IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

378 hedge funds and large institutions have $3.65B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
9.42%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.45%
New
33
Increased
131
Reduced
122
Closed
31
Calls
$7.01M
Puts
$1.23M
Net Calls
+$5.78M
Net Calls Change
+$1.52M

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$42.4M
2
HCM
Highfields Capital Management
Massachusetts
+$26.3M
3
Ameriprise
Ameriprise
Minnesota
+$13.1M
4
Morgan Stanley
Morgan Stanley
New York
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$9.56M

Top Sellers

1
SCM
Sandler Capital Management
New York
-$25.7M
2
Wells Fargo
Wells Fargo
California
-$19.6M
3
Stifel Financial
Stifel Financial
Missouri
-$13M
4
CAL
Capital Analysts LLC
Pennsylvania
-$12.9M
5
RJA
Raymond James & Associates
Florida
-$8.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.29B -$19.6M -410,288 -1%
Morgan Stanley
2
Morgan Stanley
New York
$347M +$12.7M +266,536 +4%
Goldman Sachs
3
Goldman Sachs
New York
$160M -$5.66M -118,668 -3%
Bank of America
4
Bank of America
North Carolina
$147M +$591K +12,388 +0.4%
UBS Group
5
UBS Group
Switzerland
$121M +$9.56M +200,344 +9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$107M +$5.88M +123,156 +6%
EFS
7
Edelman Financial Services
Virginia
$85.2M +$3.96M +82,912 +5%
KeyBank National Association
8
KeyBank National Association
Ohio
$64.8M +$877K +18,384 +1%
RJA
9
Raymond James & Associates
Florida
$54.7M -$8.82M -184,840 -14%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$48.2M +$3.05M +63,976 +7%
Ameriprise
11
Ameriprise
Minnesota
$45.7M +$13.1M +273,740 +40%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$44M -$535K -11,200 -1%
MIAN
13
Mariner Independent Advisor Network
Kansas
$42.4M +$42.4M +887,564 New
LPL Financial
14
LPL Financial
California
$36.6M -$587K -12,348 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$34.1M +$380K +7,972 +1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$33.4M +$4.4M +92,176 +15%
Northern Trust
17
Northern Trust
Illinois
$31.8M +$862K +18,064 +3%
BF
18
BOK Financial
Oklahoma
$31.5M -$80K -1,676 -0.3%
CDIA
19
Capital Directions Investment Advisors
Georgia
$31.2M -$1.35M -28,388 -4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$27.8M +$1.42M +29,712 +5%
HCM
21
Highfields Capital Management
Massachusetts
$26.3M +$26.3M +551,604 New
Stifel Financial
22
Stifel Financial
Missouri
$26.1M -$13M -270,316 -33%
WF
23
WealthTrust Fairport
Ohio
$25.1M -$1.83M -38,348 -7%
DADC
24
D.A. Davidson & Co
Montana
$20.9M +$1.86M +38,944 +10%
FMC
25
First Merchants Corp
Indiana
$18.6M +$890K +18,644 +5%
1
2 3 4 5