iShares S&P Mid-Cap 400 Growth ETF
347 hedge funds and large institutions have $3.05B 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, 104 increasing their positions, 119 reducing their positions, and 20 closing their positions.
80% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 20
4% more funds holding
Funds holding: 333 → 347 (+14)
1.09% more ownership
Funds ownership: 232.26% → 233.35% (+1.1%)
5% more capital invested
Capital invested by funds: $2.92B → $3.05B (+$133M)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
13% less repeat investments, than reductions
Existing positions increased: 104 | 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 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.98M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.98M |
IJK Hedge Fund Activity: Q2 2016 in Review
347 of the 3,756 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 $3.05B — up 4.5% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IJK positions and 20 closed out — a net gain of 16 holders — while 104 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.
- 347 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2016, up from 333 in Q1 2016.
- Funds reported $3.05B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2016, up 4.5% quarter-over-quarter.
- 36 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2016 and 20 closed out, a net change of +16 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.