IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Colony Group
Massachusetts
$963K -$18.5K -488 -2%
MCTIC
127
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$906K -$983K – –
BHWM
128
Bar Harbor Wealth Management
New Hampshire
$900K -$10.1K -268 -1%
NPF
129
Norris Perne & French
Michigan
$877K +$65.6K +1,732 +8%
PWAP
130
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$852K – – –
Fidelity Investments
131
Fidelity Investments
Massachusetts
$833K -$18K -472 -2%
VKH
132
Virtu KCG Holdings
New York
$826K +$826K +21,804 New
SG
133
Somerset Group
Minnesota
$823K – – –
TNBTD
134
Trustmark National Bank Trust Department
Mississippi
$819K – – –
CBN
135
Cadence Bank NA
Texas
$741K -$10.6K -280 -1%
SI
136
Stephens Inc
Arkansas
$741K – – –
CK
137
Carnick & Kubik
Colorado
$717K -$1.76M -46,336 -71%
FTIOP
138
Fiduciary Trust International of Pennsylvania
Pennsylvania
$715K -$40.3K -1,064 -5%
ONB
139
Old National Bancorp
Indiana
$658K +$41.6K +1,100 +7%
PNAA
140
Pictet North America Advisors
Switzerland
$606K – – –
BIM
141
BlackRock Investment Management
Delaware
$605K +$8.18K +216 +1%
SC
142
SouthState Corp
Florida
$594K -$4.39K -116 -0.7%
KCM
143
Kanawha Capital Management
Virginia
$591K – – –
GT
144
Glenmede Trust
Pennsylvania
$588K – – –
DIA
145
Dana Investment Advisors
Wisconsin
$570K – – –
SHWM
146
Smith & Howard Wealth Management
Georgia
$566K -$13.3K -352 -2%
PWM
147
Perigon Wealth Management
California
$535K -$53.5K -1,412 -9%
SFG
148
SNS Financial Group
Minnesota
$528K +$1.06K +28 +0.2%
CPO
149
Cerity Partners OCIO
New York
$525K +$257K +6,792 +96%
PAI
150
Pittenger & Anderson Inc
Nebraska
$523K -$1.21M -32,000 -70%
4 5
6
7 8