IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

378 hedge funds and large institutions have $3.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
9.42%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.45%
New
33
Increased
131
Reduced
122
Closed
31
Calls
$7.01M
Puts
$1.23M
Net Calls
+$5.78M
Net Calls Change
+$1.52M

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$42.4M
2
HCM
Highfields Capital Management
Massachusetts
+$26.3M
3
Ameriprise
Ameriprise
Minnesota
+$13.1M
4
Morgan Stanley
Morgan Stanley
New York
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$9.56M

Top Sellers

1
SCM
Sandler Capital Management
New York
-$25.7M
2
Wells Fargo
Wells Fargo
California
-$19.6M
3
Stifel Financial
Stifel Financial
Missouri
-$13M
4
CAL
Capital Analysts LLC
Pennsylvania
-$12.9M
5
RJA
Raymond James & Associates
Florida
-$8.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
Makena Capital Management
California
$3.19M -$401K -8,400 -11%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$3.05M +$197K +4,136 +7%
UWPG
103
Ullmann Wealth Partners Group
Florida
$3.03M -$1.64M -34,276 -35%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$3.03M -$35.7K -748 -1%
MCM
105
MV Capital Management
Maryland
$3M +$673K +14,096 +29%
CIM
106
Confluence Investment Management
Missouri
$2.99M -$2.89M -60,572 -49%
NFG
107
NewFocus Financial Group
Washington
$2.94M -$1.53K -32 -0.1%
BAM
108
Barrett Asset Management
New York
$2.88M -$239K -5,000 -8%
AA
109
Alesco Advisors
New York
$2.86M +$28.6K +600 +1%
IWA
110
Inspirion Wealth Advisors
Illinois
$2.65M +$19.1K +400 +0.7%
Creative Planning
111
Creative Planning
Kansas
$2.58M +$364K +7,620 +16%
First Trust Advisors
112
First Trust Advisors
Illinois
$2.56M -$339K -7,104 -12%
FA
113
FDx Advisors
Illinois
$2.48M +$7.06K +148 +0.3%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$2.47M -$4.74M -99,360 -66%
HFS
115
HL Financial Services
Kentucky
$2.46M +$561K +11,764 +30%
HB
116
Homrich & Berg
Georgia
$2.39M +$35.5K +744 +2%
UR
117
USCA RIA
Texas
$2.28M -$215K -4,496 -9%
PWM
118
Perigon Wealth Management
California
$2.27M +$10.1K +212 +0.4%
Citigroup
119
Citigroup
New York
$2.23M +$239K +5,020 +12%
NCM
120
Neumann Capital Management
California
$2.23M -$56.3K -1,180 -2%
SWP
121
Stratos Wealth Partners
Ohio
$2.09M +$137K +2,868 +7%
SNT
122
Security National Trust
West Virginia
$2M +$182K +3,820 +10%
NAM
123
NTV Asset Management
West Virginia
$2M – – –
CCT
124
Country Club Trust
Missouri
$1.97M +$1.97M +41,180 New
SRSA
125
S.R. Schill & Associates
Washington
$1.96M +$14.5K +304 +0.7%
3 4
5
6 7