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iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $950K

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

2.58% more ownership

Funds ownership: 243.65%246.23% (+2.6%)

3% more capital invested

Capital invested by funds: $4.58B → $4.7B (+$116M)

0% more funds holding

Funds holding: 535537 (+2)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
176
Crestwood Advisors Group
Massachusetts
$1.19M +$1.16M +20,968 New
SG
177
StoneX Group
New York
$1.17M -$22.6K -408 -2%
ASN
178
Advisory Services Network
Georgia
$1.17M -$51K -920 -4%
WIC
179
Whitegate Investment Counselors
New Hampshire
$1.16M -$200K -3,608 -15%
TIA
180
Tiemann Investment Advisors
California
$1.16M +$30.8K +556 +3%
SBH
181
Segall Bryant & Hamill
Illinois
$1.15M
FPGK
182
Financial Partners Group (Kansas)
Kansas
$1.14M -$280K -5,052 -20%
FCI
183
Financial Counselors Inc
Kansas
$1.14M +$215K +3,880 +24%
WC
184
Whitnell & Co
Illinois
$1.11M +$89.8K +1,620 +9%
CPA
185
Capital Planning Advisors
California
$1.11M +$59.7K +1,076 +6%
CW
186
Cobiz Wealth
Colorado
$1.11M -$134K -2,420 -11%
VF
187
Virtu Financial
New York
$1.1M +$52.3K +944 +5%
VDFA
188
Vickerman & Driscoll Financial Advisors
Washington
$1.1M -$18.2K -328 -2%
FTIOP
189
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.06M +$1.04M +18,688 New
DP
190
Dearborn Partners
Illinois
$1.03M -$28.8K -520 -3%
HCIA
191
Hochman Cole Investment Advisors
Illinois
$1.03M
LFAS
192
Level Four Advisory Services
Texas
$1.02M -$47.7K -860 -5%
PWAP
193
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M
GWM
194
Geneos Wealth Management
Colorado
$1M +$8.21K +148 +0.8%
IB
195
Intrust Bank
Kansas
$979K -$125K -2,256 -12%
EIP
196
Ellis Investment Partners
Pennsylvania
$963K +$187K +3,380 +25%
CHA
197
Carmichael Hill & Associates
Maryland
$951K
MBT
198
Montecito Bank & Trust
California
$936K -$33.3K -600 -4%
UBS AM
199
UBS AM
Illinois
$935K +$403K +7,264 +78%
QCMC
200
Quantum Capital Management (California)
California
$922K -$14.4K -260 -2%

IJK Hedge Fund Activity: Q2 2019 in Review

537 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2019, worth a combined $4.7B — up 2.5% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IJK positions and 39 closed out — a net gain of 11 holders — while 164 added to existing stakes and 172 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $24.7M. The largest seller was Wells Fargo, cutting an estimated $34M.

  • 537 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $4.7B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 50 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2019 and 39 closed out, a net change of +11 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $24.7M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2019 was Wells Fargo, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2019.