IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
11.4%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.48%
New
43
Increased
165
Reduced
162
Closed
33
Calls
$2.1M
Puts
$1.96M
Net Calls
+$139K
Net Calls Change
-$2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$438K -$1.86K -32 -0.4%
OCM
277
Orser Capital Management
Texas
$437K -$8.61K -160 -2%
OCM
278
One Capital Management
California
$429K – – –
CHC
279
City Holding Co
West Virginia
$422K – – –
ATFA
280
All Terrain Financial Advisors
Minnesota
$422K – – –
LPT
281
Legacy Private Trust
Wisconsin
$415K -$48.5K -832 -10%
AWM
282
AE Wealth Management
Kansas
$411K +$160K +2,748 +64%
HCP
283
Holt Capital Partners
Texas
$409K +$29.3K +504 +8%
WTC
284
WhitTier Trust Company
Nevada
$402K – – –
PAM
285
Palisade Asset Management
Minnesota
$398K – – –
TCM
286
Traynor Capital Management
Pennsylvania
$397K +$10.5K +180 +3%
GWS
287
Glassman Wealth Services
Virginia
$396K -$25.2K -432 -6%
SHWM
288
Smith & Howard Wealth Management
Georgia
$396K – – –
GG
289
Gofen & Glossberg
Illinois
$393K – – –
FNBTCON
290
First National Bank & Trust Co of Newtown
Pennsylvania
$388K – – –
FNT
291
First National Trust
Pennsylvania
$382K – – –
CCM
292
Coldstream Capital Management
Washington
$382K – – –
CCA
293
Cobblestone Capital Advisors
New York
$376K +$53.5K +920 +17%
WAM
294
Wallington Asset Management
Indiana
$375K -$25.6K -440 -6%
MG
295
Mather Group
Illinois
$373K -$425K -7,288 -53%
PWA
296
Peterson Wealth Advisors
Utah
$373K -$18.2K -312 -5%
TAM
297
Tocqueville Asset Management
New York
$373K – – –
BTNA
298
Bremer Trust National Association
Minnesota
$371K -$46.9K -804 -11%
SIC
299
Sigma Investment Counselors
Michigan
$368K – – –
MWAC
300
Mariner Wealth Advisors (Cincinnati)
Ohio
$368K +$27.1K +464 +8%
10 11
12
13 14