iShares S&P Mid-Cap 400 Growth ETF
378 hedge funds and large institutions have $3.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 31 closing their positions.
471% more call options, than puts
Call options by funds: $7.01M | Put options by funds: $1.23M
6% more capital invested
Capital invested by funds: $3.45B → $3.65B (+$190M)
7% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 122
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
0% less funds holding
Funds holding: 379 → 378 (-1)
2.22% less ownership
Funds ownership: 237.55% → 235.33% (-2.2%)
25% less funds holding in top 10
Funds holding in top 10: 24 → 18 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$41.9M |
| 2 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$26M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.9M |
| 4 |
Morgan Stanley
New York
|
+$12.6M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sandler Capital Management
New York
|
-$25.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$19.4M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$12.7M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$12.7M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.72M |
IJK Hedge Fund Activity: Q1 2017 in Review
378 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2017, worth a combined $3.65B — up 5.5% from $3.45B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IJK positions and 31 closed out — a net gain of 2 holders — while 131 added to existing stakes and 122 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $41.9M. The largest seller was Sandler Capital Management, exiting entirely with an estimated $25.7M sold.
- 378 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2017, down from 379 in Q4 2016.
- Funds reported $3.65B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2017, up 5.5% quarter-over-quarter.
- 33 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2017 and 31 closed out, a net change of +2 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2017 was Mariner Independent Advisor Network, an estimated $41.9M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2017 was Sandler Capital Management, an estimated $25.7M sold.
Based on aggregated 13F filings for Q1 2017.