IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

354 hedge funds and large institutions have $3.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
9.46%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
31
Increased
123
Reduced
119
Closed
17
Calls
$10M
Puts
$4.61M
Net Calls
+$5.4M
Net Calls Change
+$10.1M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.26B
2
RJA
Raymond James & Associates
Florida
$55.4M
3
VanEck Associates
VanEck Associates
New York
$19.4M
4
Morgan Stanley
Morgan Stanley
New York
$292M
5
UBS Group
UBS Group
Switzerland
$94.9M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16.9M
2
CIM
Confluence Investment Management
Missouri
$5.63M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$10.3M
4
LPL Financial
LPL Financial
California
$31.7M
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
126
Moneta Group Investment Advisors
Missouri
$1.54M +$44.7K +1,024 +3%
IB
127
Intrust Bank
Kansas
$1.52M – – –
AIM
128
Advantage Investment Management
Iowa
$1.51M +$1.37M +31,456 +999%
DP
129
Dearborn Partners
Illinois
$1.44M +$52.4K +1,200 +4%
SWM
130
Segment Wealth Management
Texas
$1.39M – – –
TPWA
131
TRUE Private Wealth Advisors
Oregon
$1.35M +$285K +6,660 +27%
KM
132
Kalos Management
Georgia
$1.33M +$1.33M +30,380 New
SAM
133
Sequent Asset Management
Texas
$1.29M -$3.49K -80 -0.3%
NPC
134
National Planning Corporation
California
$1.26M +$25.5K +604 +2%
CW
135
Cobiz Wealth
Colorado
$1.23M -$230K -5,268 -16%
SI
136
Stephens Inc
Arkansas
$1.23M +$410K +9,384 +50%
CPA
137
Capital Planning Advisors
California
$1.22M -$48.6K -1,112 -4%
SRSA
138
S.R. Schill & Associates
Washington
$1.21M -$999K -22,864 -45%
EA
139
Efficient Advisors
Ohio
$1.19M +$4.02K +92 +0.3%
CJA
140
C-J Advisory
California
$1.19M +$1.19M +27,196 New
FNBT
141
FineMark National Bank & Trust
Florida
$1.17M – – –
QCMC
142
Quantum Capital Management (California)
California
$1.15M +$32.3K +740 +3%
DIA
143
Dana Investment Advisors
Wisconsin
$1.13M -$186K -4,268 -14%
HCIA
144
Hochman Cole Investment Advisors
Illinois
$1.13M +$10.5K +240 +0.9%
SB
145
Suntrust Banks
Georgia
$1.03M +$123K +2,824 +14%
CCM
146
CWH Capital Management
Washington
$1.03M -$1.75K -40 -0.2%
NPF
147
Norris Perne & French
Michigan
$1.01M -$142K -3,260 -12%
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1M -$65.5K -1,500 -6%
CFS
149
Commonwealth Financial Services
West Virginia
$998K +$989K +22,640 +11,551%
CB
150
Commerce Bank
Missouri
$973K +$282K +6,448 +41%
4 5
6
7 8