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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
BEI
201
Benjamin Edwards Inc
Missouri
$920K +$389K +7,012 +76%
BHWM
202
Bar Harbor Wealth Management
New Hampshire
$916K +$11.5K +208 +1%
RJT
203
Raymond James Trust
Florida
$897K -$130K -2,348 -13%
LRIA
204
Leonard Rickey Investment Advisors
Washington
$897K -$12.6K -228 -1%
CFA
205
Carroll Financial Associates
North Carolina
$888K -$125K -2,260 -13%
FRA
206
Front Row Advisors
California
$887K -$24K -432 -3%
SF
207
Synovus Financial
Georgia
$880K
BOPW
208
Brandywine Oak Private Wealth
Pennsylvania
$879K
AIP
209
Ameritas Investment Partners
Nebraska
$875K -$16.6K -300 -2%
BSB
210
Bangor Savings Bank
Maine
$875K
PCG
211
Private Capital Group
Connecticut
$874K -$182K -3,288 -17%
PG
212
Patten Group
Tennessee
$873K +$7.32K +132 +0.9%
TW
213
Transform Wealth
Colorado
$873K +$12.6K +228 +1%
FA
214
FDx Advisors
Illinois
$871K -$57.2K -1,032 -6%
HA
215
Harborview Advisors
Maine
$866K -$1.11K -20 -0.1%
PCMC
216
Private Capital Management (Colorado)
Colorado
$861K -$36.6K -660 -4%
CA
217
Cetera Advisors
Colorado
$854K +$187K +3,376 +28%
CBN
218
Cadence Bank NA
Texas
$846K -$46.8K -844 -5%
CFGS
219
Concourse Financial Group Securities
Alabama
$846K +$11.1K +200 +1%
OC
220
Oppenheimer & Co
New York
$843K -$18.6K -336 -2%
HCM
221
HMS Capital Management
Tennessee
$840K +$368K +6,632 +81%
FHC
222
First Heartland Consultants
Missouri
$819K +$7.54K +136 +0.9%
BAC
223
Boys Arnold & Co
North Carolina
$811K
SC
224
SouthState Corp
Florida
$806K
LIA
225
LBMC Investment Advisors
Tennessee
$805K -$18K -324 -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.