iShares S&P Mid-Cap 400 Growth ETF
333 hedge funds and large institutions have $2.92B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 135 reducing their positions, and 34 closing their positions.
16% more call options, than puts
Call options by funds: $7.05M | Put options by funds: $6.05M
0.1% more ownership
Funds ownership: 232.16% → 232.26% (+0.1%)
3% less funds holding
Funds holding: 344 → 333 (-11)
6% less capital invested
Capital invested by funds: $3.09B → $2.92B (-$173M)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
26% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 34
27% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 135
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$9.54M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$8.64M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.51M |
| 5 |
SG Americas Securities
New York
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$50.9M |
| 2 |
Morgan Stanley
New York
|
-$28.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$24.7M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$16.7M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$12.1M |
IJK Hedge Fund Activity: Q1 2016 in Review
333 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2016, worth a combined $2.92B — down 5.6% from $3.09B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of IJK and 25 opened new positions — a net loss of 9 holders — while 135 trimmed existing stakes and 98 added.
The largest buyer was Goldman Sachs, adding an estimated $9.54M. The largest seller was LPL Financial, cutting an estimated $50.9M.
- 333 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2016, down from 344 in Q4 2015.
- Funds reported $2.92B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2016, down 5.6% quarter-over-quarter.
- 25 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2016 and 34 closed out, a net change of -9 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2016 was Goldman Sachs, an estimated $9.54M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2016 was LPL Financial, an estimated $50.9M sold.
Based on aggregated 13F filings for Q1 2016.