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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
MA
376
MCF Advisors
Kentucky
$11K
WIM
377
Westside Investment Management
California
$9.83K
PMFA
378
Plante Moran Financial Advisors
Michigan
$9K
SFG
379
SevenBridge Financial Group
Pennsylvania
$8K
LNB
380
Ledyard National Bank
$7K
HIIFS
381
Harel Insurance Investments & Financial Services
Israel
$7K +$6.61K +136 New
SEI Investments
382
SEI Investments
Pennsylvania
$7K +$6.81K +140 New
WEC
383
Winslow Evans & Crocker
Massachusetts
$6.68K
ADL
384
Asset Dedication LLC
California
$6K
SIAS
385
Shine Investment Advisory Services
Colorado
$6K +$6.03K +124 New
AF
386
Allworth Financial
California
$5K +$5.06K +104 New
CWM
387
Catamount Wealth Management
Connecticut
$4K
RIA
388
RPG Investment Advisory
California
$4K +$3.89K +80 New
CPA
389
Clear Perspective Advisors
Illinois
$3K -$2.92K -60 Closed
IWM
390
IHT Wealth Management
Illinois
$1 +$280K +5,768 +266%
MIAN
391
Mariner Independent Advisor Network
Kansas
-$42.4M -887,564 Closed
MM
392
Main Management
California
-$10.7M -224,836 Closed
CCT
393
Country Club Trust
Missouri
-$1.97M -41,180 Closed
CC
394
Cedar Capital
Illinois
-$953K -19,960 Closed
TW
395
Transform Wealth
Colorado
-$939K -19,680 Closed
FMBTD
396
First Midwest Bank Trust Division
Illinois
-$311K -6,520 Closed
SG Americas Securities
397
SG Americas Securities
New York
-$310K -6,504 Closed
Cerity Partners
398
Cerity Partners
New York
-$217K -4,544 Closed
SBIA
399
Sheaff Brock Investment Advisors
Indiana
-$207K -4,340 Closed
TAIM
400
TD Ameritrade Investment Management
Nebraska
-$167K -3,492 Closed

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.