iShares S&P Mid-Cap 400 Growth ETF
521 hedge funds and large institutions have $4.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 145 increasing their positions, 176 reducing their positions, and 60 closing their positions.
460% more call options, than puts
Call options by funds: $784K | Put options by funds: $140K
48% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 60
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
7.1% more ownership
Funds ownership: 234.86% → 241.96% (+7.1%)
5% more funds holding
Funds holding: 496 → 521 (+25)
13% less capital invested
Capital invested by funds: $4.74B → $4.11B (-$635M)
18% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$113M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$112M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$85.6M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$23.7M |
| 5 |
SCM
Sandler Capital Management
New York
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$64M |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$52M |
| 3 |
Morgan Stanley
New York
|
-$30.8M |
| 4 |
LPL Financial
San Diego,
California
|
-$22.6M |
| 5 |
CC
Chanos & Company
New York
|
-$7.65M |
IJK Hedge Fund Activity: Q4 2018 in Review
521 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2018, worth a combined $4.11B — down 13% from $4.74B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new IJK positions and 60 closed out — a net gain of 29 holders — while 145 added to existing stakes and 176 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Envestnet Asset Management, cutting an estimated $64M.
- 521 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2018, up from 496 in Q3 2018.
- Funds reported $4.11B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2018, down 13% quarter-over-quarter.
- 89 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2018 and 60 closed out, a net change of +29 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2018 was Fidelity Investments, an estimated $113M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $64M sold.
Based on aggregated 13F filings for Q4 2018.