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iShares S&P Mid-Cap 400 Growth ETF

388 hedge funds and large institutions have $3.84B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 139 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $8M | Put options by funds: $3.6M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 112

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

5% more capital invested

Capital invested by funds: $3.65B → $3.84B (+$198M)

3% more funds holding

Funds holding: 378388 (+10)

4.4% less ownership

Funds ownership: 235.33%230.93% (-4.4%)

Holders
388
Holders Change
+10
Holders Change %
+2.65%
% of All Funds
9.67%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.52%
New
32
Increased
139
Reduced
112
Closed
17
Calls
$8M
Puts
$3.6M
Net Calls
+$4.4M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$4.87M -$4.67K -96 -0.1%
KWMG
77
King Wealth Management Group
Florida
$4.72M +$72.5K +1,492 +2%
LA
78
Leonetti & Associates
Illinois
$4.54M -$103K -2,120 -2%
AIP
79
Ameritas Investment Partners
Nebraska
$4.38M -$19.4K -400 -0.4%
SHGA
80
Sand Hill Global Advisors
California
$4.33M +$98.8K +2,032 +2%
BEC
81
Blue Edge Capital
Virginia
$4.28M -$1.35M -27,736 -24%
US Bancorp
82
US Bancorp
Minnesota
$4.16M +$333K +6,852 +9%
William Blair & Company
83
William Blair & Company
Illinois
$4.09M +$308K +6,324 +8%
WA
84
Winfield Associates
Ohio
$4.08M +$35K +720 +0.9%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$4.07M +$924K +19,012 +30%
CFB
86
Cullen/Frost Bankers
Texas
$4.07M +$201K +4,136 +5%
CB
87
Chemical Bank
Michigan
$3.86M -$53.5K -1,100 -1%
VFA
88
Voya Financial Advisors
Connecticut
$3.77M +$458K +9,428 +14%
BOS
89
Bank of Stockton
California
$3.58M +$89.5K +1,840 +3%
AMG
90
Asset Management Group
Connecticut
$3.56M -$86.4K -1,776 -2%
DBIA
91
Dumont & Blake Investment Advisors
New Jersey
$3.52M +$19.4K +400 +0.6%
BlackRock
92
BlackRock
New York
$3.51M -$474K -9,756 -12%
APP
93
Avantax Planning Partners
Iowa
$3.5M -$146K -3,004 -4%
IA
94
IFP Advisors
Florida
$3.5M +$141K +2,900 +4%
SPC
95
Sigma Planning Corp
Michigan
$3.38M +$24.1K +496 +0.7%
MML Investors Services
96
MML Investors Services
Massachusetts
$3.34M +$3.31M +67,996 New
MGIA
97
Moneta Group Investment Advisors
Missouri
$3.33M
RCAG
98
Rehmann Capital Advisory Group
Michigan
$3.26M -$281K -5,776 -8%
MCM
99
MV Capital Management
Maryland
$3.22M +$136K +2,788 +4%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$3.21M +$87.5K +1,800 +3%

IJK Hedge Fund Activity: Q2 2017 in Review

388 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 Q2 2017, worth a combined $3.84B — up 5.4% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IJK positions and 17 closed out — a net gain of 15 holders — while 139 added to existing stakes and 112 trimmed.

The largest buyer was Wells Fargo, adding an estimated $37.2M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $42.4M sold.

  • 388 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2017, up from 378 in Q1 2017.
  • Funds reported $3.84B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2017 and 17 closed out, a net change of +15 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2017 was Wells Fargo, an estimated $37.2M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2017 was Mariner Independent Advisor Network, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2017.