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iShares S&P Mid-Cap 400 Growth ETF

535 hedge funds and large institutions have $4.58B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 164 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

503% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $263K

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

12% more capital invested

Capital invested by funds: $4.11B → $4.58B (+$474M)

3% more funds holding

Funds holding: 521535 (+14)

1.79% more ownership

Funds ownership: 241.86%243.65% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 180

Holders
535
Holders Change
+14
Holders Change %
+2.69%
% of All Funds
11.58%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
61
Increased
164
Reduced
180
Closed
39
Calls
$1.58M
Puts
$263K
Net Calls
+$1.32M
Net Calls Change
+$678K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.29B -$124M -2,350,424 -9%
Morgan Stanley
2
Morgan Stanley
New York
$356M -$4.64M -87,872 -1%
Bank of America
3
Bank of America
North Carolina
$203M -$12.1M -229,724 -6%
Goldman Sachs
4
Goldman Sachs
New York
$182M -$1.3M -24,540 -0.7%
UBS Group
5
UBS Group
Switzerland
$151M +$10.6M +200,708 +8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$125M +$768K +14,556 +0.6%
Financial Engines Advisors
7
Financial Engines Advisors
California
$122M +$4.76M +90,168 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$121M -$13.2M -250,468 -10%
Stifel Financial
9
Stifel Financial
Missouri
$89.9M +$32.9M +623,880 +61%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$82M +$2.61M +49,432 +3%
Ameriprise
11
Ameriprise
Minnesota
$77.8M -$13.6M -256,864 -15%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$75.5M +$753K +14,264 +1%
RJA
13
Raymond James & Associates
Florida
$70.6M -$13.2M -250,452 -16%
Truist Financial
14
Truist Financial
North Carolina
$60.6M +$2.55M +48,256 +5%
LPL Financial
15
LPL Financial
California
$57.9M +$454K +8,600 +0.8%
DADC
16
D.A. Davidson & Co
Montana
$57.7M +$1.1M +20,904 +2%
KeyBank National Association
17
KeyBank National Association
Ohio
$51.8M -$2.6M -49,172 -5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$45M -$1.69M -31,956 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$44.5M +$965K +18,280 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$41M -$1.03M -19,476 -3%
BF
21
BOK Financial
Oklahoma
$38.4M +$2.44M +46,300 +7%
Northern Trust
22
Northern Trust
Illinois
$38M +$1.52M +28,820 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$32M +$1.94M +36,828 +7%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$30.6M +$13.3M +252,180 +82%
CDIA
25
Capital Directions Investment Advisors
Georgia
$28.4M -$704K -13,336 -3%

IJK Hedge Fund Activity: Q1 2019 in Review

535 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2019, worth a combined $4.58B — up 12% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IJK positions and 39 closed out — a net gain of 22 holders — while 164 added to existing stakes and 180 trimmed.

The largest buyer was Stifel Financial, adding an estimated $32.9M. The largest seller was Wells Fargo, cutting an estimated $124M.

  • 535 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2019, up from 521 in Q4 2018.
  • Funds reported $4.58B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2019, up 12% quarter-over-quarter.
  • 61 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2019 and 39 closed out, a net change of +22 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2019 was Stifel Financial, an estimated $32.9M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2019 was Wells Fargo, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2019.