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 %
HSA
426
HBK Sorce Advisory
Pennsylvania
$352K -$351K -4,905 -50%
LNC
427
Lincoln National Corp
Pennsylvania
$351K -$7.08K -99 -2%
IA
428
IFG Advisory
Georgia
$349K -$15.9K -222 -4%
MWAM
429
Manhattan West Asset Management
California
$344K +$344K +4,810 New
AWA
430
Aaron Wealth Advisors
Illinois
$343K +$34.5K +483 +11%
FT
431
Fiduciary Trust
Massachusetts
$342K -$5.01K -70 -1%
PFGIA
432
Patriot Financial Group Insurance Agency
Massachusetts
$341K – – –
WPW
433
Waldron Private Wealth
Pennsylvania
$340K -$518K -7,240 -60%
SBWIC
434
Schaper Benz & Wise Investment Counsel
Wisconsin
$337K – – –
TWP
435
Total Wealth Planning
Ohio
$335K -$1.79K -25 -0.5%
Fayez Sarofim & Co
436
Fayez Sarofim & Co
Texas
$335K – – –
LWM
437
Lyell Wealth Management
California
$334K +$334K +4,675 New
VIA
438
Vickerman Investment Advisors
Washington
$331K -$18.7K -262 -5%
B
439
Bensler
Washington
$331K -$6.65K -93 -2%
TAM
440
Tocqueville Asset Management
New York
$330K -$50.1K -700 -13%
BFG
441
Bleakley Financial Group
New Jersey
$329K -$29.1K -407 -8%
DBT
442
Dubuque Bank & Trust
Iowa
$328K -$10.5K -147 -3%
CB
443
Community Bank
New York
$328K -$143K -2,000 -30%
PA
444
Parallel Advisors
California
$327K -$15.2K -213 -4%
SI
445
Saxon Interests
Texas
$324K -$2.07K -29 -0.6%
MFG
446
Merit Financial Group
Georgia
$324K -$12.2K -170 -4%
HR
447
Hardy Reed
Mississippi
$324K – – –
CIC
448
Carnegie Investment Counsel
Ohio
$323K -$5.79K -81 -2%
LW
449
Linscomb Wealth
Texas
$323K -$1.14K -16 -0.4%
NPF
450
Norris Perne & French
Michigan
$322K -$170K -2,376 -35%
16 17
18
19 20