iShares S&P Mid-Cap 400 Growth ETF
617 hedge funds and large institutions have $4.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 155 increasing their positions, 199 reducing their positions, and 28 closing their positions.
343% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 28
17% more funds holding
Funds holding: 527 → 617 (+90)
14% more funds holding in top 10
Funds holding in top 10: 22 → 25 (+3)
5% more capital invested
Capital invested by funds: $4.54B → $4.78B (+$238M)
3.57% more ownership
Funds ownership: 247.94% → 251.51% (+3.6%)
22% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.8M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$31.2M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$14.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.52M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$3.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$56.7M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$22M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$19M |
| 4 |
LPL Financial
San Diego,
California
|
-$18.7M |
| 5 |
SCM
Sandler Capital Management
New York
|
-$18.1M |
IJK Hedge Fund Activity: Q4 2019 in Review
617 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2019, worth a combined $4.78B — up 5.2% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new IJK positions and 28 closed out — a net gain of 96 holders — while 155 added to existing stakes and 199 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $38.8M. The largest seller was Stifel Financial, cutting an estimated $56.7M.
- 617 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2019, up from 527 in Q3 2019.
- Funds reported $4.78B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2019, up 5.2% quarter-over-quarter.
- 124 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2019 and 28 closed out, a net change of +96 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $38.8M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2019 was Stifel Financial, an estimated $56.7M sold.
Based on aggregated 13F filings for Q4 2019.