iShares S&P Mid-Cap 400 Growth ETF
345 hedge funds and large institutions have $3.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 121 reducing their positions, and 26 closing their positions.
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
3% more funds holding
Funds holding: 335 → 345 (+10)
2% less capital invested
Capital invested by funds: $3.16B → $3.11B (-$58.5M)
5% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 121
5.61% less ownership
Funds ownership: 238.69% → 233.08% (-5.6%)
14% less funds holding in top 10
Funds holding in top 10: 28 → 24 (-4)
33% less call options, than puts
Call options by funds: $3.94M | Put options by funds: $5.84M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$27.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$15.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.1M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.8M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$91M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$30.3M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$15.7M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$15M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$14.2M |
IJK Hedge Fund Activity: Q4 2015 in Review
345 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2015, worth a combined $3.11B — down 1.8% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IJK positions and 26 closed out — a net gain of 12 holders — while 115 added to existing stakes and 121 trimmed.
The largest buyer was Wells Fargo, adding an estimated $27.1M. The largest seller was Goldman Sachs, cutting an estimated $91M.
- 345 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2015, up from 335 in Q3 2015.
- Funds reported $3.11B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2015, down 1.8% quarter-over-quarter.
- 38 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2015 and 26 closed out, a net change of +12 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2015 was Wells Fargo, an estimated $27.1M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2015 was Goldman Sachs, an estimated $91M sold.
Based on aggregated 13F filings for Q4 2015.