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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
HDIM
376
Hanson & Doremus Investment Management
Vermont
$4.74K
CWM
377
Catamount Wealth Management
Connecticut
$4K
HI
378
Hudock Inc
Pennsylvania
$3K -$850K -19,316 -100%
CPA
379
Clear Perspective Advisors
Illinois
$3K +$2.64K +60 New
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$2K -$32.6K -740 -95%
IWM
381
IHT Wealth Management
Illinois
$1K +$704 +16 New
VanEck Associates
382
VanEck Associates
New York
-$19.4M -444,344 Closed
CCT
383
Country Club Trust
Missouri
-$3.78M -86,516 Closed
AI
384
Atria Investments
North Carolina
-$1.81M -41,368 Closed
KM
385
Kalos Management
Georgia
-$1.33M -30,380 Closed
BCM
386
Barometer Capital Management
Ontario, Canada
-$856K -19,600 Closed
RIA
387
Regal Investment Advisors
Michigan
-$823K -18,832 Closed
Millennium Management
388
Millennium Management
New York
-$681K -15,588 Closed
BOTW
389
Bank of the West
California
-$532K -12,184 Closed
ATC
390
Argent Trust Co
Tennessee
-$439K -10,040 Closed
PAS
391
Partnervest Advisory Services
California
-$421K -9,628 Closed
BRWA
392
B. Riley Wealth Advisors
Florida
-$377K -8,620 Closed
IHL
393
Investment House LLC
California
-$293K -6,704 Closed
PPA
394
Parametric Portfolio Associates
Washington
-$279K -6,384 Closed
PV
395
Private Vista
Illinois
-$244K -5,896 Closed
DY
396
Dowling & Yahnke
California
-$211K -4,824 Closed
KA
397
Klingman & Associates
New York
-$180K -4,120 Closed
EAMA
398
EFG Asset Management (Americas)
Florida
-$175K -4,000 Closed
BA
399
BKS Advisors
Michigan
-$150K -3,440 Closed
ACM
400
Argentus Capital Management
Texas
-$106K -2,428 Closed

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.