic Family Wealth
Missouri
$32K
TIM
347
Tortoise Investment Management
New York
$31K
JGIA
348
Jackson Grant Investment Advisers
Connecticut
$30K +$176 +4 +0.6%
CTC
349
Central Trust Company
Missouri
$30K +$704 +16 +3%
BWM
350
Baystate Wealth Management
Massachusetts
$28K +$26.2K +596 New

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.