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iShares S&P Mid-Cap 400 Growth ETF
IJK

293 hedge funds and large institutions have $2.66B invested in iShares S&P Mid-Cap 400 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 85 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $4.87M | Put options by funds: $1.45M

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

19% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 85

10% more funds holding

Funds holding: 267 → 293 (+26)

6% more capital invested

Capital invested by funds: $2.51B → $2.66B (+$145M)

3.92% more ownership

Funds ownership: 223.96% → 227.88% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

Holders
293
Holders Change
+26
Holders Change %
+9.74%
% of All Funds
7.82%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
46
Increased
101
Reduced
85
Closed
16
Calls
$4.87M
Puts
$1.45M
Net Calls
+$3.42M
Net Calls Change
+$3.9M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$20.9M
2
MCM
MAI Capital Management
Ohio
+$8.81M
3
CIM
Confluence Investment Management
Missouri
+$6.03M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$5.17M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$4.31M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$35.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.97M
3
Jane Street
Jane Street
New York
-$7.73M
4
BF
BOK Financial
Oklahoma
-$6.57M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$885M +$20.9M +537,280 +2%
Morgan Stanley
2
Morgan Stanley
New York
$248M +$1.66M +42,740 +0.7%
Goldman Sachs
3
Goldman Sachs
New York
$143M -$35.3M -909,020 -20%
Bank of America
4
Bank of America
North Carolina
$96.3M +$1.11M +28,688 +1%
UBS Group
5
UBS Group
Switzerland
$94.1M +$91.5M +2,356,888 New
EFS
6
Edelman Financial Services
Virginia
$70.3M +$3.08M +79,292 +5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$67.4M -$353K -9,104 -0.5%
KeyBank National Association
8
KeyBank National Association
Ohio
$67.1M +$1.08M +27,896 +2%
BF
9
BOK Financial
Oklahoma
$42.4M -$6.57M -169,276 -14%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$41.2M +$1.84M +47,292 +5%
CDIA
11
Capital Directions Investment Advisors
Georgia
$38.3M +$369K +9,496 +1%
M&T Bank
12
M&T Bank
New York
$35.6M +$1.14M +29,456 +3%
CIM
13
Confluence Investment Management
Missouri
$32.4M +$6.03M +155,280 +24%
Stifel Financial
14
Stifel Financial
Missouri
$30.9M +$2.56M +66,000 +9%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$29.5M +$5.17M +133,164 +22%
LPL Financial
16
LPL Financial
California
$28.9M +$337K +8,688 +1%
FHB
17
First Hawaiian Bank
Hawaii
$28.7M -$2.47M -63,596 -8%
WF
18
WealthTrust Fairport
Ohio
$23.6M +$722K +18,588 +3%
Deutsche Bank
19
Deutsche Bank
Germany
$23.2M +$1.36M +35,116 +6%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$18.9M +$911K +23,476 +5%
FMC
21
First Merchants Corp
Indiana
$17.5M +$230K +5,932 +1%
RJA
22
Raymond James & Associates
Florida
$17M +$1.24M +31,960 +8%
Northern Trust
23
Northern Trust
Illinois
$16.2M -$1.15M -29,680 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$16.1M +$1.31M +33,728 +9%
MM
25
Main Management
California
$15.6M – – –
1
2 3 4 5

IJK Hedge Fund Activity: Q4 2014 in Review

293 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2014, worth a combined $2.66B — up 5.8% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IJK positions and 16 closed out — a net gain of 30 holders — while 101 added to existing stakes and 85 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.9M. The largest seller was Goldman Sachs, cutting an estimated $35.3M.

  • 293 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2014, up from 267 in Q3 2014.
  • Funds reported $2.66B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2014, up 5.8% quarter-over-quarter.
  • 46 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2014 and 16 closed out, a net change of +30 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2014 was Wells Fargo, an estimated $20.9M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2014 was Goldman Sachs, an estimated $35.3M sold.

Based on aggregated 13F filings for Q4 2014.