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iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $950K

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

2.58% more ownership

Funds ownership: 243.65%246.23% (+2.6%)

3% more capital invested

Capital invested by funds: $4.58B → $4.7B (+$116M)

0% more funds holding

Funds holding: 535537 (+2)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
376
Highland Capital Management (Tennessee)
Tennessee
$262K -$8.87K -160 -3%
WF
377
Welch & Forbes
Massachusetts
$260K +$11.1K +200 +5%
MCM
378
Mainstay Capital Management
Michigan
$260K +$256K +4,612 New
WCM
379
Wealthcare Capital Management
Virginia
$255K
CPA
380
Clear Perspective Advisors
Illinois
$254K
FIB
381
First Interstate Bank
Montana
$251K +$80.3K +1,448 +48%
GLA
382
Good Life Advisors
Pennsylvania
$250K +$444 +8 +0.2%
WSTAM
383
Wilbanks Smith & Thomas Asset Management
Virginia
$250K +$11.1K +200 +5%
AWM
384
Affinity Wealth Management
Delaware
$249K -$10.2K -184 -4%
AMG
385
Advisors Management Group
Wisconsin
$248K -$36.2K -652 -13%
GWS
386
Glassman Wealth Services
Virginia
$247K
BRWA
387
B. Riley Wealth Advisors
Florida
$243K +$238K +4,300 New
CCM
388
Condor Capital Management
New Jersey
$238K -$4.88K -88 -2%
MMHP
389
Murphy Middleton Hinkle & Parker
Georgia
$237K +$444 +8 +0.2%
FWCM
390
Ferguson Wellman Capital Management
Oregon
$236K
TWP
391
Total Wealth Planning
Ohio
$236K +$222 +4 +0.1%
CIC
392
Carnegie Investment Counsel
Ohio
$236K +$9.76K +176 +4%
BS
393
Boenning & Scattergood
Pennsylvania
$235K -$27.7K -500 -11%
IFWM
394
Institute for Wealth Management
Colorado
$234K -$1.11K -20 -0.5%
JWBC
395
J.W. Burns & Co
New York
$231K
NFC
396
Northeast Financial Consultants
Connecticut
$230K
LNC
397
Lincoln National Corp
Pennsylvania
$225K +$220K +3,976 New
BL
398
BFSG LLC
California
$224K
KCM
399
Kendall Capital Management
Maryland
$224K +$6.21K +112 +3%
APSP
400
Asset Planning Services (Pennsylvania)
Pennsylvania
$219K

IJK Hedge Fund Activity: Q2 2019 in Review

537 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2019, worth a combined $4.7B — up 2.5% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IJK positions and 39 closed out — a net gain of 11 holders — while 164 added to existing stakes and 172 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $24.7M. The largest seller was Wells Fargo, cutting an estimated $34M.

  • 537 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $4.7B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 50 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2019 and 39 closed out, a net change of +11 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $24.7M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2019 was Wells Fargo, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2019.