iShares S&P Mid-Cap 400 Growth ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$16.8M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$13.9M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$10.4M |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$10.3M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$27.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$13.9M |
| 3 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
-$4.16M |
| 4 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$4.14M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$3.61M |
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.