IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

852 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 261 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+20
Holders Change %
+2.4%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
87
Increased
230
Reduced
261
Closed
52
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
-$46K

Top Buyers

1
UFF
USA Financial Formulas
Michigan
+$71.2M
2
MWM
Modern Wealth Management
Kansas
+$67.8M
3
PRS
Pinkerton Retirement Specialists
Idaho
+$33.9M
4
LPL Financial
LPL Financial
California
+$23.2M
5
YCG
Yeomans Consulting Group
Georgia
+$20.3M

Top Sellers

1
WIA
World Investment Advisors
California
-$144M
2
Wells Fargo
Wells Fargo
California
-$16.4M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
301
Marquette Associates
Illinois
$1.13M – – –
PTC
302
Private Trust Company
Ohio
$1.12M -$238K -2,699 -18%
HFW
303
Horizon Family Wealth
Illinois
$1.12M -$42.4K -481 -4%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$1.1M +$164K +1,861 +18%
CI
305
CX Institutional
Indiana
$1.1M -$37.7K -428 -3%
FRA
306
Front Row Advisors
California
$1.08M – – –
RWM
307
RKL Wealth Management
Pennsylvania
$1.08M +$26.5K +301 +3%
AllianceBernstein
308
AllianceBernstein
Tennessee
$1.07M -$667K -7,573 -38%
PCIA
309
Prime Capital Investment Advisors
Kansas
$1.07M -$448K -5,088 -30%
Brown Advisory
310
Brown Advisory
Maryland
$1.07M +$1.41K +16 +0.1%
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$1.07M +$1.07M +12,285 New
AAS
312
Ameritas Advisory Services
Nebraska
$1.07M -$5.73K -65 -0.5%
GL
313
Graypoint LLC
New York
$1.04M +$42.1K +478 +4%
LWANC
314
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.03M +$88 +1 +0%
AF
315
Advisornet Financial
Minnesota
$1.03M -$282K -3,205 -22%
AL
316
ACAS LLC
California
$1.02M -$75.1K -818 -7%
AWM
317
Aprio Wealth Management
Georgia
$1.02M -$88 -1 -0%
DP
318
Dearborn Partners
Illinois
$1.01M +$88.1K +1,000 +10%
SF
319
Summit Financial
New Jersey
$1M +$1M +11,363 New
SFG
320
Sather Financial Group
Texas
$1M – – –
Vanguard Group
321
Vanguard Group
Pennsylvania
$998K +$13.4K +152 +1%
P
322
&Partners
Tennessee
$993K +$735K +8,344 +285%
MWM
323
Marietta Wealth Management
Georgia
$989K – – –
PWM
324
Perigon Wealth Management
California
$988K -$22.5K -255 -2%
MIA
325
MainStreet Investment Advisors
Illinois
$988K +$6.87K +78 +0.7%
11 12
13
14 15