iShares S&P Mid-Cap 400 Growth ETF
657 hedge funds and large institutions have $5.29B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 231 reducing their positions, and 35 closing their positions.
49% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 35
1.27% more ownership
Funds ownership: 63% → 64.27% (+1.3%)
1% more funds holding
Funds holding: 650 → 657 (+7)
5% more capital invested
Capital invested by funds: $5.05B → $5.29B (+$236M)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
25% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 231
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$85.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$52.7M |
| 3 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
+$25.8M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$7.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$35.3M |
| 2 |
Morgan Stanley
New York
|
-$33.9M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$8.51M |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$7.09M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$5.74M |
IJK Hedge Fund Activity: Q2 2021 in Review
657 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2021, worth a combined $5.29B — up 4.7% from $5.05B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IJK positions and 35 closed out — a net gain of 17 holders — while 174 added to existing stakes and 231 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $85.1M. The largest seller was Wells Fargo, cutting an estimated $35.3M.
- 657 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2021, up from 650 in Q1 2021.
- Funds reported $5.29B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2021, up 4.7% quarter-over-quarter.
- 52 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2021 and 35 closed out, a net change of +17 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2021 was AssetMark Inc, an estimated $85.1M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2021 was Wells Fargo, an estimated $35.3M sold.
Based on aggregated 13F filings for Q2 2021.