iShares S&P Mid-Cap 400 Growth ETF
569 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.
270% more call options, than puts
Call options by funds: $1.64M | Put options by funds: $442K
50% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 42
13% more capital invested
Capital invested by funds: $3.35B → $3.79B (+$437M)
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
3% more funds holding
Funds holding: 552 → 569 (+17)
7.62% less ownership
Funds ownership: 252.32% → 244.7% (-7.6%)
52% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.63M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$6.7M |
| 4 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$4.39M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$4.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$200M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$27.6M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$22M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.2M |
IJK Hedge Fund Activity: Q2 2020 in Review
569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2020, worth a combined $3.79B — up 13% from $3.35B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IJK positions and 42 closed out — a net gain of 21 holders — while 114 added to existing stakes and 237 trimmed.
The largest buyer was Wilmington Savings Fund Society, opening a new position worth an estimated $21M. The largest seller was Wells Fargo, cutting an estimated $200M.
- 569 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2020, up from 552 in Q1 2020.
- Funds reported $3.79B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2020, up 13% quarter-over-quarter.
- 63 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2020 and 42 closed out, a net change of +21 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2020 was Wilmington Savings Fund Society, an estimated $21M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2020 was Wells Fargo, an estimated $200M sold.
Based on aggregated 13F filings for Q2 2020.