IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

797 hedge funds and large institutions have $6.42B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 228 increasing their positions, 231 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+67
Holders Change %
+9.18%
% of All Funds
11.68%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
111
Increased
228
Reduced
231
Closed
32
Calls
$968K
Puts
–
Net Calls
+$968K
Net Calls Change
+$516K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$533M
2
UFF
USA Financial Formulas
Michigan
+$66.7M
3
Bank of America
Bank of America
North Carolina
+$37.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.6M
5
WIA
World Investment Advisors
California
+$27.3M

Top Sellers

1
SAF
Smith Anglin Financial
Texas
-$42.4M
2
AAP
Arax Advisory Partners
Colorado
-$22M
3
Wells Fargo
Wells Fargo
California
-$16.6M
4
AWM
Apollon Wealth Management
South Carolina
-$9.75M
5
HNB
Huntington National Bank
Ohio
-$7.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
276
Atlas Private Wealth Management
New York
$1.09M -$34.3K -433 -3%
CW
277
CreativeOne Wealth
Kansas
$1.08M -$118K -1,493 -10%
PG
278
Patten Group
Tennessee
$1.07M -$87K -1,098 -8%
PCA
279
Pallas Capital Advisors
Massachusetts
$1.05M – – –
MSWM
280
Mowery & Schoenfeld Wealth Management
Illinois
$1.05M +$1.05M +13,200 New
JWCA
281
J.W. Cole Advisors
Florida
$1.04M -$350K -4,417 -25%
FB
282
Fulton Bank
Pennsylvania
$1.04M – – –
CCB
283
Country Club Bank
Missouri
$1.02M – – –
MA
284
Marquette Associates
Illinois
$1.01M +$1.01M +1,080 New
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$1.01M -$322K -4,065 -24%
Brown Advisory
286
Brown Advisory
Maryland
$1M +$60.8K +767 +6%
PS
287
Principal Securities
Iowa
$985K +$985K +12,429 New
STA
288
Summit Trail Advisors
New York
$978K -$160K -2,025 -14%
PIAS
289
PCA Investment Advisory Services
Ohio
$973K -$76.3K -963 -7%
FRA
290
Front Row Advisors
California
$973K – – –
PCIA
291
Prime Capital Investment Advisors
Kansas
$971K +$92.4K +1,166 +11%
MIA
292
MainStreet Investment Advisors
Illinois
$970K – – –
LWANC
293
Laurel Wealth Advisors (North Carolina)
North Carolina
$966K +$6.1K +77 +0.6%
CI
294
CX Institutional
Indiana
$964K -$113K -1,432 -11%
AL
295
ACAS LLC
California
$953K -$31.1K -393 -3%
RWM
296
RKL Wealth Management
Pennsylvania
$947K -$13.8K -174 -1%
HCM
297
HMS Capital Management
Tennessee
$939K +$939K +11,854 New
CB
298
Cadence Bank
Mississippi
$926K -$4.6K -58 -0.5%
KFS
299
Kurt F. Somerville
$921K – – –
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$908K -$11K -139 -1%
10 11
12
13 14