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 %
LA
426
LexAurum Advisors
Kansas
$551K -$37.7K -428 -6%
WTB
427
Washington Trust Bank
Washington
$542K -$43.6K -495 -7%
SIC
428
Sigma Investment Counselors
Michigan
$542K -$58.3K -662 -10%
IWN
429
Independent Wealth Network
Iowa
$541K -$16.1K -183 -3%
HTIM
430
Harbour Trust & Investment Management
Indiana
$541K -$10.6K -120 -2%
MWM
431
Mission Wealth Management
California
$532K -$24.1K -274 -4%
MWM
432
Mattern Wealth Management
Kansas
$528K – – –
PFG
433
Pinnacle Financial Group
Illinois
$527K – – –
CAM
434
Congress Asset Management
Massachusetts
$525K +$525K +5,962 New
KBFS
435
Kohmann Bosshard Financial Services
Ohio
$520K – – –
PS
436
Planned Solutions
California
$518K – – –
IA
437
IFG Advisors
Missouri
$518K – – –
WA
438
Wealthstream Advisors
New York
$514K -$33.1K -376 -6%
HH
439
Hilltop Holdings
Texas
$506K -$3.61K -41 -0.7%
FNBT
440
FineMark National Bank & Trust
Florida
$505K -$1.59K -18 -0.3%
UCFA
441
United Capital Financial Advisors
Texas
$505K -$52.6K -597 -9%
SIM
442
Stratos Investment Management
Ohio
$504K -$3.26K -37 -0.6%
HSA
443
HBK Sorce Advisory
Pennsylvania
$504K – – –
SAF
444
Smith Anglin Financial
Texas
$502K -$209K -2,372 -29%
BFEC
445
Benjamin F. Edwards & Company
Missouri
$499K +$30.2K +342 +6%
CFS
446
CRA Financial Services
New Jersey
$497K -$17.6K -200 -3%
SW
447
Simplicity Wealth
New Jersey
$496K – – –
BFG
448
Bleakley Financial Group
New Jersey
$496K – – –
TCMP
449
Thrive Capital Management (Pennsylvania)
Pennsylvania
$494K +$494K +5,611 New
D
450
Dentgroup
Louisiana
$490K -$21.5K -244 -4%
16 17
18
19 20