iShares S&P Mid-Cap 400 Growth ETF
293 hedge funds and large institutions have $2.66B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 85 reducing their positions, and 16 closing their positions.
235% more call options, than puts
Call options by funds: $4.87M | Put options by funds: $1.45M
188% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 16
19% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 85
10% more funds holding
Funds holding: 267 → 293 (+26)
6% more capital invested
Capital invested by funds: $2.51B → $2.66B (+$145M)
3.92% more ownership
Funds ownership: 223.96% → 227.88% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$20.9M |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$8.81M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$6.03M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.17M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$4.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$35.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.97M |
| 3 |
Jane Street
New York
|
-$7.73M |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$6.57M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.89M |
IJK Hedge Fund Activity: Q4 2014 in Review
293 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2014, worth a combined $2.66B — up 5.8% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IJK positions and 16 closed out — a net gain of 30 holders — while 101 added to existing stakes and 85 trimmed.
The largest buyer was Wells Fargo, adding an estimated $20.9M. The largest seller was Goldman Sachs, cutting an estimated $35.3M.
- 293 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2014, up from 267 in Q3 2014.
- Funds reported $2.66B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2014, up 5.8% quarter-over-quarter.
- 46 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2014 and 16 closed out, a net change of +30 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2014 was Wells Fargo, an estimated $20.9M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2014 was Goldman Sachs, an estimated $35.3M sold.
Based on aggregated 13F filings for Q4 2014.