iShares S&P Mid-Cap 400 Growth ETF
670 hedge funds and large institutions have $5.02B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 141 increasing their positions, 264 reducing their positions, and 33 closing their positions.
285% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 33
29% more funds holding in top 10
Funds holding in top 10: 24 → 31 (+7)
22% more capital invested
Capital invested by funds: $4.11B → $5.02B (+$910M)
15% more funds holding
Funds holding: 585 → 670 (+85)
47% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 264
188.48% less ownership
Funds ownership: 251.97% → 63.49% (-188%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$16M |
| 2 |
SCM
Sandler Capital Management
New York
|
+$13.7M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$11.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.82M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$8.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Courier Capital
Buffalo,
New York
|
-$49.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$24.5M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$24.5M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$19.9M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.4M |
IJK Hedge Fund Activity: Q4 2020 in Review
670 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2020, worth a combined $5.02B — up 22% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new IJK positions and 33 closed out — a net gain of 94 holders — while 141 added to existing stakes and 264 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $16M. The largest seller was Courier Capital, cutting an estimated $49.3M.
- 670 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2020, up from 585 in Q3 2020.
- Funds reported $5.02B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 127 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2020 and 33 closed out, a net change of +94 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2020 was Churchill Management, an estimated $16M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2020 was Courier Capital, an estimated $49.3M sold.
Based on aggregated 13F filings for Q4 2020.