iShares S&P Mid-Cap 400 Growth ETF
552 hedge funds and large institutions have $3.35B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 221 reducing their positions, and 103 closing their positions.
0.81% more ownership
Funds ownership: 251.51% → 252.32% (+0.81%)
11% less funds holding
Funds holding: 617 → 552 (-65)
28% less funds holding in top 10
Funds holding in top 10: 25 → 18 (-7)
30% less capital invested
Capital invested by funds: $4.78B → $3.35B (-$1.43B)
36% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 221
44% less call options, than puts
Call options by funds: $1.2M | Put options by funds: $2.15M
58% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$70.2M |
| 2 |
Morgan Stanley
New York
|
+$49.3M |
| 3 |
HC
HNP Capital
Rochester,
New York
|
+$14.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.2M |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$228M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$38.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$34.3M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$29.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$26M |
IJK Hedge Fund Activity: Q1 2020 in Review
552 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2020, worth a combined $3.35B — down 30% from $4.78B a quarter earlier.
Sellers outnumbered buyers: 103 funds closed out of IJK and 43 opened new positions — a net loss of 60 holders — while 221 trimmed existing stakes and 141 added.
The largest buyer was Financial Engines Advisors, adding an estimated $70.2M. The largest seller was Wells Fargo, cutting an estimated $228M.
- 552 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2020, down from 617 in Q4 2019.
- Funds reported $3.35B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2020, down 30% quarter-over-quarter.
- 43 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2020 and 103 closed out, a net change of -60 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2020 was Financial Engines Advisors, an estimated $70.2M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2020 was Wells Fargo, an estimated $228M sold.
Based on aggregated 13F filings for Q1 2020.