IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
+$17.3M
2
SCM
Sandler Capital Management
New York
+$14.8M
3
FI
FormulaFolio Investments
Michigan
+$12.7M
4
LPL Financial
LPL Financial
California
+$9.56M
5
KAS
Kestra Advisory Services
Texas
+$9.34M

Top Sellers

1
CC
Courier Capital
New York
-$53.4M
2
Wells Fargo
Wells Fargo
California
-$26.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$26.6M
4
WIA
World Investment Advisors
California
-$23.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
426
First Horizon Advisors
Tennessee
$323K -$1.22K -17 -0.4%
WLPWM
427
Walled Lake Planning & Wealth Management
Illinois
$322K -$10.2K -141 -3%
SKK
428
Shepherd Kaplan Krochuk
Massachusetts
$322K -$289 -4 -0.1%
FNBTCON
429
First National Bank & Trust Co of Newtown
Pennsylvania
$322K – – –
EVM
430
Eaton Vance Management
Massachusetts
$317K +$317K +4,392 New
NL
431
NWAM LLC
Washington
$313K +$313K +4,340 New
MCM
432
Mainstay Capital Management
Michigan
$310K -$331K -5,528 Closed
AWM
433
Altium Wealth Management
New York
$310K +$310K +4,292 New
AWA
434
ARQ Wealth Advisors
Arizona
$307K -$3.25K -45 -1%
WCM
435
Wealthcare Capital Management
Virginia
$307K – – –
AWA
436
Arete Wealth Advisors
Illinois
$307K +$307K +4,255 New
Jane Street
437
Jane Street
New York
$306K -$65.4K -905 -18%
CPA
438
Clear Perspective Advisors
Illinois
$306K -$12.7K -176 -4%
CCA
439
Clearwater Capital Advisors
Illinois
$305K -$28.2K -390 -8%
GVAG
440
Great Valley Advisor Group
Delaware
$305K +$577 +8 +0.2%
APW
441
Aurora Private Wealth
New Jersey
$303K -$25.6K -355 -8%
HCP
442
Holt Capital Partners
Texas
$300K -$7.21K -100 -2%
A
443
AdvicePeriod
California
$298K -$21.2K -293 -7%
NFC
444
Northeast Financial Consultants
Connecticut
$294K – – –
RMDI
445
R.M. Davis Inc
Maine
$289K – – –
TWP
446
Total Wealth Planning
Ohio
$288K -$144 -2 -0.1%
WBC
447
West Branch Capital
Massachusetts
$287K -$67.4K -933 -19%
FT
448
Fiduciary Trust
Massachusetts
$287K -$10.1K -140 -3%
MWM
449
Mission Wealth Management
California
$287K – – –
DP
450
Denver PWM
Colorado
$285K +$640 +9 +0.2%
16 17
18
19 20