iShares S&P Mid-Cap 400 Growth ETF
481 hedge funds and large institutions have $4.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 27 closing their positions.
67% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 27
48% more call options, than puts
Call options by funds: $4.66M | Put options by funds: $3.14M
27% more funds holding in top 10
Funds holding in top 10: 22 → 28 (+6)
9% more capital invested
Capital invested by funds: $4.27B → $4.65B (+$375M)
8.57% more ownership
Funds ownership: 227.28% → 235.85% (+8.6%)
3% more funds holding
Funds holding: 466 → 481 (+15)
1% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$145M |
| 2 |
LPL Financial
San Diego,
California
|
+$64M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$21.9M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$13.7M |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$9.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$21.1M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$18.2M |
| 3 |
Goldman Sachs
New York
|
-$9.31M |
| 4 |
TSS
Two Sigma Securities
New York
|
-$9.22M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$6.91M |
IJK Hedge Fund Activity: Q1 2018 in Review
481 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2018, worth a combined $4.65B — up 8.8% from $4.27B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IJK positions and 27 closed out — a net gain of 18 holders — while 153 added to existing stakes and 152 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $145M. The largest seller was Wells Fargo, cutting an estimated $21.1M.
- 481 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2018, up from 466 in Q4 2017.
- Funds reported $4.65B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2018, up 8.8% quarter-over-quarter.
- 45 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2018 and 27 closed out, a net change of +18 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2018 was Morgan Stanley, an estimated $145M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2018 was Wells Fargo, an estimated $21.1M sold.
Based on aggregated 13F filings for Q1 2018.