iShares S&P Mid-Cap 400 Growth ETF
527 hedge funds and large institutions have $4.54B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 42 closing their positions.
1.71% more ownership
Funds ownership: 246.23% → 247.94% (+1.7%)
1% less call options, than puts
Call options by funds: $672K | Put options by funds: $677K
3% less capital invested
Capital invested by funds: $4.7B → $4.54B (-$158M)
10% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 42
2% less funds holding
Funds holding: 537 → 527 (-10)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
27% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$27.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$9.75M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$8.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$105M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$44M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$21.2M |
| 4 |
CC
Chanos & Company
New York
|
-$17.4M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$7.14M |
IJK Hedge Fund Activity: Q3 2019 in Review
527 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2019, worth a combined $4.54B — down 3.4% from $4.7B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of IJK and 38 opened new positions — a net loss of 4 holders — while 187 trimmed existing stakes and 137 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $27.5M. The largest seller was Wells Fargo, cutting an estimated $105M.
- 527 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2019, down from 537 in Q2 2019.
- Funds reported $4.54B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2019, down 3.4% quarter-over-quarter.
- 38 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2019 and 42 closed out, a net change of -4 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $27.5M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2019 was Wells Fargo, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2019.