iShares S&P Mid-Cap 400 Growth ETF
354 hedge funds and large institutions have $3.27B 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, 123 increasing their positions, 119 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: $3.04B → $3.27B (+$229M)
2% more funds holding
Funds holding: 346 → 354 (+8)
3% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 119
0.94% less ownership
Funds ownership: 232.61% → 231.67% (-0.94%)
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
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 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$19.9M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$17M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$7.06M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.56M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.77M |
IJK Hedge Fund Activity: Q3 2016 in Review
354 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 Q3 2016, worth a combined $3.27B — up 7.5% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IJK positions and 17 closed out — a net gain of 14 holders — while 123 added to existing stakes and 119 trimmed.
The largest buyer was Wells Fargo, adding an estimated $64.3M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $19.9M.
- 354 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2016, up from 346 in Q2 2016.
- Funds reported $3.27B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2016, up 7.5% 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 Northwestern Mutual Wealth Management, an estimated $19.9M sold.
Based on aggregated 13F filings for Q3 2016.