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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
IFS
51
Ifrah Financial Services
Arkansas
$12.4M +$88.3K +1,592 +0.7%
Axa
52
Axa
France
$12.4M
CA
53
Centerpoint Advisors
Massachusetts
$11.4M -$1.73M -31,152 -13%
PCTC
54
Perkins Coie Trust Company
Washington
$11.2M -$1.09M -19,572 -9%
CAG
55
Csenge Advisory Group
Florida
$10M -$1.15M -20,740 -10%
BFM
56
Broadview Financial Management
Wisconsin
$9.98M -$99.6K -1,796 -1%
DPIM
57
Duff & Phelps Investment Management
Illinois
$9.76M
FHB
58
First Hawaiian Bank
Hawaii
$9.48M -$992K -17,892 -10%
QCM
59
Quest Capital Management
Texas
$9.36M -$239K -4,308 -3%
GIM
60
Goelzer Investment Management
Indiana
$9.05M -$500K -9,016 -5%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$8.65M -$435K -7,852 -5%
GIA
62
GHP Investment Advisors
Colorado
$8.62M -$117K -2,116 -1%
AG
63
Advisor Group
Arizona
$8.56M +$290K +5,228 +4%
HCM
64
Hudson Capital Management
New Jersey
$8.52M +$1.07M +19,368 +15%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$8.45M +$5.32K +96 +0.1%
GT
66
Greenleaf Trust
Michigan
$7.83M +$99.4K +1,792 +1%
SPC
67
Sigma Planning Corp
Michigan
$7.75M -$865K -15,604 -10%
US Bancorp
68
US Bancorp
Minnesota
$7.44M +$212K +3,832 +3%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$7.33M +$605K +10,912 +9%
MA
70
MUFG Americas
New York
$7.28M -$26.6K -480 -0.4%
HCA
71
Heck Capital Advisors
Wisconsin
$7.22M -$21.1K -380 -0.3%
LMIM
72
Lockheed Martin Investment Management
Maryland
$7.14M -$987K -17,800 -12%
FPFS
73
First Personal Financial Services
North Carolina
$7.14M +$134K +2,412 +2%
MBTD
74
Mechanics Bank - Trust Department
California
$7.02M +$9.54K +172 +0.1%
SIA
75
Starfire Investment Advisers
Michigan
$7.01M -$10.2K -184 -0.1%

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.