iShares S&P Mid-Cap 400 Growth ETF
466 hedge funds and large institutions have $4.27B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 159 reducing their positions, and 28 closing their positions.
291% more call options, than puts
Call options by funds: $7.25M | Put options by funds: $1.86M
200% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 28
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
13% more funds holding
Funds holding: 414 → 466 (+52)
6% more capital invested
Capital invested by funds: $4.04B → $4.27B (+$235M)
3.44% less ownership
Funds ownership: 230.72% → 227.28% (-3.4%)
25% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$23.5M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$16.8M |
| 3 |
JP Morgan Chase
New York
|
+$14.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.2M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$96.8M |
| 2 |
Morgan Stanley
New York
|
-$26.5M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$12.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$9.82M |
| 5 |
LPL Financial
San Diego,
California
|
-$7.74M |
IJK Hedge Fund Activity: Q4 2017 in Review
466 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2017, worth a combined $4.27B — up 5.8% from $4.04B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new IJK positions and 28 closed out — a net gain of 56 holders — while 120 added to existing stakes and 159 trimmed.
The largest buyer was Bank of America, adding an estimated $23.5M. The largest seller was Wells Fargo, cutting an estimated $96.8M.
- 466 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2017, up from 414 in Q3 2017.
- Funds reported $4.27B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2017, up 5.8% quarter-over-quarter.
- 84 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2017 and 28 closed out, a net change of +56 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2017 was Bank of America, an estimated $23.5M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2017 was Wells Fargo, an estimated $96.8M sold.
Based on aggregated 13F filings for Q4 2017.