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
WB
351
Webster Bank
Connecticut
$45K
TDC
352
Thompson Davis & Co
Virginia
$42K
TF
353
Tompkins Financial
New York
$42K
PA
354
Parallel Advisors
California
$42K +$1.95K +40 +5%
Manulife (Manufacturers Life Insurance)
355
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42K +$16.3K +336 +66%
CFD
356
Creative Financial Designs
Indiana
$39K +$29.2K +600 +300%
CFN
357
Cordasco Financial Network
Florida
$38K
PFBT
358
Parkside Financial Bank & Trust
Missouri
$37K
JGIA
359
Jackson Grant Investment Advisers
Connecticut
$33K
TIM
360
Tortoise Investment Management
New York
$33K
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$33K +$10.7K +220 +50%
WTB
362
Washington Trust Bank
Washington
$31K +$4.86K +100 +19%
CTC
363
Central Trust Company
Missouri
$30K -$973 -20 -3%
BWM
364
Baystate Wealth Management
Massachusetts
$30K
DBT
365
Dubuque Bank & Trust
Iowa
$28K
NA
366
NewEdge Advisors
Louisiana
$24.2K +$23.9K +492 New
CG
367
Cutler Group
California
$23K +$23.7K +488 New
AssetMark Inc
368
AssetMark Inc
California
$19K -$5.83K -120 -24%
WT
369
Whittier Trust
California
$19K
SWA
370
Sutton Wealth Advisors
Florida
$16.3K
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$15K +$15.2K +312 New
TC
372
Trust Company
Kansas
$13K
MFW
373
Mosaic Family Wealth
Missouri
$12K -$22.4K -460 -65%
UBS AM
374
UBS AM
Illinois
$11.8K
EWM
375
Edge Wealth Management
New York
$11K

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.