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iShares S&P Mid-Cap 400 Growth ETF
IJK

414 hedge funds and large institutions have $4.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 136 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.92M

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

7% more funds holding

Funds holding: 388 → 414 (+26)

5% more capital invested

Capital invested by funds: $3.84B → $4.04B (+$195M)

0.21% less ownership

Funds ownership: 230.93% → 230.72% (-0.21%)

3% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 136

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
10.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.47%
New
44
Increased
132
Reduced
136
Closed
16
Calls
$11.2M
Puts
$2.92M
Net Calls
+$8.29M
Net Calls Change
+$3.89M

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.8M
2
LI
LVZ Inc
Michigan
+$13.9M
3
TSS
Two Sigma Securities
New York
+$10.4M
4
PFA
Pinnacle Family Advisors
Missouri
+$10.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.44M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
-$27.1M
2
Wells Fargo
Wells Fargo
California
-$13.9M
3
GIA
GHP Investment Advisors
Colorado
-$4.16M
4
SHGA
Sand Hill Global Advisors
California
-$4.14M
5
KeyBank National Association
KeyBank National Association
Ohio
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$18.1M +$3.58M +72,608 +25%
M&T Bank
27
M&T Bank
New York
$17.2M -$771K -15,636 -4%
MCM
28
MAI Capital Management
Ohio
$17.2M +$89.5K +1,816 +0.5%
JIC
29
Joel Isaacson & Co
New York
$16.5M +$99.8K +2,024 +0.6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$15.9M +$9.44M +191,528 +156%
FMC
31
First Merchants Corp
Indiana
$15.7M -$3.01M -61,004 -16%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$15.1M -$1.39M -28,284 -9%
LI
33
LVZ Inc
Michigan
$14.2M +$13.9M +281,496 New
JMPWA
34
JP Morgan Private Wealth Advisors
California
$14M +$30.8K +624 +0.2%
CC
35
Courier Capital
New York
$13.4M -$87.9K -1,784 -0.7%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$13.4M +$597K +12,108 +5%
TYCC
37
Texas Yale Capital Corp
Florida
$13.2M -$150K -3,036 -1%
JP Morgan Chase
38
JP Morgan Chase
New York
$12.9M -$68K -1,380 -0.5%
NPC
39
National Planning Corporation
California
$12.9M +$6.53M +132,420 +108%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$12.9M -$344K -6,972 -3%
FHB
41
First Hawaiian Bank
Hawaii
$12.6M -$553K -11,220 -4%
CAN
42
Cetera Advisor Networks
California
$12.4M +$1.42M +28,800 +13%
CAL
43
Capital Advisors Ltd
Ohio
$11.7M +$166K +3,360 +1%
PCTC
44
Perkins Coie Trust Company
Washington
$11.4M -$156K -3,168 -1%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$11M +$281K +5,704 +3%
SFI
46
SPC Financial Inc
Maryland
$10.7M +$162K +3,280 +2%
TSS
47
Two Sigma Securities
New York
$10.6M +$10.4M +210,464 New
PFA
48
Pinnacle Family Advisors
Missouri
$10.6M +$10.3M +209,464 New
LMIM
49
Lockheed Martin Investment Management
Maryland
$10.5M -$1.59M -32,212 -13%
Citadel Advisors
50
Citadel Advisors
Florida
$10.2M +$4.73M +96,040 +91%
1
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IJK Hedge Fund Activity: Q3 2017 in Review

414 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 Q3 2017, worth a combined $4.04B — up 5.1% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IJK positions and 16 closed out — a net gain of 28 holders — while 132 added to existing stakes and 136 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.8M. The largest seller was Highfields Capital Management, exiting entirely with an estimated $27.1M sold.

  • 414 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2017, up from 388 in Q2 2017.
  • Funds reported $4.04B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 44 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2017 and 16 closed out, a net change of +28 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2017 was LPL Financial, an estimated $16.8M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2017 was Highfields Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2017.