iShares S&P Mid-Cap 400 Growth ETF
735 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 205 reducing their positions, and 22 closing their positions.
155,100% more call options, than puts
Call options by funds: $1.55M | Put options by funds: $1K
455% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 22
35% more funds holding in top 10
Funds holding in top 10: 20 → 27 (+7)
14% more funds holding
Funds holding: 647 → 735 (+88)
11% more capital invested
Capital invested by funds: $5.18B → $5.74B (+$559M)
0.69% more ownership
Funds ownership: 65.93% → 66.62% (+0.69%)
2% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 205
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.4M |
| 2 |
SCM
Sandler Capital Management
New York
|
+$20.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.6M |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$17.7M |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$62.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$28M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$27.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.6M |
| 5 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$6.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
751
Barclays
London,
United Kingdom
| – | -$16K | -200 | Closed |
|
|
JMF
752
Johnson Midwest Financial
Glidden,
Iowa
| – | -$14K | -180 | Closed |
|
|
JPLA
753
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$11K | -136 | Closed |
|
|
RIA
754
RPG Investment Advisory
Pleasanton,
California
| – | -$6K | -80 | Closed |
|
|
LDFR
755
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| – | -$4K | -56 | Closed |
|
|
CI
756
Cordant Inc
Portland,
Oregon
| – | -$3K | -44 | Closed |
|
|
GKWIM
757
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$1K | -1 | Closed |
|
|
CWP
758
Concord Wealth Partners
Abingdon,
Virginia
| – | +$335 | +4 | New |
|
IJK Hedge Fund Activity: Q4 2021 in Review
735 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2021, worth a combined $5.74B — up 11% from $5.18B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new IJK positions and 22 closed out — a net gain of 100 holders — while 201 added to existing stakes and 205 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was LBMC Investment Advisors, cutting an estimated $62.1M.
- 735 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2021, up from 647 in Q3 2021.
- Funds reported $5.74B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 122 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2021 and 22 closed out, a net change of +100 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $41.4M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2021 was LBMC Investment Advisors, an estimated $62.1M sold.
Based on aggregated 13F filings for Q4 2021.