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iShares S&P Mid-Cap 400 Growth ETF
IJK

293 hedge funds and large institutions have $2.66B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 85 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $4.87M | Put options by funds: $1.45M

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

19% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 85

10% more funds holding

Funds holding: 267 → 293 (+26)

6% more capital invested

Capital invested by funds: $2.51B → $2.66B (+$145M)

3.92% more ownership

Funds ownership: 223.96% → 227.88% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

Holders
293
Holders Change
+26
Holders Change %
+9.74%
% of All Funds
7.82%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
46
Increased
101
Reduced
85
Closed
16
Calls
$4.87M
Puts
$1.45M
Net Calls
+$3.42M
Net Calls Change
+$3.9M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$20.9M
2
MCM
MAI Capital Management
Ohio
+$8.81M
3
CIM
Confluence Investment Management
Missouri
+$6.03M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$5.17M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$4.31M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$35.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.97M
3
Jane Street
Jane Street
New York
-$7.73M
4
BF
BOK Financial
Oklahoma
-$6.57M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCMC
101
Quantum Capital Management (California)
California
$1.78M -$320K -8,240 -16%
NAM
102
NTV Asset Management
West Virginia
$1.69M -$155K -4,000 -9%
DBIA
103
Dumont & Blake Investment Advisors
New Jersey
$1.67M +$34.9K +900 +2%
CCM
104
CWH Capital Management
Washington
$1.65M -$518K -13,340 -24%
PTC
105
Private Trust Company
Ohio
$1.63M +$1.58M +40,736 New
IB
106
Intrust Bank
Kansas
$1.58M -$334K -8,596 -18%
KWMG
107
King Wealth Management Group
Florida
$1.58M +$149K +3,836 +11%
TAM
108
Todd Asset Management
Kentucky
$1.55M -$65.2K -1,680 -4%
DP
109
Dearborn Partners
Illinois
$1.54M – – –
PMG
110
ProVise Management Group
Florida
$1.52M -$7.76K -200 -0.5%
AB
111
Atlas Brown
Kentucky
$1.49M +$111K +2,864 +8%
VFS
112
VSR Financial Services
Kansas
$1.39M +$95.3K +2,456 +8%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.38M -$4.89M -125,852 -78%
SNT
114
Security National Trust
West Virginia
$1.33M +$34.2K +880 +3%
AIG
115
American International Group
New York
$1.32M +$23.9K +616 +2%
FNBT
116
FineMark National Bank & Trust
Florida
$1.29M +$8.85K +228 +0.7%
MCM
117
MV Capital Management
Maryland
$1.28M +$1.25M +32,104 New
NCM
118
Neumann Capital Management
California
$1.25M +$1.21M +31,200 New
CAN
119
Cetera Advisor Networks
California
$1.23M -$99.4K -2,560 -8%
Creative Planning
120
Creative Planning
Kansas
$1.22M +$118K +3,044 +11%
SPC
121
Sigma Planning Corp
Michigan
$1.17M +$1.13M +29,236 New
JIC
122
Johnson Investment Counsel
Ohio
$1.16M -$207K -5,320 -15%
OC
123
Oppenheimer & Co
New York
$1.13M +$39.4K +1,016 +4%
DIA
124
Dana Investment Advisors
Wisconsin
$1.1M +$491K +12,648 +84%
ASN
125
Advisory Services Network
Georgia
$1.08M +$32.9K +848 +3%
3 4
5
6 7

IJK Hedge Fund Activity: Q4 2014 in Review

293 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2014, worth a combined $2.66B — up 5.8% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IJK positions and 16 closed out — a net gain of 30 holders — while 101 added to existing stakes and 85 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.9M. The largest seller was Goldman Sachs, cutting an estimated $35.3M.

  • 293 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2014, up from 267 in Q3 2014.
  • Funds reported $2.66B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2014, up 5.8% quarter-over-quarter.
  • 46 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2014 and 16 closed out, a net change of +30 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2014 was Wells Fargo, an estimated $20.9M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2014 was Goldman Sachs, an estimated $35.3M sold.

Based on aggregated 13F filings for Q4 2014.