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iShares S&P Mid-Cap 400 Growth ETF

414 hedge funds and large institutions have $4.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 136 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.92M

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

7% more funds holding

Funds holding: 388414 (+26)

5% more capital invested

Capital invested by funds: $3.84B → $4.04B (+$195M)

0.21% less ownership

Funds ownership: 230.93%230.72% (-0.21%)

3% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 136

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
10.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.47%
New
44
Increased
132
Reduced
136
Closed
16
Calls
$11.2M
Puts
$2.92M
Net Calls
+$8.29M
Net Calls Change
+$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$10.1M +$1.06M +21,408 +12%
SPIA
52
Steward Partners Investment Advisory
New York
$9.44M +$267K +5,420 +3%
DPIM
53
Duff & Phelps Investment Management
Illinois
$8.73M
GIA
54
GHP Investment Advisors
Colorado
$8.67M -$4.16M -84,440 -33%
IFS
55
Ifrah Financial Services
Arkansas
$8.54M -$2.63M -53,448 -24%
CIM
56
Confluence Investment Management
Missouri
$8.41M -$1.44M -29,248 -15%
CS
57
Credit Suisse
Switzerland
$8.24M +$6.86M +139,224 +587%
HighTower Advisors
58
HighTower Advisors
Illinois
$8.13M -$171K -3,476 -2%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$8.04M -$615K -12,476 -7%
CA
60
Cetera Advisors
Colorado
$7.36M +$126K +2,560 +2%
MA
61
MUFG Americas
New York
$7.26M -$218K -4,420 -3%
Comerica Bank
62
Comerica Bank
Texas
$7.16M -$1.01M -20,516 -13%
SSB
63
Sandy Spring Bank
Maryland
$6.98M -$883K -17,908 -11%
CAG
64
Csenge Advisory Group
Florida
$6.9M +$6.72M +136,340 New
MBTD
65
Mechanics Bank - Trust Department
California
$6.54M -$223K -4,532 -3%
PFG
66
Piershale Financial Group
Illinois
$6.52M +$6.35M +128,840 New
SIA
67
Starfire Investment Advisers
Michigan
$6.47M +$100K +2,036 +2%
HCA
68
Heck Capital Advisors
Wisconsin
$6.35M +$39.2K +796 +0.6%
JFA
69
JNBA Financial Advisors
Minnesota
$6.22M -$213K -4,328 -3%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$6.15M +$1.91M +38,736 +47%
LFAS
71
Level Four Advisory Services
Texas
$6.08M +$179K +3,628 +3%
GLA
72
Great Lakes Advisors
Illinois
$5.95M +$8.87K +180 +0.2%
FPFS
73
First Personal Financial Services
North Carolina
$5.85M +$39.4K +800 +0.7%
PAG
74
Private Advisor Group
New Jersey
$5.85M +$102K +2,076 +2%
AG
75
Advisor Group
Arizona
$5.79M +$606K +12,292 +12%

IJK Hedge Fund Activity: Q3 2017 in Review

414 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2017, worth a combined $4.04B — up 5.1% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IJK positions and 16 closed out — a net gain of 28 holders — while 132 added to existing stakes and 136 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.8M. The largest seller was Highfields Capital Management, exiting entirely with an estimated $27.1M sold.

  • 414 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2017, up from 388 in Q2 2017.
  • Funds reported $4.04B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 44 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2017 and 16 closed out, a net change of +28 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2017 was LPL Financial, an estimated $16.8M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2017 was Highfields Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2017.