We are live on ! Find out more
IJK icon

iShares S&P Mid-Cap 400 Growth ETF

319 hedge funds and large institutions have $3.19B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 102 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

150% more call options, than puts

Call options by funds: $6.48M | Put options by funds: $2.59M

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

20% more capital invested

Capital invested by funds: $2.66B → $3.19B (+$528M)

10.43% more ownership

Funds ownership: 227.88%238.31% (+10%)

9% more funds holding

Funds holding: 293319 (+26)

10% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 102

Holders
319
Holders Change
+26
Holders Change %
+8.87%
% of All Funds
8.5%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
42
Increased
112
Reduced
102
Closed
13
Calls
$6.48M
Puts
$2.59M
Net Calls
+$3.89M
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Advisors Ltd
Ohio
$8.33M +$63.9K +1,544 +0.8%
CAL
52
Capital Analysts LLC
Pennsylvania
$8.22M +$323K +7,800 +4%
Axa
53
Axa
France
$7.62M +$6.91M +166,800 +1,544%
DPIM
54
Duff & Phelps Investment Management
Illinois
$7.24M -$265K -6,400 -4%
CA
55
Cetera Advisors
Colorado
$7.06M +$189K +4,560 +3%
JIC
56
Joel Isaacson & Co
New York
$6.17M +$99K +2,392 +2%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$5.81M +$3.46M +83,620 +161%
MIAN
58
Mariner Independent Advisor Network
Kansas
$5.79M +$5.1M +123,284 +1,040%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$5.73M -$185K -4,472 -3%
JFA
60
JNBA Financial Advisors
Minnesota
$5.7M +$120K +2,908 +2%
SG Americas Securities
61
SG Americas Securities
New York
$5.42M -$1.08M -26,000 -17%
Ameriprise
62
Ameriprise
Minnesota
$5.27M +$551K +13,312 +12%
SRSA
63
S.R. Schill & Associates
Washington
$5.25M +$656K +15,844 +15%
CWM
64
Cranbrook Wealth Management
Michigan
$5.17M -$75.5K -1,824 -1%
SS
65
Simplicity Solutions
Minnesota
$5.07M +$4.9M +118,248 New
GLA
66
Great Lakes Advisors
Illinois
$4.6M -$80.8K -1,952 -2%
SIA
67
Starfire Investment Advisers
Michigan
$4.53M +$4.38M +105,684 New
CAM
68
Concorde Asset Management
Michigan
$4.47M +$4.32M +104,252 New
UCFA
69
United Capital Financial Advisors
Texas
$4.45M +$462K +11,156 +12%
FAAS
70
First Allied Advisory Services
California
$4.38M +$1.9M +45,792 +81%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$4.28M -$2.41M -58,104 -37%
MFS
72
MSI Financial Services
Massachusetts
$4.28M +$3.74M +90,268 +953%
BEC
73
Blue Edge Capital
Virginia
$4.26M -$75K -1,812 -2%
PAG
74
Private Advisor Group
New Jersey
$4.25M -$2.92M -70,564 -42%
AA
75
Alesco Advisors
New York
$4.16M -$203K -4,900 -5%

IJK Hedge Fund Activity: Q1 2015 in Review

319 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2015, worth a combined $3.19B — up 20% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IJK positions and 13 closed out — a net gain of 29 holders — while 112 added to existing stakes and 102 trimmed.

The largest buyer was LPL Financial, adding an estimated $102M. The largest seller was Deutsche Bank, exiting entirely with an estimated $23.2M sold.

  • 319 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2015, up from 293 in Q4 2014.
  • Funds reported $3.19B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2015, up 20% quarter-over-quarter.
  • 42 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2015 and 13 closed out, a net change of +29 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2015 was LPL Financial, an estimated $102M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2015 was Deutsche Bank, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2015.