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iShares S&P Mid-Cap 400 Growth ETF

379 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 138 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $6.36M | Put options by funds: $2.1M

115% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 26

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

20% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 115

7% more funds holding

Funds holding: 354379 (+25)

5.88% more ownership

Funds ownership: 231.67%237.55% (+5.9%)

6% more capital invested

Capital invested by funds: $3.27B → $3.45B (+$184M)

Holders
379
Holders Change
+25
Holders Change %
+7.06%
% of All Funds
9.47%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.6%
New
56
Increased
138
Reduced
115
Closed
26
Calls
$6.36M
Puts
$2.1M
Net Calls
+$4.26M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
126
UMB Bank
Missouri
$1.9M +$195K +4,432 +12%
SWP
127
Stratos Wealth Partners
Ohio
$1.86M +$43.9K +996 +3%
SRSA
128
S.R. Schill & Associates
Washington
$1.85M +$578K +13,132 +48%
HFS
129
HL Financial Services
Kentucky
$1.81M +$52.3K +1,188 +3%
CA
130
Clearstead Advisors
Ohio
$1.75M +$1.69M +38,484 New
PTC
131
Private Trust Company
Ohio
$1.74M +$3.17K +72 +0.2%
SNT
132
Security National Trust
West Virginia
$1.74M +$71.3K +1,620 +4%
CCM
133
CWH Capital Management
Washington
$1.71M +$617K +14,020 +60%
AB
134
Atlas Brown
Kentucky
$1.65M
CS
135
Credit Suisse
Switzerland
$1.63M +$1.57M +35,720 New
TPWA
136
TRUE Private Wealth Advisors
Oregon
$1.61M +$145K +3,300 +10%
TRCT
137
Tower Research Capital (TRC)
New York
$1.59M +$1.54M +35,016 New
IB
138
Intrust Bank
Kansas
$1.51M -$69.4K -1,576 -5%
DP
139
Dearborn Partners
Illinois
$1.5M -$5.28K -120 -0.4%
PWS
140
Paragon Wealth Strategies
Florida
$1.45M +$1.4M +31,812 New
SWM
141
Segment Wealth Management
Texas
$1.44M
DIA
142
Dana Investment Advisors
Wisconsin
$1.39M +$204K +4,632 +18%
MWM
143
Merriman Wealth Management
Washington
$1.38M +$1.33M +30,300 New
BIM
144
BlackRock Investment Management
Delaware
$1.38M +$710K +16,132 +114%
SB
145
Suntrust Banks
Georgia
$1.35M +$268K +6,076 +26%
SAM
146
Sequent Asset Management
Texas
$1.34M
FNBT
147
FineMark National Bank & Trust
Florida
$1.28M +$56.2K +1,276 +5%
Mariner
148
Mariner
Kansas
$1.27M +$337K +7,656 +38%
CW
149
Cobiz Wealth
Colorado
$1.25M -$26.4K -600 -2%
CPA
150
Capital Planning Advisors
California
$1.25M -$25.5K -580 -2%

IJK Hedge Fund Activity: Q4 2016 in Review

379 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2016, worth a combined $3.45B — up 5.6% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IJK positions and 26 closed out — a net gain of 30 holders — while 138 added to existing stakes and 115 trimmed.

The largest buyer was Sandler Capital Management, opening a new position worth an estimated $24.8M. The largest seller was Wells Fargo, cutting an estimated $63.7M.

  • 379 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2016, up from 354 in Q3 2016.
  • Funds reported $3.45B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2016, up 5.6% quarter-over-quarter.
  • 56 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2016 and 26 closed out, a net change of +30 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2016 was Sandler Capital Management, an estimated $24.8M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2016 was Wells Fargo, an estimated $63.7M sold.

Based on aggregated 13F filings for Q4 2016.