iShares S&P Mid-Cap 400 Growth ETF
490 hedge funds and large institutions have $4.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 160 reducing their positions, and 26 closing their positions.
88% more call options, than puts
Call options by funds: $4.56M | Put options by funds: $2.43M
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
18% more funds holding in top 10
Funds holding in top 10: 28 → 33 (+5)
2% more funds holding
Funds holding: 480 → 490 (+10)
2% more capital invested
Capital invested by funds: $4.65B → $4.74B (+$91.7M)
4% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 160
1.54% less ownership
Funds ownership: 235.85% → 234.31% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$54.9M |
| 2 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
+$54.9M |
| 3 |
SCM
Sandler Capital Management
New York
|
+$29.1M |
| 4 |
CC
Chanos & Company
New York
|
+$16.3M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$8.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$136M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$33.5M |
| 3 |
LPL Financial
San Diego,
California
|
-$15.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$11.3M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.96M |
IJK Hedge Fund Activity: Q2 2018 in Review
490 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2018, worth a combined $4.74B — up 2% from $4.65B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IJK positions and 26 closed out — a net gain of 16 holders — while 154 added to existing stakes and 160 trimmed.
The largest buyer was First Command Advisory Services, opening a new position worth an estimated $54.9M. The largest seller was Morgan Stanley, cutting an estimated $136M.
- 490 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2018, up from 480 in Q1 2018.
- Funds reported $4.74B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2018, up 2% quarter-over-quarter.
- 42 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2018 and 26 closed out, a net change of +16 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2018 was First Command Advisory Services, an estimated $54.9M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2018 was Morgan Stanley, an estimated $136M sold.
Based on aggregated 13F filings for Q2 2018.