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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
RIA
526
RPG Investment Advisory
California
$5K
WCG
527
Weaver Consulting Group
California
$5K
LWA
528
Lowe Wealth Advisors
Maryland
$4K
PWMG
529
Prestige Wealth Management Group
New Jersey
$3K -$34.2K -616 -92%
HI
530
Hudock Inc
Pennsylvania
$3K
MWM
531
Meridian Wealth Management
Kentucky
$2.8K +$665 +12 +0.2%
UB
532
UMB Bank
Missouri
$2.32K +$64.8K +1,168 +3%
MCM
533
McMillion Capital Management
North Carolina
$2K +$1.55K +28 New
IWA
534
IBEX Wealth Advisors
New Jersey
$2K +$2.44K +44 New
GT
535
Glenmede Trust
Pennsylvania
$1.18K +$13.5K +244 +1%
PC
536
Permanens Capital
New York
$1K +$665 +12 New
KCPG
537
Kavar Capital Partners Group
Kansas
$1K +$1.33K +24 New
BRWM
538
B. Riley Wealth Management
Tennessee
$283 +$12.4K +224 +5%
WIM
539
Westside Investment Management
California
$11 +$11.1K +200 New
TRCT
540
Tower Research Capital (TRC)
New York
-$3.8M -69,404 Closed
GFPC
541
Global Financial Private Capital
Florida
-$2.27M -41,540 Closed
SS
542
Simplicity Solutions
Minnesota
-$1.96M -35,704 Closed
SWM
543
Strategic Wealth Management
Washington
-$1.49M -27,256 Closed
RhumbLine Advisers
544
RhumbLine Advisers
Massachusetts
-$504K -9,204 Closed
Cetera Investment Advisers
545
Cetera Investment Advisers
Illinois
-$404K -7,332 Closed
TFS
546
Thoroughbred Financial Services
Tennessee
-$367K -6,696 Closed
SHWM
547
Smith & Howard Wealth Management
Georgia
-$362K -6,604 Closed
PWS
548
Paragon Wealth Strategies
Florida
-$361K -6,600 Closed
SEI Investments
549
SEI Investments
Pennsylvania
-$310K -5,660 Closed
FEM
550
Fulcrum Equity Management
Texas
-$271K -4,948 Closed

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.