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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
FHC
176
First Heartland Consultants
Missouri
$820K +$182K +3,740 +29%
GT
177
Glenmede Trust
Pennsylvania
$815K
JIC
178
Johnson Investment Counsel
Ohio
$806K -$119K -2,440 -13%
PG
179
Patten Group
Tennessee
$798K +$1.95K +40 +0.2%
SG
180
Somerset Group
Minnesota
$793K -$16.5K -340 -2%
NPF
181
Norris Perne & French
Michigan
$770K -$107K -2,200 -12%
HS
182
Huntington Steele
Pennsylvania
$768K +$778 +16 +0.1%
I
183
IberiaBank
Louisiana
$763K
TFF
184
The Family Firm
Maryland
$755K +$6.61K +136 +0.9%
CCA
185
Clearwater Capital Advisors
Illinois
$751K -$10.1K -208 -1%
BSB
186
Bangor Savings Bank
Maine
$745K
VIA
187
Vantage Investment Advisors
Pennsylvania
$742K -$23K -472 -3%
Wolverine Trading
188
Wolverine Trading
Illinois
$735K +$10.1K +208 +1%
MG
189
Mather Group
Illinois
$725K +$27.6K +568 +4%
PAM
190
Peak Asset Management
Colorado
$720K
BTNA
191
Bremer Trust National Association
Minnesota
$706K -$2.92K -60 -0.4%
BAC
192
Boys Arnold & Co
North Carolina
$696K +$63K +1,296 +10%
SF
193
Synovus Financial
Georgia
$693K +$650K +13,360 +1,931%
WP
194
WMS Partners
Maryland
$680K +$24.7K +508 +4%
LIA
195
LBMC Investment Advisors
Tennessee
$678K -$86.4K -1,776 -11%
PAI
196
Pittenger & Anderson Inc
Nebraska
$678K
CG
197
Colony Group
Massachusetts
$674K -$137K -2,824 -17%
AWM
198
Avior Wealth Management
Nebraska
$643K -$89.3K -1,836 -12%
KPCM
199
Kings Point Capital Management
New York
$623K
ONB
200
Old National Bancorp
Indiana
$613K

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.