We are live on ! Find out more
IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

223 hedge funds and large institutions have $2.05B invested in iShares S&P Mid-Cap 400 Growth ETF in 2013 Q2 according to their latest regulatory filings, with 223 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

221.61% more ownership

Funds ownership: 0% → 221.61% (+222%)

201% more call options, than puts

Call options by funds: $6M | Put options by funds: $2M

Holders
223
Holders Change
+223
Holders Change %
–
% of All Funds
7.28%
Holding in Top 10
14
Holding in Top 10 Change
+14
Holding in Top 10 Change %
% of All Funds
0.46%
New
223
Increased
–
Reduced
–
Closed
–
Calls
$6M
Puts
$2M
Net Calls
+$4.01M
Net Calls Change
+$4.01M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
101
ProVise Management Group
Florida
$1.16M +$1.17M +36,136 New
ECM
102
Exchange Capital Management
Michigan
$1.15M +$1.15M +35,544 New
CG
103
Colony Group
Massachusetts
$1.11M +$1.12M +34,444 New
PTC
104
Private Trust Company
Ohio
$1.09M +$1.1M +33,860 New
SNT
105
Security National Trust
West Virginia
$1.07M +$1.08M +33,300 New
BHWM
106
Bar Harbor Wealth Management
New Hampshire
$1.07M +$1.08M +33,276 New
OC
107
Oppenheimer & Co
New York
$975K +$983K +30,276 New
MCTIC
108
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$893K +$900K +27,720 New
MFS
109
MSI Financial Services
Massachusetts
$861K +$867K +26,728 New
SFS
110
Signator Financial Services
Massachusetts
$859K +$866K +26,684 New
AFC
111
AFT Forsyth & Company
Florida
$824K +$830K +25,584 New
William Blair & Company
112
William Blair & Company
Illinois
$820K +$827K +25,476 New
JWBC
113
J.W. Burns & Co
New York
$810K +$817K +25,160 New
CAN
114
Cetera Advisor Networks
California
$783K +$789K +24,300 New
SG
115
Somerset Group
Minnesota
$783K +$789K +24,320 New
BOK
116
Bank of Kentucky
Kentucky
$751K +$757K +23,320 New
PWAP
117
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$747K +$752K +23,184 New
CWM
118
Cabot Wealth Management
Massachusetts
$742K +$748K +23,044 New
ICAS
119
Investors Capital Advisory Services
Massachusetts
$737K +$743K +22,888 New
Natixis Advisors
120
Natixis Advisors
Massachusetts
$662K +$667K +20,544 New
CBN
121
Cadence Bank NA
Texas
$661K +$666K +20,520 New
Invesco
122
Invesco
Georgia
$623K +$628K +19,360 New
FTIOP
123
Fiduciary Trust International of Pennsylvania
Pennsylvania
$615K +$620K +19,108 New
CW
124
Cobiz Wealth
Colorado
$602K +$606K +18,688 New
GT
125
Glenmede Trust
Pennsylvania
$564K +$569K +17,548 New
3 4
5
6 7

IJK Hedge Fund Activity: Q2 2013 in Review

223 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2013, worth a combined $2.05B.

Buyers outnumbered sellers: 223 funds opened new IJK positions and 0 closed out — a net gain of 223 holders — while 0 added to existing stakes and 0 trimmed.

  • 223 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.05B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2013.
  • 223 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2013 and 0 closed out, a net change of +223 holders.

Based on aggregated 13F filings for Q2 2013.