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iShares S&P Mid-Cap 400 Growth ETF
IJK

414 hedge funds and large institutions have $4.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 136 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.92M

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

7% more funds holding

Funds holding: 388 → 414 (+26)

5% more capital invested

Capital invested by funds: $3.84B → $4.04B (+$195M)

0.21% less ownership

Funds ownership: 230.93% → 230.72% (-0.21%)

3% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 136

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
414
Holders Change
+26
Holders Change %
+6.7%
% of All Funds
10.32%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.47%
New
44
Increased
132
Reduced
136
Closed
16
Calls
$11.2M
Puts
$2.92M
Net Calls
+$8.29M
Net Calls Change
+$3.89M

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.8M
2
LI
LVZ Inc
Michigan
+$13.9M
3
TSS
Two Sigma Securities
New York
+$10.4M
4
PFA
Pinnacle Family Advisors
Missouri
+$10.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.44M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
-$27.1M
2
Wells Fargo
Wells Fargo
California
-$13.9M
3
GIA
GHP Investment Advisors
Colorado
-$4.16M
4
SHGA
Sand Hill Global Advisors
California
-$4.14M
5
KeyBank National Association
KeyBank National Association
Ohio
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
151
Brown Advisory Securities
Maryland
$1.42M +$9.46K +192 +0.7%
FNBT
152
FineMark National Bank & Trust
Florida
$1.39M -$28.6K -580 -2%
CJA
153
C-J Advisory
California
$1.39M +$789 +16 +0.1%
SWM
154
Strategic Wealth Management
Washington
$1.38M -$255K -5,168 -16%
FCBT
155
First Citizens Bank & Trust
North Carolina
$1.37M -$174K -3,540 -12%
Mariner
156
Mariner
Kansas
$1.34M -$9.07K -184 -0.7%
RJT
157
Raymond James Trust
Florida
$1.3M +$112K +2,264 +10%
JFGIW
158
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.29M +$5.32K +108 +0.4%
CPA
159
Capital Planning Advisors
California
$1.25M -$92.3K -1,872 -7%
CW
160
Cobiz Wealth
Colorado
$1.23M -$41.2K -836 -3%
TCM
161
Telos Capital Management
California
$1.23M +$101K +2,040 +9%
KM
162
Kalos Management
Georgia
$1.21M +$1.18M +24,016 New
SEIA
163
Signature Estate & Investment Advisors
California
$1.2M +$1.17M +23,656 New
CB
164
Commerce Bank
Missouri
$1.18M +$100K +2,028 +10%
SS
165
Sunbelt Securities
Texas
$1.16M +$38.8K +788 +4%
MCTIC
166
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.14M – – –
CA
167
Cornerstone Advisory
Maryland
$1.11M -$98.6K -2,000 -8%
SAMC
168
Spectrum Asset Management (California)
California
$1.11M +$17.2K +348 +2%
Wolverine Trading
169
Wolverine Trading
Illinois
$1.05M +$287K +5,816 +39%
BHWM
170
Bar Harbor Wealth Management
New Hampshire
$1.05M +$24.8K +504 +2%
TW
171
Transform Wealth
Colorado
$1.04M +$1.01M +20,520 New
CBN
172
Cadence Bank NA
Texas
$1.02M +$991K +20,104 New
GWM
173
Geneos Wealth Management
Colorado
$1.01M -$14K -284 -1%
CAL
174
Capital Analysts LLC
Pennsylvania
$983K -$10.8K -220 -1%
PWS
175
Paragon Wealth Strategies
Florida
$960K -$11K -224 -1%
5 6
7
8 9

IJK Hedge Fund Activity: Q3 2017 in Review

414 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 Q3 2017, worth a combined $4.04B — up 5.1% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IJK positions and 16 closed out — a net gain of 28 holders — while 132 added to existing stakes and 136 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.8M. The largest seller was Highfields Capital Management, exiting entirely with an estimated $27.1M sold.

  • 414 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2017, up from 388 in Q2 2017.
  • Funds reported $4.04B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 44 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2017 and 16 closed out, a net change of +28 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2017 was LPL Financial, an estimated $16.8M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2017 was Highfields Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2017.