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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
EA
151
Efficient Advisors
Ohio
$1.25M +$4.75K +108 +0.4%
CJA
152
C-J Advisory
California
$1.25M +$8.81K +200 +0.7%
HCIA
153
Hochman Cole Investment Advisors
Illinois
$1.17M -$9.69K -220 -0.9%
CFS
154
Commonwealth Financial Services
West Virginia
$1.1M +$41.7K +948 +4%
QCMC
155
Quantum Capital Management (California)
California
$1.08M -$117K -2,652 -10%
CC
156
Cedar Capital
Illinois
$1.05M +$1.02M +23,124 New
BHWM
157
Bar Harbor Wealth Management
New Hampshire
$1.01M +$8.81K +200 +0.9%
CAS
158
Cue Advisory Services
Arizona
$1M +$25.4K +576 +3%
JFGIW
159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$997K -$45.8K -1,040 -5%
NPF
160
Norris Perne & French
Michigan
$990K -$55.7K -1,264 -5%
SS
161
Sunbelt Securities
Texas
$988K +$44K +1,000 +5%
SAMC
162
Spectrum Asset Management (California)
California
$985K +$37K +840 +4%
FTS
163
Fifth Third Securities
Ohio
$971K +$271K +6,160 +41%
SPIA
164
Steward Partners Investment Advisory
New York
$957K +$926K +21,024 New
NFG
165
Next Financial Group
Texas
$956K +$303K +6,884 +49%
CFA
166
Carroll Financial Associates
North Carolina
$929K +$75.2K +1,708 +9%
SI
167
Stephens Inc
Arkansas
$926K -$342K -7,760 -28%
CB
168
Commerce Bank
Missouri
$914K -$96.3K -2,188 -10%
JIC
169
Johnson Investment Counsel
Ohio
$905K -$21.8K -496 -2%
OC
170
Oppenheimer & Co
New York
$842K -$176 -4 -0%
VKH
171
Virtu KCG Holdings
New York
$842K +$814K +18,488 New
TW
172
Transform Wealth
Colorado
$840K +$57.2K +1,300 +8%
WP
173
WealthSource Partners
California
$839K -$51.1K -1,160 -6%
TIA
174
Tiemann Investment Advisors
California
$831K +$1.76K +40 +0.2%
MCTIC
175
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$810K

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.