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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
1IA
26
1834 Investment Advisors
Wisconsin
$18.9M +$23.5K +484 +0.1%
FMC
27
First Merchants Corp
Indiana
$18.2M -$902K -18,540 -5%
M&T Bank
28
M&T Bank
New York
$17.5M -$563K -11,588 -3%
MCM
29
MAI Capital Management
Ohio
$16.6M +$443K +9,112 +3%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$16.1M +$9.95M +204,616 +167%
JIC
31
Joel Isaacson & Co
New York
$15.9M +$489K +10,052 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$14M +$1.44M +29,700 +12%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$13.5M -$437K -8,984 -3%
CC
34
Courier Capital
New York
$13.1M -$54.3K -1,116 -0.4%
TYCC
35
Texas Yale Capital Corp
Florida
$13M +$30.5K +628 +0.2%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$12.9M -$522K -10,732 -4%
FHB
37
First Hawaiian Bank
Hawaii
$12.8M -$1.54M -31,576 -11%
JP Morgan Chase
38
JP Morgan Chase
New York
$12.7M +$211K +4,336 +2%
GIA
39
GHP Investment Advisors
Colorado
$12.6M -$89.9K -1,848 -0.7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$12.4M +$450K +9,260 +4%
LMIM
41
Lockheed Martin Investment Management
Maryland
$11.8M -$5.98M -122,928 -34%
PCTC
42
Perkins Coie Trust Company
Washington
$11.2M +$59.9K +1,232 +0.5%
CAL
43
Capital Advisors Ltd
Ohio
$11.2M +$98.6K +2,028 +0.9%
IFS
44
Ifrah Financial Services
Arkansas
$10.9M -$4.86K -100 -0%
CAN
45
Cetera Advisor Networks
California
$10.6M +$7.23M +148,756 +220%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$10.4M +$460K +9,460 +5%
SFI
47
SPC Financial Inc
Maryland
$10.2M +$267K +5,496 +3%
CIM
48
Confluence Investment Management
Missouri
$9.61M +$6.47M +132,988 +212%
SPIA
49
Steward Partners Investment Advisory
New York
$8.9M +$308K +6,328 +4%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$8.81M +$1.03M +21,172 +13%

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.