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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
CA
151
Cornerstone Advisory
Maryland
$1.18M +$1.17M +24,000 New
CS
152
Credit Suisse
Switzerland
$1.17M +$1.15M +23,736 New
RJT
153
Raymond James Trust
Florida
$1.16M -$100K -2,064 -8%
SI
154
Stephens Inc
Arkansas
$1.15M +$199K +4,088 +21%
MCTIC
155
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.11M
TCM
156
Telos Capital Management
California
$1.09M +$88.7K +1,824 +9%
CFA
157
Carroll Financial Associates
North Carolina
$1.08M -$6.81K -140 -0.6%
SS
158
Sunbelt Securities
Texas
$1.08M +$10.1K +208 +1%
CAS
159
Cue Advisory Services
Arizona
$1.06M +$3.11K +64 +0.3%
SAMC
160
Spectrum Asset Management (California)
California
$1.06M +$10.7K +220 +1%
CB
161
Commerce Bank
Missouri
$1.05M +$51.3K +1,056 +5%
BHWM
162
Bar Harbor Wealth Management
New Hampshire
$996K -$65K -1,336 -6%
GWM
163
Geneos Wealth Management
Colorado
$992K +$120K +2,464 +14%
CAL
164
Capital Analysts LLC
Pennsylvania
$966K -$2.53K -52 -0.3%
PWS
165
Paragon Wealth Strategies
Florida
$944K -$397K -8,160 -30%
HCIA
166
Hochman Cole Investment Advisors
Illinois
$917K -$340K -7,000 -27%
TIA
167
Tiemann Investment Advisors
California
$911K +$19.8K +408 +2%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$909K -$1.62M -33,216 -64%
QCMC
169
Quantum Capital Management (California)
California
$876K -$43K -884 -5%
FTIOP
170
Fiduciary Trust International of Pennsylvania
Pennsylvania
$868K +$73.9K +1,520 +9%
OC
171
Oppenheimer & Co
New York
$856K +$28K +576 +3%
HIM
172
Hanlon Investment Management
New Jersey
$854K +$44.7K +920 +6%
GEA
173
Glen Eagle Advisors
New Jersey
$827K -$5.83K -120 -0.7%
SI
174
SII Investments
Wisconsin
$824K +$232K +4,780 +40%
PWAP
175
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$820K +$66.1K +1,360 +9%

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.