iShares S&P Mid-Cap 400 Growth ETF
708 hedge funds and large institutions have $4.98B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 212 increasing their positions, 223 reducing their positions, and 59 closing their positions.
4.72% more ownership
Funds ownership: 66.62% → 71.34% (+4.7%)
5% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 223
4% less funds holding
Funds holding: 735 → 708 (-27)
13% less capital invested
Capital invested by funds: $5.74B → $4.98B (-$755M)
22% less funds holding in top 10
Funds holding in top 10: 27 → 21 (-6)
31% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$387M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.8M |
| 3 |
JF
JSF Financial
Los Angeles,
California
|
+$10.5M |
| 4 |
Goldman Sachs
New York
|
+$10.3M |
| 5 |
TA
Tiedemann Advisors
New York
|
+$9.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$36.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$30.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$26.4M |
| 4 |
SCM
Sandler Capital Management
New York
|
-$20.6M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$20.4M |
IJK Hedge Fund Activity: Q1 2022 in Review
708 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2022, worth a combined $4.98B — down 13% from $5.74B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of IJK and 41 opened new positions — a net loss of 18 holders — while 223 trimmed existing stakes and 212 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $387M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $36.2M.
- 708 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2022, down from 735 in Q4 2021.
- Funds reported $4.98B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2022, down 13% quarter-over-quarter.
- 41 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2022 and 59 closed out, a net change of -18 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $387M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $36.2M sold.
Based on aggregated 13F filings for Q1 2022.