IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

414 hedge funds and large institutions have $4.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 136 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
10.34%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.47%
New
44
Increased
132
Reduced
136
Closed
16
Calls
$11.2M
Puts
$2.92M
Net Calls
+$8.29M
Net Calls Change
+$3.89M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.5M
2
LI
2
LVZ Inc
Michigan
$14.2M
3
TSS
3
Two Sigma Securities
New York
$10.6M
4
PFA
4
Pinnacle Family Advisors
Missouri
$10.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$15.9M

Top Sellers

1
HCM
1
Highfields Capital Management
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$1.39B
3
HNB
3
Huntington National Bank
Ohio
$5.41M
4
GIA
4
GHP Investment Advisors
Colorado
$8.67M
5
SHGA
5
Sand Hill Global Advisors
California
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
101
Asset Management Group
Connecticut
$3.59M -$73.9K -1,460 -2%
MCM
102
MV Capital Management
Maryland
$3.45M +$128K +2,528 +4%
BMCM
103
Bryn Mawr Capital Management
Pennsylvania
$3.43M +$168K +3,328 +5%
MGIA
104
Moneta Group Investment Advisors
Missouri
$3.43M – – –
EDRIA
105
Edmonds Duncan Registered Investment Advisors
Kansas
$3.36M -$2.34M -44,584 -41%
HFS
106
HL Financial Services
Kentucky
$3.35M +$143K +2,836 +4%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$3.35M -$12.3K -244 -0.4%
Creative Planning
108
Creative Planning
Kansas
$3.16M +$222K +4,384 +8%
BAM
109
Barrett Asset Management
New York
$3.08M +$5.06K +100 +0.2%
IWA
110
Inspirion Wealth Advisors
Illinois
$2.98M +$132K +2,604 +5%
MCM
111
Makena Capital Management
California
$2.95M – – –
APP
112
Avantax Planning Partners
Iowa
$2.8M -$802K -15,860 -22%
BFG
113
Barber Financial Group
Kansas
$2.75M +$2.75M +54,304 New
NFG
114
NewFocus Financial Group
Washington
$2.71M -$395K -7,804 -13%
SG Americas Securities
115
SG Americas Securities
New York
$2.7M +$2.7M +53,364 New
Citigroup
116
Citigroup
New York
$2.58M +$91.5K +1,808 +4%
AIM
117
Advantage Investment Management
Iowa
$2.54M +$2.24M +44,344 +754%
UR
118
USCA RIA
Texas
$2.51M – – –
First Trust Advisors
119
First Trust Advisors
Illinois
$2.49M -$180K -3,564 -7%
SWP
120
Stratos Wealth Partners
Ohio
$2.49M +$297K +5,872 +14%
NCM
121
Neumann Capital Management
California
$2.45M – – –
SNT
122
Security National Trust
West Virginia
$2.41M +$233K +4,600 +11%
NAM
123
NTV Asset Management
West Virginia
$2.12M – – –
HB
124
Homrich & Berg
Georgia
$2.1M -$17.8K -352 -0.8%
TPWA
125
TRUE Private Wealth Advisors
Oregon
$2.04M +$238K +4,708 +13%
3 4
5
6 7