iShares S&P Mid-Cap 400 Growth ETF
346 hedge funds and large institutions have $3.04B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 119 reducing their positions, and 21 closing their positions.
71% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 21
4% more funds holding
Funds holding: 333 → 346 (+13)
4% more capital invested
Capital invested by funds: $2.92B → $3.04B (+$123M)
0.35% more ownership
Funds ownership: 232.26% → 232.61% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
13% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 119
64% less call options, than puts
Call options by funds: $2.69M | Put options by funds: $7.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$32.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$26M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.26M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.69M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$25.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$16.3M |
| 3 |
Goldman Sachs
New York
|
-$11.6M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
-$9.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.98M |
IJK Hedge Fund Activity: Q2 2016 in Review
346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2016, worth a combined $3.04B — up 4.2% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IJK positions and 21 closed out — a net gain of 15 holders — while 103 added to existing stakes and 119 trimmed.
The largest buyer was Wells Fargo, adding an estimated $32.9M. The largest seller was LPL Financial, cutting an estimated $25.2M.
- 346 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2016, up from 333 in Q1 2016.
- Funds reported $3.04B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2016, up 4.2% quarter-over-quarter.
- 36 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2016 and 21 closed out, a net change of +15 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2016 was Wells Fargo, an estimated $32.9M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $25.2M sold.
Based on aggregated 13F filings for Q2 2016.