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iShares S&P Mid-Cap 400 Growth ETF

388 hedge funds and large institutions have $3.84B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 139 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $8M | Put options by funds: $3.6M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 112

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

5% more capital invested

Capital invested by funds: $3.65B → $3.84B (+$198M)

3% more funds holding

Funds holding: 378388 (+10)

4.4% less ownership

Funds ownership: 235.33%230.93% (-4.4%)

Holders
388
Holders Change
+10
Holders Change %
+2.65%
% of All Funds
9.67%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.52%
New
32
Increased
139
Reduced
112
Closed
17
Calls
$8M
Puts
$3.6M
Net Calls
+$4.4M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
101
Bryn Mawr Capital Management
Pennsylvania
$3.17M -$227K -4,676 -7%
UWPG
102
Ullmann Wealth Partners Group
Florida
$3.15M +$22.6K +464 +0.7%
HFS
103
HL Financial Services
Kentucky
$3.12M +$579K +11,912 +23%
NFG
104
NewFocus Financial Group
Washington
$3.02M -$8.17K -168 -0.3%
BAM
105
Barrett Asset Management
New York
$2.99M +$28.2K +580 +1%
MCM
106
Makena Capital Management
California
$2.86M -$417K -8,572 -13%
Creative Planning
107
Creative Planning
Kansas
$2.85M +$193K +3,972 +7%
IWA
108
Inspirion Wealth Advisors
Illinois
$2.77M +$37K +760 +1%
ASN
109
Advisory Services Network
Georgia
$2.63M -$840K -17,284 -24%
First Trust Advisors
110
First Trust Advisors
Illinois
$2.59M -$48.2K -992 -2%
UR
111
USCA RIA
Texas
$2.51M +$158K +3,244 +7%
Citigroup
112
Citigroup
New York
$2.42M +$123K +2,532 +5%
NCM
113
Neumann Capital Management
California
$2.38M +$86.6K +1,780 +4%
SRSA
114
S.R. Schill & Associates
Washington
$2.32M +$303K +6,240 +15%
TRCT
115
Tower Research Capital (TRC)
New York
$2.25M -$1.97M -40,584 -47%
PWM
116
Perigon Wealth Management
California
$2.23M -$104K -2,148 -5%
SWP
117
Stratos Wealth Partners
Ohio
$2.13M -$19.1K -392 -0.9%
SNT
118
Security National Trust
West Virginia
$2.11M +$53.5K +1,100 +3%
HB
119
Homrich & Berg
Georgia
$2.06M -$403K -8,280 -17%
NAM
120
NTV Asset Management
West Virginia
$2.06M
UB
121
UMB Bank
Missouri
$2.04M +$38.9K +800 +2%
SB
122
Suntrust Banks
Georgia
$2M +$255K +5,252 +15%
CCM
123
CWH Capital Management
Washington
$1.92M -$13.8K -284 -0.7%
CA
124
Clearstead Advisors
Ohio
$1.87M -$21.4K -440 -1%
BTS
125
BB&T Securities
Virginia
$1.86M +$1.25M +25,616 +209%

IJK Hedge Fund Activity: Q2 2017 in Review

388 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2017, worth a combined $3.84B — up 5.4% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IJK positions and 17 closed out — a net gain of 15 holders — while 139 added to existing stakes and 112 trimmed.

The largest buyer was Wells Fargo, adding an estimated $37.2M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $42.4M sold.

  • 388 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2017, up from 378 in Q1 2017.
  • Funds reported $3.84B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2017 and 17 closed out, a net change of +15 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2017 was Wells Fargo, an estimated $37.2M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2017 was Mariner Independent Advisor Network, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2017.