We are live on ! Find out more
IJK icon

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
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$27.3K +$26.4K +600 New
WTB
352
Washington Trust Bank
Washington
$27K +$2.29K +52 +10%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$20K -$7.22K -164 -27%
CFD
354
Creative Financial Designs
Indiana
$19K +$18.7K +424 New
CFA
355
Camarda Financial Advisors
Florida
$19K +$18.8K +428 New
WT
356
Whittier Trust
California
$17K +$1.76K +40 +12%
BCI
357
Brinker Capital Investments
Pennsylvania
$16K -$5.28K -120 -26%
KT
358
Kanaly Trust
Texas
$16K
SWA
359
Sutton Wealth Advisors
Florida
$15.1K
ACS
360
Archford Capital Strategies
Illinois
$14K
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$14K +$1.41K +32 +11%
TC
362
Trust Company
Kansas
$12K
LWCFA
363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K -$15.8K -360 -59%
GWA
364
Guidant Wealth Advisors
Illinois
$11K
UBS AM
365
UBS AM
Illinois
$11K +$10.6K +240 New
MA
366
MCF Advisors
Kentucky
$10K -$176 -4 -2%
EWM
367
Edge Wealth Management
New York
$10K
SIC
368
Salem Investment Counselors
North Carolina
$10K
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$9.86K +224 New
PMFA
370
Plante Moran Financial Advisors
Michigan
$9K
SFG
371
SevenBridge Financial Group
Pennsylvania
$9K
AA
372
Ancora Advisors
Ohio
$9K +$8.81K +200 New
WEC
373
Winslow Evans & Crocker
Massachusetts
$6.2K
IWA
374
IBEX Wealth Advisors
New Jersey
$6K +$6.16K +140 New
ADL
375
Asset Dedication LLC
California
$5K

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.