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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
SIS
476
Sound Income Strategies
Florida
$44K
MF
477
Manchester Financial
California
$42K +$41K +740 New
DAC
478
Dividend Assets Capital
South Carolina
$40K +$38.8K +700 New
FCB
479
First Command Bank
Texas
$39K
FCFS
480
First Command Financial Services
Texas
$39K
JGIA
481
Jackson Grant Investment Advisers
Connecticut
$39K
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$39K +$222 +4 +0.6%
TIM
483
Tortoise Investment Management
New York
$38K
CI
484
CX Institutional
Indiana
$37K -$55.2K -996 -60%
BWM
485
Baystate Wealth Management
Massachusetts
$34K
MCM
486
Manchester Capital Management
Vermont
$34K +$11.1K +200 +50%
ETI
487
Enterprise Trust & Investment
California
$34K +$33.5K +604 New
BFC
488
Bedel Financial Consulting
Indiana
$31K +$7.76K +140 +35%
IBOK
489
Independence Bank of Kentucky
Kentucky
$30K
WP
490
WealthShield Partners
North Carolina
$30K
POIA
491
Pin Oak Investment Advisors
Texas
$29K
ADL
492
Asset Dedication LLC
California
$28K
SWA
493
Sutton Wealth Advisors
Florida
$26.7K
SIAP
494
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K
CBT
495
Capital Bank & Trust
California
$23K
CICI
496
Capital Investment Counsel Inc
North Carolina
$22K
CTB
497
Country Trust Bank
Illinois
$22K
HDIM
498
Hanson & Doremus Investment Management
Vermont
$22K +$22K +396 New
Deutsche Bank
499
Deutsche Bank
Germany
$20K
TL
500
TrueWealth LLC
Georgia
$20K

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.