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iShares S&P Mid-Cap 400 Growth ETF

414 hedge funds and large institutions have $4.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 136 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.92M

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

7% more funds holding

Funds holding: 388414 (+26)

5% more capital invested

Capital invested by funds: $3.84B → $4.04B (+$195M)

0.21% less ownership

Funds ownership: 230.93%230.72% (-0.21%)

3% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 136

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
10.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.47%
New
44
Increased
132
Reduced
136
Closed
16
Calls
$11.2M
Puts
$2.92M
Net Calls
+$8.29M
Net Calls Change
+$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
76
Greenleaf Trust
Michigan
$5.68M -$982K -19,916 -15%
CWM
77
Cranbrook Wealth Management
Michigan
$5.42M -$49.3K -1,000 -0.9%
HNB
78
Huntington National Bank
Ohio
$5.41M
MML Investors Services
79
MML Investors Services
Massachusetts
$5.37M +$1.88M +38,108 +56%
FAAS
80
First Allied Advisory Services
California
$5.27M -$58.6K -1,188 -1%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$5.17M +$1.82M +36,988 +57%
SPC
82
Sigma Planning Corp
Michigan
$5.07M +$1.55M +31,476 +46%
GIM
83
Goelzer Investment Management
Indiana
$5.05M -$80.2K -1,628 -2%
UCFA
84
United Capital Financial Advisors
Texas
$5.02M +$10.4K +212 +0.2%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$4.97M +$3.93M +79,736 +431%
KWMG
86
King Wealth Management Group
Florida
$4.89M +$31.4K +636 +0.7%
UWPG
87
Ullmann Wealth Partners Group
Florida
$4.59M +$2.02M +41,052 +64%
AIP
88
Ameritas Investment Partners
Nebraska
$4.57M +$177K +3,600 +4%
LA
89
Leonetti & Associates
Illinois
$4.54M -$120K -2,436 -3%
BEC
90
Blue Edge Capital
Virginia
$4.33M -$69.8K -1,416 -2%
WA
91
Winfield Associates
Ohio
$4.28M +$73.9K +1,500 +2%
William Blair & Company
92
William Blair & Company
Illinois
$4.22M +$3.15K +64 +0.1%
CB
93
Chemical Bank
Michigan
$4.15M +$169K +3,424 +4%
IA
94
IFP Advisors
Florida
$4.14M +$525K +10,656 +15%
VFA
95
Voya Financial Advisors
Connecticut
$4.06M +$173K +3,512 +5%
US Bancorp
96
US Bancorp
Minnesota
$3.98M -$287K -5,824 -7%
CFB
97
Cullen/Frost Bankers
Texas
$3.92M -$264K -5,360 -6%
BOS
98
Bank of Stockton
California
$3.79M +$98.6K +2,000 +3%
DBIA
99
Dumont & Blake Investment Advisors
New Jersey
$3.68M +$56.2K +1,140 +2%
BlackRock
100
BlackRock
New York
$3.62M

IJK Hedge Fund Activity: Q3 2017 in Review

414 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 Q3 2017, worth a combined $4.04B — up 5.1% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IJK positions and 16 closed out — a net gain of 28 holders — while 132 added to existing stakes and 136 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.8M. The largest seller was Highfields Capital Management, exiting entirely with an estimated $27.1M sold.

  • 414 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2017, up from 388 in Q2 2017.
  • Funds reported $4.04B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 44 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2017 and 16 closed out, a net change of +28 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2017 was LPL Financial, an estimated $16.8M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2017 was Highfields Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2017.