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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
KA
201
Kovack Advisors
Florida
$606K +$600K +12,336 New
DIA
202
Denver Investment Advisors
Colorado
$592K
RMDI
203
R.M. Davis Inc
Maine
$590K
PMG
204
ProVise Management Group
Florida
$579K -$19.6K -404 -3%
HCA
205
Harbour Capital Advisors
Virginia
$556K
MBT
206
Montecito Bank & Trust
California
$552K -$198K -4,068 -27%
MWM
207
Marietta Wealth Management
Georgia
$552K +$546K +11,220 New
FIM
208
Freedom Investment Management
Connecticut
$547K -$34.8K -716 -6%
HJA
209
Hugh Johnson Advisors
New York
$546K -$23.3K -480 -4%
FCI
210
Financial Counselors Inc
Kansas
$542K -$75.7K -1,556 -12%
PPA
211
Parametric Portfolio Associates
Washington
$540K -$9.53K -196 -2%
OC
212
Oakworth Capital
Alabama
$532K -$27.8K -572 -5%
KCM
213
Kanawha Capital Management
Virginia
$524K -$20.4K -420 -4%
AFP
214
Ausdal Financial Partners
Iowa
$519K +$272K +5,584 +112%
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$518K -$10.9K -224 -2%
EAM
216
Evanson Asset Management
California
$514K
WP
217
WealthSource Partners
California
$513K +$34K +700 +7%
LPT
218
Legacy Private Trust
Wisconsin
$497K -$103K -2,120 -17%
ECM
219
Exchange Capital Management
Michigan
$495K -$108K -2,212 -18%
AC
220
Alexandria Capital
Virginia
$495K +$195 +4 +0%
RPG
221
Risk Paradigm Group
Texas
$490K
OIA
222
OneDigital Investment Advisors
Kansas
$486K +$481K +9,892 New
OCM
223
One Capital Management
California
$482K +$64.4K +1,324 +16%
LW
224
Linscomb Wealth
Texas
$481K
SMC
225
Smith, Moore & Co
Missouri
$471K +$88.5K +1,820 +23%

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.