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iShares S&P Mid-Cap 400 Growth ETF

379 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 138 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $6.36M | Put options by funds: $2.1M

115% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 26

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

20% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 115

7% more funds holding

Funds holding: 354379 (+25)

5.88% more ownership

Funds ownership: 231.67%237.55% (+5.9%)

6% more capital invested

Capital invested by funds: $3.27B → $3.45B (+$184M)

Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
9.47%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.6%
New
56
Increased
138
Reduced
115
Closed
26
Calls
$6.36M
Puts
$2.1M
Net Calls
+$4.26M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$2.93M +$60.8K +1,380 +2%
IA
102
IFP Advisors
Florida
$2.92M +$585K +13,288 +26%
BMCM
103
Bryn Mawr Capital Management
Pennsylvania
$2.9M +$2.81M +63,756 New
AG
104
Advisor Group
Arizona
$2.85M -$788K -17,892 -22%
NFG
105
NewFocus Financial Group
Washington
$2.81M -$14.3K -324 -0.5%
First Trust Advisors
106
First Trust Advisors
Illinois
$2.77M -$12.5K -284 -0.5%
HNB
107
Huntington National Bank
Ohio
$2.75M
Bank of New York Mellon
108
Bank of New York Mellon
New York
$2.72M -$255K -5,796 -9%
AA
109
Alesco Advisors
New York
$2.7M -$734K -16,680 -22%
IWA
110
Inspirion Wealth Advisors
Illinois
$2.52M +$177K +4,020 +8%
SPC
111
Sigma Planning Corp
Michigan
$2.46M -$1.42M -32,184 -37%
UR
112
USCA RIA
Texas
$2.38M -$645K -14,660 -22%
MFS
113
MSI Financial Services
Massachusetts
$2.37M +$101K +2,304 +5%
HCM
114
HMS Capital Management
Tennessee
$2.37M -$1.05M -23,824 -31%
FA
115
FDx Advisors
Illinois
$2.36M -$566K -12,864 -20%
SG Americas Securities
116
SG Americas Securities
New York
$2.29M -$1.03M -23,504 -32%
PWM
117
Perigon Wealth Management
California
$2.28M +$221K +5,024 +12%
HB
118
Homrich & Berg
Georgia
$2.25M +$23.8K +540 +1%
MCM
119
MV Capital Management
Maryland
$2.22M +$404K +9,180 +23%
NCM
120
Neumann Capital Management
California
$2.18M +$129K +2,920 +7%
CAN
121
Cetera Advisor Networks
California
$2.15M -$1.74M -39,480 -46%
Creative Planning
122
Creative Planning
Kansas
$2.12M +$32.8K +744 +2%
HCMT
123
Highland Capital Management (Tennessee)
Tennessee
$1.96M +$69K +1,568 +4%
NAM
124
NTV Asset Management
West Virginia
$1.91M
Citigroup
125
Citigroup
New York
$1.9M +$49.7K +1,128 +3%

IJK Hedge Fund Activity: Q4 2016 in Review

379 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2016, worth a combined $3.45B — up 5.6% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IJK positions and 26 closed out — a net gain of 30 holders — while 138 added to existing stakes and 115 trimmed.

The largest buyer was Sandler Capital Management, opening a new position worth an estimated $24.8M. The largest seller was Wells Fargo, cutting an estimated $63.7M.

  • 379 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2016, up from 354 in Q3 2016.
  • Funds reported $3.45B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2016, up 5.6% quarter-over-quarter.
  • 56 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2016 and 26 closed out, a net change of +30 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2016 was Sandler Capital Management, an estimated $24.8M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2016 was Wells Fargo, an estimated $63.7M sold.

Based on aggregated 13F filings for Q4 2016.