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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$29.4M +$2.04M +36,736 +8%
CDIA
27
Capital Directions Investment Advisors
Georgia
$28.6M -$712K -12,840 -2%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$28.4M +$125K +2,256 +0.5%
SL
29
Salomon & Ludwin
Virginia
$27.1M +$528K +9,520 +2%
MCM
30
MAI Capital Management
Ohio
$26.9M +$432K +7,788 +2%
RFC
31
Regions Financial Corp
Alabama
$25.7M -$646K -11,656 -3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$24.6M +$4.5M +81,124 +23%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$24M -$699K -12,608 -3%
1IA
34
1834 Investment Advisors
Wisconsin
$22.3M +$370K +6,664 +2%
SPIA
35
Steward Partners Investment Advisory
New York
$21.1M -$103K -1,864 -0.5%
WIA
36
World Investment Advisors
California
$21.1M +$1.57M +28,352 +8%
JIC
37
Joel Isaacson & Co
New York
$20.8M +$832K +15,012 +4%
CIM
38
Confluence Investment Management
Missouri
$19.6M +$714K +12,884 +4%
CC
39
Chanos & Company
New York
$17.4M -$1.22M -21,924 -7%
CC
40
Courier Capital
New York
$15M +$90.9K +1,640 +0.6%
FMC
41
First Merchants Corp
Indiana
$15M -$166K -3,000 -1%
SCM
42
Sandler Capital Management
New York
$13.6M +$13.3M +240,000 New
Jones Financial Companies
43
Jones Financial Companies
Missouri
$13.6M -$95.2K -1,716 -0.7%
CAN
44
Cetera Advisor Networks
California
$13.5M -$1.17M -21,068 -8%
CAL
45
Capital Advisors Ltd
Ohio
$13.3M -$1.01M -18,188 -7%
TYCC
46
Texas Yale Capital Corp
Florida
$13.3M -$13M -234,664 -50%
SFI
47
SPC Financial Inc
Maryland
$12.7M +$21.7K +392 +0.2%
M&T Bank
48
M&T Bank
New York
$12.7M -$658K -11,864 -5%
CS
49
Credit Suisse
Switzerland
$12.7M +$8.65M +155,968 +229%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$12.6M -$624K -11,260 -5%

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.