iShares S&P Mid-Cap 400 Growth ETF
273 hedge funds and large institutions have $2.6B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 21 closing their positions.
829% more call options, than puts
Call options by funds: $5.12M | Put options by funds: $551K
1% more capital invested
Capital invested by funds: $2.58B → $2.6B (+$19.6M)
0.14% more ownership
Funds ownership: 221.58% → 221.72% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
1% less funds holding
Funds holding: 275 → 273 (-2)
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
15% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$30.8M |
| 2 |
SG Americas Securities
New York
|
+$7.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.69M |
| 4 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$4.57M |
| 5 |
MM
Main Management
San Francisco,
California
|
+$4.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$25.6M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$24.9M |
| 3 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$22M |
| 4 |
Morgan Stanley
New York
|
-$10.6M |
| 5 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$10.4M |
IJK Hedge Fund Activity: Q2 2014 in Review
273 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2014, worth a combined $2.6B — up 0.76% from $2.58B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IJK and 20 opened new positions — a net loss of 1 holder — while 104 trimmed existing stakes and 88 added.
The largest buyer was Goldman Sachs, adding an estimated $30.8M. The largest seller was Wells Fargo, cutting an estimated $25.6M.
- 273 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2014, down from 275 in Q1 2014.
- Funds reported $2.6B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2014, up 0.76% quarter-over-quarter.
- 20 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2014 and 21 closed out, a net change of -1 holder.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2014 was Goldman Sachs, an estimated $30.8M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2014 was Wells Fargo, an estimated $25.6M sold.
Based on aggregated 13F filings for Q2 2014.