We are live on ! Find out more
IJK icon

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
IIC
326
Integrated Investment Consultants
Michigan
$111K
KF
327
Krilogy Financial
Missouri
$111K +$2.72K +56 +3%
ACM
328
Armbruster Capital Management
New York
$103K
WA
329
WFG Advisors
Texas
$99K +$54.5K +1,120 +124%
VNA
330
Valley National Advisers
Pennsylvania
$90K
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.5K +$84.6K +1,740 New
TCOV
332
Trust Company of Vermont
Vermont
$85K
TWA
333
TCI Wealth Advisors
Arizona
$84K +$82.9K +1,704 New
SFSIG
334
San Francisco Sentry Investment Group
California
$78K +$76.8K +1,580 New
ANBT
335
American National Bank & Trust
Texas
$77K
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$75.3K
BP
337
Ballentine Partners
Massachusetts
$74K +$71.4K +1,468 New
NSB
338
Norway Savings Bank
Maine
$71K
PS
339
Portfolio Solutions
Michigan
$69K
EWM
340
Endurance Wealth Management
Rhode Island
$68K
QCG
341
Quadrant Capital Group
Ohio
$68K
EWM
342
Evercore Wealth Management
New York
$66K
BC
343
Bartlett & Co
Ohio
$64K
ST
344
Smithfield Trust
Pennsylvania
$63K -$27K -556 -30%
SQA
345
Simon Quick Advisors
New Jersey
$58K
AIA
346
Armor Investment Advisors
North Carolina
$53K
SAM
347
Solaris Asset Management
New York
$53K
FCMT
348
Founders Capital Management (Texas)
Texas
$48K
BRC
349
Bell Rock Capital
Delaware
$45K
EA
350
Edge Advisors
Georgia
$45K

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.