IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

267 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
7.75%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
17
Increased
93
Reduced
81
Closed
20
Calls
$939K
Puts
$1.42M
Net Calls
-$485K
Net Calls Change
-$5.06M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$32.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$64.3M
3
CS
3
Credit Suisse
Switzerland
$7.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$9.03M
5
Wells Fargo
5
Wells Fargo
California
$819M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$233M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$37.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
151
Axa
France
$515K – – –
CB
152
Commerce Bank
Missouri
$511K – – –
LIA
153
LBMC Investment Advisors
Tennessee
$511K +$152 +4 +0%
WP
154
WMS Partners
Maryland
$504K – – –
TIA
155
Tiemann Investment Advisors
California
$504K +$30.3K +800 +6%
AWM
156
Avior Wealth Management
Nebraska
$499K +$303 +8 +0.1%
BSB
157
Bangor Savings Bank
Maine
$492K – – –
RMDI
158
R.M. Davis Inc
Maine
$488K – – –
JWM
159
Jacobus Wealth Management
Wisconsin
$474K – – –
ICOA
160
Investment Centers of America
North Dakota
$469K +$274K +7,240 +141%
MBT
161
Montecito Bank & Trust
California
$442K -$7.57K -200 -2%
AC
162
Alexandria Capital
Virginia
$437K -$6.66K -176 -2%
FCI
163
Financial Counselors Inc
Kansas
$430K +$22.5K +596 +6%
MIAN
164
Mariner Independent Advisor Network
Kansas
$427K -$144K -3,808 -25%
BJL
165
Brighton Jones LLC
Washington
$423K -$148K -3,900 -26%
FIM
166
Freedom Investment Management
Connecticut
$419K +$16.2K +428 +4%
VIA
167
Vantage Investment Advisors
Pennsylvania
$415K – – –
LW
168
Linscomb Wealth
Texas
$414K +$43.3K +1,144 +12%
EAM
169
Evanson Asset Management
California
$405K +$152 +4 +0%
PSUF
170
People's United Financial
Connecticut
$405K +$166K +4,400 +70%
MFS
171
MSI Financial Services
Massachusetts
$396K -$137K -3,620 -26%
CWM
172
Cabot Wealth Management
Massachusetts
$392K – – –
Barclays
173
Barclays
United Kingdom
$391K – – –
BRWA
174
B. Riley Wealth Advisors
Florida
$390K -$340K -9,004 -47%
HIM
175
Hanlon Investment Management
New Jersey
$380K +$380K +10,036 New
5 6
7
8 9