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 %
PMG
351
Private Management Group
California
$521K – – –
SC
352
SouthState Corp
Florida
$519K -$72 -1 -0%
BCM
353
Brookstone Capital Management
Illinois
$516K +$18.9K +263 +4%
LWCFA
354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$515K -$67.4K -943 -12%
HP
355
Hyperion Partners
Pennsylvania
$510K -$1.14K -16 -0.2%
VC
356
Veracity Capital
Georgia
$507K -$7.08K -99 -1%
WP
357
WMS Partners
Maryland
$505K -$10.1K -141 -2%
GEA
358
Glen Eagle Advisors
New Jersey
$504K +$143 +2 +0%
FFN
359
Focus Financial Network
Minnesota
$502K +$13.1K +183 +3%
PP
360
Prosperity Planning
Missouri
$500K -$143 -2 -0%
PWA
361
Peterson Wealth Advisors
Utah
$500K -$787 -11 -0.2%
BCG
362
Breakwater Capital Group
New Jersey
$499K +$499K +6,983 New
CCA
363
Cobblestone Capital Advisors
New York
$492K – – –
CFG
364
Citizens Financial Group
Rhode Island
$492K +$930 +13 +0.2%
SIC
365
Sigma Investment Counselors
Michigan
$486K +$286 +4 +0.1%
AF
366
Alerus Financial
North Dakota
$485K – – –
BFAG
367
Blackston Financial Advisory Group
Florida
$485K +$485K +6,776 New
HIA
368
Harbor Investment Advisory
Maryland
$484K +$39K +546 +9%
MAWCM
369
Mine & Arao Wealth Creation & Management
California
$479K +$787 +11 +0.2%
IWN
370
Independent Wealth Network
Iowa
$476K -$12.7K -177 -3%
GIA
371
Gladstone Institutional Advisory
Florida
$471K -$37K -517 -7%
PAM
372
Palisade Asset Management
Minnesota
$467K -$23K -321 -5%
DTC
373
Davidson Trust Company
Washington
$467K +$21.1K +295 +5%
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$466K – – –
MCA
375
MSH Capital Advisors
Arizona
$452K – – –
13 14
15
16 17