iShares S&P Mid-Cap 400 Growth ETF
647 hedge funds and large institutions have $5.18B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 211 reducing their positions, and 44 closing their positions.
93,820% more call options, than puts
Call options by funds: $4.7M | Put options by funds: $5K
1.66% more ownership
Funds ownership: 64.27% → 65.93% (+1.7%)
0% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 44
2% less capital invested
Capital invested by funds: $5.29B → $5.18B (-$112M)
2% less funds holding
Funds holding: 657 → 647 (-10)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
22% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 211
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$60.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$57.4M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$5.88M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.72M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$86.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$45.6M |
| 3 |
Morgan Stanley
New York
|
-$14.4M |
| 4 |
Goldman Sachs
New York
|
-$7.29M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.17M |
IJK Hedge Fund Activity: Q3 2021 in Review
647 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2021, worth a combined $5.18B — down 2.1% from $5.29B a quarter earlier.
Fund positioning in IJK was balanced in Q3 2021: 44 funds opened new positions, 44 closed out, 164 added to existing stakes and 211 trimmed.
The largest buyer was LBMC Investment Advisors, adding an estimated $60.1M. The largest seller was AssetMark Inc, cutting an estimated $86.1M.
- 647 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2021, down from 657 in Q2 2021.
- Funds reported $5.18B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2021, down 2.1% quarter-over-quarter.
- 44 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2021 and 44 closed out, a net change of 0 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2021 was LBMC Investment Advisors, an estimated $60.1M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2021 was AssetMark Inc, an estimated $86.1M sold.
Based on aggregated 13F filings for Q3 2021.