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iShares S&P Mid-Cap 400 Growth ETF

388 hedge funds and large institutions have $3.84B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 139 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $8M | Put options by funds: $3.6M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 112

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

5% more capital invested

Capital invested by funds: $3.65B → $3.84B (+$198M)

3% more funds holding

Funds holding: 378388 (+10)

4.4% less ownership

Funds ownership: 235.33%230.93% (-4.4%)

Holders
388
Holders Change
+10
Holders Change %
+2.65%
% of All Funds
9.67%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.52%
New
32
Increased
139
Reduced
112
Closed
17
Calls
$8M
Puts
$3.6M
Net Calls
+$4.4M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
IB
126
Intrust Bank
Kansas
$1.85M +$217K +4,472 +13%
FTS
127
Fifth Third Securities
Ohio
$1.81M +$96.3K +1,980 +6%
TPWA
128
TRUE Private Wealth Advisors
Oregon
$1.75M -$19.1K -392 -1%
AB
129
Atlas Brown
Kentucky
$1.74M -$34.6K -712 -2%
PTC
130
Private Trust Company
Ohio
$1.72M -$36K -740 -2%
DIA
131
Dana Investment Advisors
Wisconsin
$1.62M +$62.4K +1,284 +4%
SWM
132
Strategic Wealth Management
Washington
$1.59M +$24.3K +500 +2%
SWM
133
Segment Wealth Management
Texas
$1.56M
ABC
134
Associated Banc-Corp
Wisconsin
$1.54M +$64.2K +1,320 +4%
BWA
135
BDO Wealth Advisors
Florida
$1.52M +$1.5M +30,916 New
DP
136
Dearborn Partners
Illinois
$1.52M -$77.8K -1,600 -5%
FCBT
137
First Citizens Bank & Trust
North Carolina
$1.5M +$676K +13,896 +83%
AA
138
Alesco Advisors
New York
$1.43M -$1.5M -30,800 -51%
VWA
139
V Wealth Advisors
Kansas
$1.4M +$106K +2,180 +8%
FA
140
FDx Advisors
Illinois
$1.4M -$1.15M -23,660 -45%
FNBT
141
FineMark National Bank & Trust
Florida
$1.38M -$3.89K -80 -0.3%
WIC
142
Whitegate Investment Counselors
New Hampshire
$1.37M +$14.6K +300 +1%
BAS
143
Brown Advisory Securities
Maryland
$1.37M +$197K +4,060 +17%
Lido Advisors
144
Lido Advisors
California
$1.35M +$814K +16,744 +155%
EA
145
Efficient Advisors
Ohio
$1.35M +$584 +12 +0%
CJA
146
C-J Advisory
California
$1.35M -$2.53K -52 -0.2%
Mariner
147
Mariner
Kansas
$1.31M +$16.7K +344 +1%
CPA
148
Capital Planning Advisors
California
$1.31M -$31.1K -640 -2%
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.25M +$44.9K +924 +4%
CW
150
Cobiz Wealth
Colorado
$1.24M -$8.56K -176 -0.7%

IJK Hedge Fund Activity: Q2 2017 in Review

388 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2017, worth a combined $3.84B — up 5.4% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IJK positions and 17 closed out — a net gain of 15 holders — while 139 added to existing stakes and 112 trimmed.

The largest buyer was Wells Fargo, adding an estimated $37.2M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $42.4M sold.

  • 388 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2017, up from 378 in Q1 2017.
  • Funds reported $3.84B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2017 and 17 closed out, a net change of +15 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2017 was Wells Fargo, an estimated $37.2M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2017 was Mariner Independent Advisor Network, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2017.