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iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $950K

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

2.58% more ownership

Funds ownership: 243.65%246.23% (+2.6%)

3% more capital invested

Capital invested by funds: $4.58B → $4.7B (+$116M)

0% more funds holding

Funds holding: 535537 (+2)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
126
Fulcrum Capital
Washington
$2.4M
RCAG
127
Rehmann Capital Advisory Group
Michigan
$2.36M -$15.1K -272 -0.6%
AF
128
Advisornet Financial
Minnesota
$2.31M +$471K +8,496 +26%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$2.29M -$114K -2,064 -5%
First Trust Advisors
130
First Trust Advisors
Illinois
$2.26M -$172K -3,108 -7%
EWA
131
EP Wealth Advisors
California
$2.25M -$199K -3,596 -8%
UWPG
132
Ullmann Wealth Partners Group
Florida
$2.21M -$78.3K -1,412 -3%
NAM
133
NTV Asset Management
West Virginia
$2.14M -$2.22K -40 -0.1%
AAS
134
Avantax Advisory Services
Texas
$2.08M +$269K +4,856 +15%
SC
135
Slow Capital
California
$2.03M -$186K -3,352 -9%
OWA
136
Outlook Wealth Advisors
Texas
$2.02M +$799K +14,416 +68%
CAL
137
Capital Analysts LLC
Pennsylvania
$2M +$546K +9,848 +39%
SWP
138
Stratos Wealth Partners
Ohio
$1.99M -$106K -1,912 -5%
CWM
139
Cahaba Wealth Management
Georgia
$1.99M -$1.55K -28 -0.1%
SB
140
Suntrust Banks
Georgia
$1.96M -$618K -11,152 -24%
PFPT
141
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.96M +$303K +5,460 +19%
BlackRock
142
BlackRock
New York
$1.93M -$130K -2,352 -6%
SCM
143
Stordahl Capital Management
Colorado
$1.91M -$22.8K -412 -1%
PTC
144
Private Trust Company
Ohio
$1.89M +$31.1K +560 +2%
CCT
145
Country Club Trust
Missouri
$1.88M -$48.6K -876 -3%
V
146
Veritable
Delaware
$1.87M
CB
147
Commerce Bank
Missouri
$1.85M +$620K +11,188 +52%
BTS
148
BB&T Securities
Virginia
$1.84M -$281K -5,060 -13%
AllianceBernstein
149
AllianceBernstein
Tennessee
$1.82M +$64.3K +1,160 +4%
SWM
150
Segment Wealth Management
Texas
$1.79M

IJK Hedge Fund Activity: Q2 2019 in Review

537 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2019, worth a combined $4.7B — up 2.5% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IJK positions and 39 closed out — a net gain of 11 holders — while 164 added to existing stakes and 172 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $24.7M. The largest seller was Wells Fargo, cutting an estimated $34M.

  • 537 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $4.7B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 50 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2019 and 39 closed out, a net change of +11 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $24.7M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2019 was Wells Fargo, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2019.