iShares S&P Mid-Cap 400 Growth ETF
585 hedge funds and large institutions have $4.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 154 increasing their positions, 208 reducing their positions, and 43 closing their positions.
1,650% more call options, than puts
Call options by funds: $5.02M | Put options by funds: $287K
49% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 43
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
8% more capital invested
Capital invested by funds: $3.79B → $4.11B (+$320M)
7.27% more ownership
Funds ownership: 244.7% → 251.97% (+7.3%)
3% more funds holding
Funds holding: 569 → 585 (+16)
26% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 208
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Courier Capital
Buffalo,
New York
|
+$43.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$17.7M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$16.1M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$15.2M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$30.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.94M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$7.67M |
| 5 |
CA
Centerpoint Advisors
Needham,
Massachusetts
|
-$6.79M |
IJK Hedge Fund Activity: Q3 2020 in Review
585 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2020, worth a combined $4.11B — up 8.5% from $3.79B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IJK positions and 43 closed out — a net gain of 21 holders — while 154 added to existing stakes and 208 trimmed.
The largest buyer was Courier Capital, adding an estimated $43.1M. The largest seller was Financial Engines Advisors, cutting an estimated $30.2M.
- 585 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2020, up from 569 in Q2 2020.
- Funds reported $4.11B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2020, up 8.5% quarter-over-quarter.
- 64 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2020 and 43 closed out, a net change of +21 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2020 was Courier Capital, an estimated $43.1M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2020 was Financial Engines Advisors, an estimated $30.2M sold.
Based on aggregated 13F filings for Q3 2020.