IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

893 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
11.89%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
96
Increased
252
Reduced
273
Closed
56
Calls
$373K
Puts
$73K
Net Calls
+$300K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$36.2M
2
WIA
World Investment Advisors
California
+$35.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.4M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$983M
2
IAIM
International Assets Investment Management
Florida
-$117M
3
UFF
USA Financial Formulas
Michigan
-$77.5M
4
MWM
Modern Wealth Management
Kansas
-$67.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
426
Congress Wealth Management
Massachusetts
$573K +$4.09K +45 +0.7%
PSF
427
Pacific Sun Financial
California
$571K -$20K -220 -3%
LA
428
LexAurum Advisors
Kansas
$570K +$818 +9 +0.1%
PAM
429
Palisade Asset Management
Minnesota
$569K -$25K -275 -4%
D.E. Shaw & Co
430
D.E. Shaw & Co
New York
$566K -$1.57M -17,311 -74%
SFB
431
STAR Financial Bank
Indiana
$564K -$827K -9,090 -59%
WPW
432
Waldron Private Wealth
Pennsylvania
$558K – – –
FNBT
433
FineMark National Bank & Trust
Florida
$557K – – –
BEI
434
Benjamin Edwards Inc
Missouri
$556K +$364 +4 +0.1%
MAWCM
435
Mine & Arao Wealth Creation & Management
California
$551K -$72.1K -793 -12%
RA
436
RFG Advisory
Alabama
$549K +$186K +2,044 +51%
PFG
437
Pinnacle Financial Group
Illinois
$545K +$273 +3 +0.1%
IWN
438
Independent Wealth Network
Iowa
$540K -$5.91K -65 -1%
PAS
439
Park Avenue Securities
New York
$538K +$2.09K +23 +0.4%
KBFS
440
Kohmann Bosshard Financial Services
Ohio
$536K – – –
IA
441
IFG Advisors
Missouri
$535K – – –
UCFA
442
United Capital Financial Advisors
Texas
$533K +$99K +1,089 +23%
SJGA
443
Stephen J. Garry & Associates
New York
$533K -$42.6K -468 -7%
HTIM
444
Harbour Trust & Investment Management
Indiana
$528K -$30.9K -340 -6%
CIA
445
Capital Investment Advisors
Georgia
$527K -$149K -1,638 -22%
SIC
446
Sigma Investment Counselors
Michigan
$524K -$38.3K -421 -7%
HSA
447
HBK Sorce Advisory
Pennsylvania
$520K – – –
WA
448
Wealthstream Advisors
New York
$518K -$3.73K -41 -0.7%
HH
449
Hilltop Holdings
Texas
$518K -$4.55K -50 -0.9%
MF
450
Meridian Financial
Massachusetts
$513K +$32.5K +357 +7%
16 17
18
19 20