IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
76
Asset Management Group
Connecticut
$3.1M +$2.58K +68 +0.1%
UCFA
77
United Capital Financial Advisors
Texas
$3.1M -$219K -5,780 -7%
HB
78
Homrich & Berg
Georgia
$3.05M +$1.21M +54,208 +66%
FAAS
79
First Allied Advisory Services
California
$2.94M +$56.9K +1,504 +2%
LPT
80
Legacy Private Trust
Wisconsin
$2.86M -$326K -8,620 -10%
AIP
81
Ameritas Investment Partners
Nebraska
$2.83M +$457K +12,064 +19%
PI
82
Placemark Investments
Illinois
$2.65M +$1.65M +43,648 +165%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$2.64M -$26.7K -704 -1%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$2.59M +$1.67K +44 +0.1%
NES
85
New England Securities
New York
$2.39M +$275K +7,260 +13%
GIM
86
Goelzer Investment Management
Indiana
$2.38M +$26.8K +708 +1%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$2.31M -$16.1K -424 -0.7%
GT
88
Greenleaf Trust
Michigan
$2.3M -$1.63M -42,956 -41%
Citigroup
89
Citigroup
New York
$2.24M -$49.4K -1,304 -2%
CCT
90
Country Club Trust
Missouri
$2.12M -$57.6K -1,520 -3%
CCM
91
CWH Capital Management
Washington
$2.07M -$181K -4,776 -8%
BAM
92
Barrett Asset Management
New York
$2.06M -$303 -8 -0%
QCMC
93
Quantum Capital Management (California)
California
$2M -$286K -7,548 -13%
ECM
94
Exchange Capital Management
Michigan
$1.93M -$145K -3,836 -7%
TPSF
95
Texas Permanent School Fund
Texas
$1.84M – – –
First Trust Advisors
96
First Trust Advisors
Illinois
$1.84M +$53.3K +1,408 +3%
CMP
97
Courage Miller Partners
Virginia
$1.83M +$69.3K +1,832 +4%
IB
98
Intrust Bank
Kansas
$1.83M -$13.3K -352 -0.7%
US Bancorp
99
US Bancorp
Minnesota
$1.81M +$539K +14,224 +42%
LMIM
100
Lockheed Martin Investment Management
Maryland
$1.79M -$8.28M -218,680 -82%
2 3
4
5 6