iShares S&P Mid-Cap 400 Growth ETF
355 hedge funds and large institutions have $3.3B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 17 closing their positions.
117% more call options, than puts
Call options by funds: $10M | Put options by funds: $4.61M
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
8% more capital invested
Capital invested by funds: $3.05B → $3.3B (+$252M)
2% more funds holding
Funds holding: 347 → 355 (+8)
6% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 118
0.63% more ownership
Funds ownership: 233.35% → 233.98% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$64.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$28.6M |
| 3 |
VanEck Associates
New York
|
+$19.5M |
| 4 |
Morgan Stanley
New York
|
+$18.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$17M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$7.06M |
| 3 |
LPL Financial
San Diego,
California
|
-$6.56M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.77M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$5.66M |
IJK Hedge Fund Activity: Q3 2016 in Review
355 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2016, worth a combined $3.3B — up 8.3% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IJK positions and 17 closed out — a net gain of 14 holders — while 125 added to existing stakes and 118 trimmed.
The largest buyer was Wells Fargo, adding an estimated $64.3M. The largest seller was Confluence Investment Management, cutting an estimated $17M.
- 355 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2016, up from 347 in Q2 2016.
- Funds reported $3.3B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2016, up 8.3% quarter-over-quarter.
- 31 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2016 and 17 closed out, a net change of +14 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $64.3M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2016 was Confluence Investment Management, an estimated $17M sold.
Based on aggregated 13F filings for Q3 2016.