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iShares S&P Mid-Cap 400 Growth ETF

388 hedge funds and large institutions have $3.84B invested in iShares S&P Mid-Cap 400 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 139 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $8M | Put options by funds: $3.6M

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 112

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

5% more capital invested

Capital invested by funds: $3.65B → $3.84B (+$198M)

3% more funds holding

Funds holding: 378388 (+10)

4.4% less ownership

Funds ownership: 235.33%230.93% (-4.4%)

Holders
388
Holders Change
+10
Holders Change %
+2.65%
% of All Funds
9.67%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.52%
New
32
Increased
139
Reduced
112
Closed
17
Calls
$8M
Puts
$3.6M
Net Calls
+$4.4M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.37B +$37.2M +765,336 +3%
Morgan Stanley
2
Morgan Stanley
New York
$361M +$3.46M +71,084 +1%
Goldman Sachs
3
Goldman Sachs
New York
$187M +$22.2M +457,020 +14%
Bank of America
4
Bank of America
North Carolina
$159M +$7.79M +160,248 +5%
UBS Group
5
UBS Group
Switzerland
$125M +$678K +13,936 +0.6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$110M +$442K +9,092 +0.4%
EFS
7
Edelman Financial Services
Virginia
$89.5M +$1.76M +36,100 +2%
KeyBank National Association
8
KeyBank National Association
Ohio
$65M -$1.69M -34,816 -3%
RJA
9
Raymond James & Associates
Florida
$63.1M +$6.75M +138,892 +12%
Ameriprise
10
Ameriprise
Minnesota
$54.5M +$7.33M +150,720 +16%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$52.4M +$2.74M +56,252 +6%
Stifel Financial
12
Stifel Financial
Missouri
$51.2M +$24.2M +496,840 +92%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$46.5M +$1.15M +23,640 +3%
LPL Financial
14
LPL Financial
California
$37.2M -$592K -12,176 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$36M +$834K +17,160 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$33.4M -$1.04M -21,416 -3%
BF
17
BOK Financial
Oklahoma
$32.4M -$60.5K -1,244 -0.2%
Northern Trust
18
Northern Trust
Illinois
$32.1M -$614K -12,632 -2%
CDIA
19
Capital Directions Investment Advisors
Georgia
$30.3M -$1.78M -36,568 -6%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$29.9M +$1.21M +24,880 +4%
HCM
21
Highfields Capital Management
Massachusetts
$27.1M
WF
22
WealthTrust Fairport
Ohio
$25.2M -$595K -12,232 -2%
DADC
23
D.A. Davidson & Co
Montana
$22.7M +$1.13M +23,188 +5%
Truist Financial
24
Truist Financial
North Carolina
$21M +$2.62M +53,928 +14%
RFC
25
Regions Financial Corp
Alabama
$19.3M +$632K +13,004 +3%

IJK Hedge Fund Activity: Q2 2017 in Review

388 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2017, worth a combined $3.84B — up 5.4% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IJK positions and 17 closed out — a net gain of 15 holders — while 139 added to existing stakes and 112 trimmed.

The largest buyer was Wells Fargo, adding an estimated $37.2M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $42.4M sold.

  • 388 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2017, up from 378 in Q1 2017.
  • Funds reported $3.84B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2017 and 17 closed out, a net change of +15 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2017 was Wells Fargo, an estimated $37.2M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2017 was Mariner Independent Advisor Network, an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2017.