IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

333 hedge funds and large institutions have $2.92B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-11
Holders Change %
-3.2%
% of All Funds
8.89%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.53%
New
25
Increased
98
Reduced
135
Closed
34
Calls
$7.05M
Puts
$6.05M
Net Calls
+$998K
Net Calls Change
+$2.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$153M
2
LI
LVZ Inc
Michigan
$9.2M
3
Wells Fargo
Wells Fargo
California
$1.08B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.87M
5
SG Americas Securities
SG Americas Securities
New York
$4.63M

Top Sellers

1
LPL Financial
LPL Financial
California
$59.9M
2
Morgan Stanley
Morgan Stanley
New York
$256M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$10.7M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$1.28M -$293K -7,216 -19%
DIA
127
Dana Investment Advisors
Wisconsin
$1.27M +$1.06M +26,108 +521%
SWP
128
Stratos Wealth Partners
Ohio
$1.22M -$152K -3,752 -11%
SAM
129
Sequent Asset Management
Texas
$1.21M – – –
QCMC
130
Quantum Capital Management (California)
California
$1.15M -$106K -2,620 -8%
CPA
131
Capital Planning Advisors
California
$1.15M -$93K -2,288 -8%
FNBT
132
FineMark National Bank & Trust
Florida
$1.12M -$48.8K -1,200 -4%
EA
133
Efficient Advisors
Ohio
$1.11M +$1.11M +27,188 New
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.1M +$555K +13,660 +103%
Citigroup
135
Citigroup
New York
$1.08M -$285K -7,004 -21%
CCM
136
CWH Capital Management
Washington
$1.07M -$11.2K -276 -1%
NPF
137
Norris Perne & French
Michigan
$1.05M -$31.4K -772 -3%
HCIA
138
Hochman Cole Investment Advisors
Illinois
$1.04M – – –
FHC
139
First Heartland Consultants
Missouri
$1.04M -$2.9M -71,248 -74%
Citadel Advisors
140
Citadel Advisors
Florida
$1.01M +$1.01M +24,936 New
AIA
141
Allegis Investment Advisors
Idaho
$977K -$262K -6,452 -21%
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$971K -$48.2K -1,184 -5%
JIC
143
Johnson Investment Counsel
Ohio
$968K -$109K -2,680 -10%
HNB
144
Huntington National Bank
Ohio
$954K -$1.62M – –
BHWM
145
Bar Harbor Wealth Management
New Hampshire
$926K -$6.83K -168 -0.7%
BOTW
146
Bank of the West
California
$902K +$13K +320 +1%
CK
147
Carnick & Kubik
Colorado
$902K +$51.7K +1,272 +6%
CG
148
Colony Group
Massachusetts
$888K -$556K -13,676 -39%
JWBC
149
J.W. Burns & Co
New York
$888K -$187K -4,600 -17%
ICAS
150
Investors Capital Advisory Services
Massachusetts
$861K -$23.4K -576 -3%
4 5
6
7 8