iShares S&P Mid-Cap 400 Growth ETF
380 hedge funds and large institutions have $3.47B invested in iShares S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 115 reducing their positions, and 26 closing their positions.
203% more call options, than puts
Call options by funds: $6.36M | Put options by funds: $2.1M
115% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 26
25% more funds holding in top 10
Funds holding in top 10: 20 → 25 (+5)
21% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 115
7% more funds holding
Funds holding: 355 → 380 (+25)
4.38% more ownership
Funds ownership: 233.98% → 238.36% (+4.4%)
5% more capital invested
Capital invested by funds: $3.3B → $3.47B (+$163M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sandler Capital Management
New York
|
+$24.8M |
| 2 |
Morgan Stanley
New York
|
+$14.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.49M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$63.7M |
| 2 |
VanEck Associates
New York
|
-$19.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$9.28M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.06M |
| 5 |
Goldman Sachs
New York
|
-$3.95M |
IJK Hedge Fund Activity: Q4 2016 in Review
380 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2016, worth a combined $3.47B — up 4.9% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IJK positions and 26 closed out — a net gain of 30 holders — while 139 added to existing stakes and 115 trimmed.
The largest buyer was Sandler Capital Management, opening a new position worth an estimated $24.8M. The largest seller was Wells Fargo, cutting an estimated $63.7M.
- 380 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2016, up from 355 in Q3 2016.
- Funds reported $3.47B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2016, up 4.9% quarter-over-quarter.
- 56 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2016 and 26 closed out, a net change of +30 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2016 was Sandler Capital Management, an estimated $24.8M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2016 was Wells Fargo, an estimated $63.7M sold.
Based on aggregated 13F filings for Q4 2016.