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iShares S&P Mid-Cap 400 Growth ETF
IJK

223 hedge funds and large institutions have $2.05B invested in iShares S&P Mid-Cap 400 Growth ETF in 2013 Q2 according to their latest regulatory filings, with 223 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

221.61% more ownership

Funds ownership: 0% → 221.61% (+222%)

201% more call options, than puts

Call options by funds: $6M | Put options by funds: $2M

Holders
223
Holders Change
+223
Holders Change %
–
% of All Funds
7.28%
Holding in Top 10
14
Holding in Top 10 Change
+14
Holding in Top 10 Change %
% of All Funds
0.46%
New
223
Increased
–
Reduced
–
Closed
–
Calls
$6M
Puts
$2M
Net Calls
+$4.01M
Net Calls Change
+$4.01M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$642M +$647M +19,924,620 New
Morgan Stanley
2
Morgan Stanley
New York
$214M +$215M +6,639,324 New
Goldman Sachs
3
Goldman Sachs
New York
$106M +$107M +3,285,916 New
QI
4
Qualcomm Inc
California
$90.1M +$90.9M +2,800,000 New
Bank of America
5
Bank of America
North Carolina
$71.6M +$72.1M +2,222,948 New
U
6
UBS
Switzerland
$66.7M +$67.3M +2,072,376 New
KeyBank National Association
7
KeyBank National Association
Ohio
$48.6M +$49M +1,510,492 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$45.5M +$45.8M +1,411,996 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$41.7M +$42M +1,294,832 New
BF
10
BOK Financial
Oklahoma
$38.2M +$38.5M +1,187,400 New
EFS
11
Edelman Financial Services
Virginia
$35.9M +$36.2M +1,116,028 New
LPL Financial
12
LPL Financial
California
$33.9M +$34.1M +1,051,792 New
CHFS
13
Cobble Hill Financial Services
New Jersey
$29.6M +$29.9M +920,000 New
CDIA
14
Capital Directions Investment Advisors
Georgia
$29.4M +$29.6M +913,364 New
FHB
15
First Hawaiian Bank
Hawaii
$21.1M +$21.2M +653,336 New
SWA
16
SFMG Wealth Advisors
Texas
$19.5M +$19.7M +605,568 New
RJA
17
Raymond James & Associates
Florida
$18.9M +$19M +586,292 New
CS
18
Credit Suisse
Switzerland
$18.5M +$18.6M +574,264 New
WF
19
WealthTrust Fairport
Ohio
$17.4M +$17.6M +541,228 New
Deutsche Bank
20
Deutsche Bank
Germany
$16.8M +$16.9M +522,076 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$14.7M +$14.8M +456,188 New
SNC
22
Stifel Nicolaus & Co
Missouri
$14.1M +$14.3M +439,332 New
LMIM
23
Lockheed Martin Investment Management
Maryland
$13.1M +$13.2M +408,068 New
FMC
24
First Merchants Corp
Indiana
$13.1M +$13.2M +405,280 New
1IA
25
1834 Investment Advisors
Wisconsin
$11.2M +$11.3M +348,076 New
1
2 3 4 5

IJK Hedge Fund Activity: Q2 2013 in Review

223 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2013, worth a combined $2.05B.

Buyers outnumbered sellers: 223 funds opened new IJK positions and 0 closed out — a net gain of 223 holders — while 0 added to existing stakes and 0 trimmed.

  • 223 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.05B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2013.
  • 223 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2013 and 0 closed out, a net change of +223 holders.

Based on aggregated 13F filings for Q2 2013.