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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
GEA
176
Glen Eagle Advisors
New Jersey
$792K +$766K +17,392 New
BAS
177
Brown Advisory Securities
Maryland
$788K +$117K +2,664 +18%
HIM
178
Hanlon Investment Management
New Jersey
$785K +$759K +17,232 New
WAM
179
Wealthspire Advisors (Maryland)
Maryland
$779K +$40.3K +916 +6%
RJT
180
Raymond James Trust
Florida
$778K +$67.5K +1,532 +10%
FTUS
181
Flow Traders U.S.
New York
$776K +$750K +17,032 New
SG
182
Somerset Group
Minnesota
$773K +$50.2K +1,140 +7%
CG
183
Colony Group
Massachusetts
$770K -$134K -3,040 -15%
Axa
184
Axa
France
$758K -$2.24M -50,800 -75%
PG
185
Patten Group
Tennessee
$754K +$524K +11,912 +281%
FTIOP
186
Fiduciary Trust International of Pennsylvania
Pennsylvania
$735K -$27.3K -620 -4%
BSB
187
Bangor Savings Bank
Maine
$724K +$66.2K +1,504 +10%
AWM
188
Avior Wealth Management
Nebraska
$707K +$1.23K +28 +0.2%
GT
189
Glenmede Trust
Pennsylvania
$702K -$48.3K -1,096 -7%
HS
190
Huntington Steele
Pennsylvania
$702K +$1.23K +28 +0.2%
TFF
191
The Family Firm
Maryland
$692K +$51.2K +1,164 +8%
KPCM
192
Kings Point Capital Management
New York
$681K +$643K +14,604 +4,102%
GWM
193
Geneos Wealth Management
Colorado
$679K +$41K +932 +7%
CCA
194
Clearwater Capital Advisors
Illinois
$676K -$51.8K -1,176 -7%
FCBT
195
First Citizens Bank & Trust
North Carolina
$672K +$64.8K +1,472 +11%
PWAP
196
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$667K -$79.8K -1,812 -11%
PAM
197
Peak Asset Management
Colorado
$667K
ECM
198
Exchange Capital Management
Michigan
$653K -$53.2K -1,208 -8%
PAI
199
Pittenger & Anderson Inc
Nebraska
$629K
LIA
200
LBMC Investment Advisors
Tennessee
$627K +$4.23K +96 +0.7%

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.