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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
VIA
201
Vantage Investment Advisors
Pennsylvania
$624K +$10.7K +244 +2%
ABC
202
Associated Banc-Corp
Wisconsin
$611K -$295K -6,692 -33%
MG
203
Mather Group
Illinois
$601K +$22.2K +504 +4%
ONB
204
Old National Bancorp
Indiana
$598K -$107K -2,436 -16%
BTS
205
BB&T Securities
Virginia
$592K
BTNA
206
Bremer Trust National Association
Minnesota
$585K -$7.04K -160 -1%
FCI
207
Financial Counselors Inc
Kansas
$579K +$560K +12,716 New
JWM
208
Jacobus Wealth Management
Wisconsin
$570K
WP
209
WMS Partners
Maryland
$566K
LPT
210
Legacy Private Trust
Wisconsin
$557K -$2.47K -56 -0.5%
PMG
211
ProVise Management Group
Florida
$552K
SAM
212
Solaris Asset Management
New York
$548K -$120K -2,736 -19%
DIA
213
Denver Investment Advisors
Colorado
$548K +$530K +12,040 New
RMDI
214
R.M. Davis Inc
Maine
$547K
FIM
215
Freedom Investment Management
Connecticut
$541K -$13.2K -300 -2%
HCA
216
Harbour Capital Advisors
Virginia
$516K
FHC
217
First Heartland Consultants
Missouri
$509K -$3.06M -69,600 -86%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$509K -$6.52K -148 -1%
KCM
219
Kanawha Capital Management
Virginia
$505K -$36.1K -820 -7%
PFPT
220
Pinnacle Financial Partners (Tennessee)
Tennessee
$501K -$413K -9,380 -46%
AWM
221
Affinity Wealth Management
Delaware
$489K -$334K -7,592 -41%
OC
222
Oakworth Capital
Alabama
$481K +$3.87K +88 +0.8%
ICOA
223
Investment Centers of America
North Dakota
$481K +$102K +2,320 +28%
MBT
224
Montecito Bank & Trust
California
$478K
EAM
225
Evanson Asset Management
California
$476K

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.