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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
M&T Bank
26
M&T Bank
New York
$17.7M -$484K -10,992 -3%
FMC
27
First Merchants Corp
Indiana
$16.9M +$1.44M +32,604 +10%
RFC
28
Regions Financial Corp
Alabama
$15.6M +$95.5K +2,168 +0.6%
Truist Financial
29
Truist Financial
North Carolina
$15.1M +$53K +1,204 +0.4%
MCM
30
MAI Capital Management
Ohio
$15.1M -$719K -16,332 -5%
FHB
31
First Hawaiian Bank
Hawaii
$14.9M -$1.45M -33,004 -9%
JIC
32
Joel Isaacson & Co
New York
$13.5M +$386K +8,776 +3%
CAL
33
Capital Analysts LLC
Pennsylvania
$13.2M +$776K +17,636 +6%
TYCC
34
Texas Yale Capital Corp
Florida
$12.8M -$58.1K -1,320 -0.5%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$12.6M +$496K +11,264 +4%
CC
36
Courier Capital
New York
$12.5M -$74.1K -1,684 -0.6%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$12.4M +$101K +2,288 +0.8%
GIA
38
GHP Investment Advisors
Colorado
$11.9M -$139K -3,160 -1%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$11.8M +$982K +22,300 +9%
LMIM
40
Lockheed Martin Investment Management
Maryland
$11.1M +$3.21M +72,956 +43%
JP Morgan Chase
41
JP Morgan Chase
New York
$10.7M +$613K +13,920 +6%
PCTC
42
Perkins Coie Trust Company
Washington
$10.6M +$9.16K +208 +0.1%
IFS
43
Ifrah Financial Services
Arkansas
$10.5M -$59.7K -1,356 -0.6%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$10.2M +$1.16M +26,264 +13%
CAL
45
Capital Advisors Ltd
Ohio
$9.96M +$464K +10,540 +5%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$9.43M +$2.16M +49,120 +31%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$9.43M -$7.06M -160,420 -44%
SFI
48
SPC Financial Inc
Maryland
$8.79M +$510K +11,584 +6%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$8.14M -$776K -17,632 -9%
DPIM
50
Duff & Phelps Investment Management
Illinois
$7.69M

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.