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iShares S&P Mid-Cap 400 Growth ETF

537 hedge funds and large institutions have $4.7B invested in iShares S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $950K

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

2.58% more ownership

Funds ownership: 243.65%246.23% (+2.6%)

3% more capital invested

Capital invested by funds: $4.58B → $4.7B (+$116M)

0% more funds holding

Funds holding: 535537 (+2)

5% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 172

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
11.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.5%
New
50
Increased
164
Reduced
172
Closed
39
Calls
$3.83M
Puts
$950K
Net Calls
+$2.88M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.3B -$34M -613,288 -3%
Morgan Stanley
2
Morgan Stanley
New York
$364M -$4.1M -73,988 -1%
Bank of America
3
Bank of America
North Carolina
$206M -$3.39M -61,164 -2%
Goldman Sachs
4
Goldman Sachs
New York
$188M -$340K -6,132 -0.2%
UBS Group
5
UBS Group
Switzerland
$161M +$5.13M +92,536 +3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$130M +$938K +16,924 +0.7%
Financial Engines Advisors
7
Financial Engines Advisors
California
$127M +$863K +15,564 +0.7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$119M -$5.51M -99,432 -4%
Stifel Financial
9
Stifel Financial
Missouri
$97.1M +$4.29M +77,404 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$85.2M +$522K +9,408 +0.6%
Ameriprise
11
Ameriprise
Minnesota
$78.9M -$1.26M -22,764 -2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$76.8M -$1.14M -20,540 -1%
RJA
13
Raymond James & Associates
Florida
$68M -$4.84M -87,192 -7%
Truist Financial
14
Truist Financial
North Carolina
$63.7M +$1.11M +20,088 +2%
LPL Financial
15
LPL Financial
California
$60.2M +$342K +6,172 +0.6%
DADC
16
D.A. Davidson & Co
Montana
$59.5M -$130K -2,340 -0.2%
KeyBank National Association
17
KeyBank National Association
Ohio
$51.8M -$1.72M -30,988 -3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$46.4M -$93.6K -1,688 -0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$45.8M -$153K -2,768 -0.3%
Northern Trust
20
Northern Trust
Illinois
$40.7M +$1.41M +25,468 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$40.4M -$1.93M -34,764 -5%
HighTower Advisors
22
HighTower Advisors
Illinois
$39.7M +$24.7M +445,600 +174%
BF
23
BOK Financial
Oklahoma
$36.9M -$2.68M -48,308 -7%
JP Morgan Chase
24
JP Morgan Chase
New York
$33.4M +$705K +12,708 +2%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$32.9M +$1.28M +23,056 +4%

IJK Hedge Fund Activity: Q2 2019 in Review

537 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2019, worth a combined $4.7B — up 2.5% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IJK positions and 39 closed out — a net gain of 11 holders — while 164 added to existing stakes and 172 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $24.7M. The largest seller was Wells Fargo, cutting an estimated $34M.

  • 537 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2019, up from 535 in Q1 2019.
  • Funds reported $4.7B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 50 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2019 and 39 closed out, a net change of +11 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $24.7M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2019 was Wells Fargo, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2019.