IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

716 hedge funds and large institutions have $4.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+23
Holders Change %
+3.32%
% of All Funds
11.46%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
77
Increased
211
Reduced
228
Closed
36
Calls
$136K
Puts
$243K
Net Calls
-$107K
Net Calls Change
-$285K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$55.3M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.9M
3
WIA
World Investment Advisors
California
+$22.2M
4
SC
Savant Capital
Illinois
+$20.6M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$11.6M

Top Sellers

1
TA
Tiedemann Advisors
New York
-$43.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$23.7M
3
Bank of America
Bank of America
North Carolina
-$21.4M
4
Wells Fargo
Wells Fargo
California
-$21M
5
CCWM
Cassaday & Co Wealth Management
Virginia
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
276
Kingsview Wealth Management
Oregon
$821K +$4.93K +69 +0.6%
TC
277
TownSquare Capital
Utah
$816K +$393K +5,490 +93%
SFG
278
Sather Financial Group
Texas
$812K – – –
CG
279
Colony Group
Massachusetts
$807K +$61.1K +855 +8%
FNBOSM
280
First National Bank of South Miami
Florida
$803K -$26.8K -375 -3%
MWM
281
Marietta Wealth Management
Georgia
$802K – – –
CAL
282
Capital Analysts LLC
Pennsylvania
$801K -$60.6K -848 -7%
CA
283
Cetera Advisors
Colorado
$791K +$68.2K +954 +9%
BOPW
284
Brandywine Oak Private Wealth
Pennsylvania
$785K -$7.72K -108 -1%
UBV
285
United Bank (Virginia)
Virginia
$782K +$782K +10,934 New
AWA
286
Arkadios Wealth Advisors
Georgia
$776K +$858 +12 +0.1%
Vanguard Group
287
Vanguard Group
Pennsylvania
$773K +$773K +10,812 New
CC
288
Codex Capital
New York
$772K – – –
OIA
289
OneDigital Investment Advisors
Kansas
$762K +$183K +2,559 +32%
MIC
290
Meridian Investment Counsel
California
$761K – – –
AL
291
ACAS LLC
California
$758K -$31K -434 -4%
FA
292
Financial Alternatives
California
$750K -$7.15K -100 -0.9%
FCBT
293
First Citizens Bank & Trust
North Carolina
$744K -$1.94M -27,191 -72%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$738K +$1.93K +64 +0.3%
BWA
295
BDO Wealth Advisors
Florida
$737K +$215 +3 +0%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$731K +$134K +1,877 +23%
HCA
297
Harbour Capital Advisors
Virginia
$728K – – –
IAA
298
Independent Advisor Alliance
North Carolina
$723K +$238K +3,330 +49%
HWA
299
Heartwood Wealth Advisors
Virginia
$723K – – –
FA
300
Fiduciary Alliance
South Carolina
$719K +$787 +11 +0.1%
10 11
12
13 14