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iShares S&P Mid-Cap 400 Growth ETF

569 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $442K

50% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $3.35B → $3.79B (+$437M)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

3% more funds holding

Funds holding: 552569 (+17)

7.62% less ownership

Funds ownership: 252.32%244.7% (-7.6%)

52% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 237

Holders
569
Holders Change
+17
Holders Change %
+3.08%
% of All Funds
11.67%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.41%
New
63
Increased
114
Reduced
237
Closed
42
Calls
$1.64M
Puts
$442K
Net Calls
+$1.19M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$715M -$200M -3,852,220 -23%
Morgan Stanley
2
Morgan Stanley
New York
$402M -$2.6M -50,092 -0.7%
Goldman Sachs
3
Goldman Sachs
New York
$196M -$2.49M -48,020 -1%
Bank of America
4
Bank of America
North Carolina
$193M +$9.63M +185,500 +6%
Financial Engines Advisors
5
Financial Engines Advisors
California
$167M -$27.6M -531,504 -15%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$152M -$5.4M -104,044 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$129M -$3.19M -61,436 -3%
UBS Group
8
UBS Group
Switzerland
$118M -$3.62M -69,608 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$68.5M -$11.2M -215,588 -15%
DADC
10
D.A. Davidson & Co
Montana
$61.6M +$500K +9,628 +0.9%
Truist Financial
11
Truist Financial
North Carolina
$60.6M -$5.93M -114,136 -10%
LPL Financial
12
LPL Financial
California
$57.1M -$3.55M -68,348 -6%
Ameriprise
13
Ameriprise
Minnesota
$55.5M -$16.2M -311,348 -24%
RJA
14
Raymond James & Associates
Florida
$52M -$8.05M -154,920 -14%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$50M -$22M -422,676 -32%
Northern Trust
16
Northern Trust
Illinois
$46.3M +$4.18M +80,452 +11%
KeyBank National Association
17
KeyBank National Association
Ohio
$42.3M -$473K -9,108 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$40.1M -$8.6M -165,628 -19%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$37M +$3.06M +58,932 +10%
HighTower Advisors
20
HighTower Advisors
Illinois
$36.2M +$1.21M +23,364 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$35.6M -$4M -77,008 -11%
BF
22
BOK Financial
Oklahoma
$34.8M -$226K -4,344 -0.7%
MCM
23
MAI Capital Management
Ohio
$29.1M +$500K +9,636 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$28.4M +$1.8M +34,704 +7%
JP Morgan Chase
25
JP Morgan Chase
New York
$26.7M -$1.3M -24,968 -5%

IJK Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2020, worth a combined $3.79B — up 13% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJK positions and 42 closed out — a net gain of 21 holders — while 114 added to existing stakes and 237 trimmed.

The largest buyer was Wilmington Savings Fund Society, opening a new position worth an estimated $21M. The largest seller was Wells Fargo, cutting an estimated $200M.

  • 569 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2020, up from 552 in Q1 2020.
  • Funds reported $3.79B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2020, up 13% quarter-over-quarter.
  • 63 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2020 and 42 closed out, a net change of +21 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2020 was Wilmington Savings Fund Society, an estimated $21M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2020 was Wells Fargo, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2020.