iShares S&P Mid-Cap 400 Growth ETF
643 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 183 increasing their positions, 211 reducing their positions, and 48 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
3.98% more ownership
Funds ownership: 65.29% → 69.27% (+4%)
3% more capital invested
Capital invested by funds: $3.96B → $4.08B (+$123M)
3% less funds holding
Funds holding: 662 → 643 (-19)
13% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 211
23% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$254M |
| 2 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$72.7M |
| 3 |
MM
Main Management
San Francisco,
California
|
+$38.3M |
| 4 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$33.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$22M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$17.5M |
| 3 |
Goldman Sachs
New York
|
-$8.34M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.72M |
| 5 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
-$2.66M |
IJK Hedge Fund Activity: Q3 2022 in Review
643 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2022, worth a combined $4.08B — up 3.1% from $3.96B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of IJK and 37 opened new positions — a net loss of 11 holders — while 211 trimmed existing stakes and 183 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $254M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $22M sold.
- 643 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2022, down from 662 in Q2 2022.
- Funds reported $4.08B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2022, up 3.1% quarter-over-quarter.
- 37 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2022 and 48 closed out, a net change of -11 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $254M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2022 was Capital Directions Investment Advisors, an estimated $22M sold.
Based on aggregated 13F filings for Q3 2022.