IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$192K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$66.3M
2
MM
Main Management
California
+$35M
3
TWM
Tanglewood Wealth Management
Texas
+$30.6M
4
RJA
Raymond James & Associates
Florida
+$23.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$16M
3
HNB
Huntington National Bank
Ohio
-$10.2M
4
Goldman Sachs
Goldman Sachs
New York
-$7.61M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
251
Wealthspire Advisors (New York)
New York
$721K +$322K +5,107 +81%
CW
252
CreativeOne Wealth
Kansas
$718K +$330K +5,231 +85%
SFG
253
Sather Financial Group
Texas
$716K – – –
MWM
254
Marietta Wealth Management
Georgia
$707K – – –
RPGK
255
Retirement Planning Group (Kansas)
Kansas
$706K +$477K +7,564 +208%
BOPW
256
Brandywine Oak Private Wealth
Pennsylvania
$698K – – –
LWANC
257
Laurel Wealth Advisors (North Carolina)
North Carolina
$697K +$2.46K +39 +0.4%
IA
258
IFG Advisory
Georgia
$692K +$371K +5,884 +115%
CA
259
Cetera Advisors
Colorado
$689K +$27.3K +434 +4%
SW
260
SlateStone Wealth
Florida
$684K +$4.54K +72 +0.7%
DIA
261
Dana Investment Advisors
Wisconsin
$683K -$1.26K -20 -0.2%
AWA
262
Arkadios Wealth Advisors
Georgia
$682K -$6.3K -100 -0.9%
CC
263
Codex Capital
New York
$680K – – –
SCM
264
SOL Capital Management
Maryland
$674K +$11.7K +185 +2%
MIC
265
Meridian Investment Counsel
California
$671K – – –
HTC
266
Haverford Trust Company
Pennsylvania
$671K +$65.1K +1,032 +11%
AC
267
AWM Capital
Arizona
$669K – – –
FNBT
268
FineMark National Bank & Trust
Florida
$665K +$97.8K +1,552 +17%
SC
269
Savant Capital
Illinois
$661K -$20.4K -324 -3%
HCA
270
Harbour Capital Advisors
Virginia
$661K – – –
CG
271
Colony Group
Massachusetts
$655K -$119K -1,895 -15%
BWA
272
BDO Wealth Advisors
Florida
$647K +$315 +5 +0%
CGA
273
Crescent Grove Advisors
Illinois
$644K – – –
AWM
274
Avior Wealth Management
Nebraska
$643K -$76.1K -1,208 -11%
PCMC
275
Private Capital Management (Colorado)
Colorado
$636K -$81.9K -1,300 -11%
9 10
11
12 13