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iShares S&P Mid-Cap 400 Growth ETF

379 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 138 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $6.36M | Put options by funds: $2.1M

115% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 26

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

20% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 115

7% more funds holding

Funds holding: 354379 (+25)

5.88% more ownership

Funds ownership: 231.67%237.55% (+5.9%)

6% more capital invested

Capital invested by funds: $3.27B → $3.45B (+$184M)

Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
9.47%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.6%
New
56
Increased
138
Reduced
115
Closed
26
Calls
$6.36M
Puts
$2.1M
Net Calls
+$4.26M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$7.61M -$2.81M -63,720 -28%
SSB
52
Sandy Spring Bank
Maryland
$7.21M +$128K +2,908 +2%
MA
53
MUFG Americas
New York
$6.99M -$535K -12,156 -7%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$6.88M +$4.42M +100,304 +198%
MBTD
55
Mechanics Bank - Trust Department
California
$6.83M -$96K -2,180 -1%
Comerica Bank
56
Comerica Bank
Texas
$6.52M +$1.7M +38,684 +38%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$5.97M +$2.5M +56,772 +76%
JFA
58
JNBA Financial Advisors
Minnesota
$5.97M +$5.7M +129,560 +9,124%
GT
59
Greenleaf Trust
Michigan
$5.93M -$206K -4,680 -3%
HCA
60
Heck Capital Advisors
Wisconsin
$5.63M +$5.44M +123,616 New
CIM
61
Confluence Investment Management
Missouri
$5.61M -$247K -5,620 -4%
SIA
62
Starfire Investment Advisers
Michigan
$5.45M +$325K +7,372 +7%
PCM
63
Pointe Capital Management
Michigan
$5.45M +$5.27M +119,620 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$5.41M -$22K -500 -0.4%
CWM
65
Cranbrook Wealth Management
Michigan
$5.26M -$31K -704 -0.6%
LFAS
66
Level Four Advisory Services
Texas
$5.23M +$5.06M +114,864 New
GIM
67
Goelzer Investment Management
Indiana
$5.12M +$21.7K +492 +0.4%
FPFS
68
First Personal Financial Services
North Carolina
$4.97M +$431K +9,800 +10%
GLA
69
Great Lakes Advisors
Illinois
$4.96M +$54.6K +1,240 +1%
BEC
70
Blue Edge Capital
Virginia
$4.77M -$123K -2,788 -3%
CA
71
Cetera Advisors
Colorado
$4.75M +$382K +8,680 +9%
UCFA
72
United Capital Financial Advisors
Texas
$4.66M +$185K +4,212 +4%
EDRIA
73
Edmonds Duncan Registered Investment Advisors
Kansas
$4.64M -$43.5K -988 -1%
UWPG
74
Ullmann Wealth Partners Group
Florida
$4.59M +$4.31M +97,832 New
Citadel Advisors
75
Citadel Advisors
Florida
$4.45M -$126K -2,868 -3%

IJK Hedge Fund Activity: Q4 2016 in Review

379 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2016, worth a combined $3.45B — up 5.6% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IJK positions and 26 closed out — a net gain of 30 holders — while 138 added to existing stakes and 115 trimmed.

The largest buyer was Sandler Capital Management, opening a new position worth an estimated $24.8M. The largest seller was Wells Fargo, cutting an estimated $63.7M.

  • 379 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2016, up from 354 in Q3 2016.
  • Funds reported $3.45B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2016, up 5.6% quarter-over-quarter.
  • 56 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2016 and 26 closed out, a net change of +30 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2016 was Sandler Capital Management, an estimated $24.8M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2016 was Wells Fargo, an estimated $63.7M sold.

Based on aggregated 13F filings for Q4 2016.