IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

659 hedge funds and large institutions have $3.96B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 184 increasing their positions, 232 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
-46
Holders Change %
-6.52%
% of All Funds
11.14%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
41
Increased
184
Reduced
232
Closed
77
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
-$2.05M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$32.6M
3
WIA
World Investment Advisors
California
+$23.3M
4
WSFS
Wilmington Savings Fund Society
Delaware
+$16.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$6.01M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$40.9M
4
Wells Fargo
Wells Fargo
California
-$31.5M
5
DADC
D.A. Davidson & Co
Montana
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
451
First National Bank & Trust Co of Newtown
Pennsylvania
$248K – – –
RRC
452
Relaxing Retirement Coach
Massachusetts
$247K – – –
IBOK
453
Independence Bank of Kentucky
Kentucky
$246K – – –
CCA
454
Clearwater Capital Advisors
Illinois
$244K – – –
MWM
455
Modera Wealth Management
New Jersey
$244K +$21.2K +333 +10%
HCMT
456
Highland Capital Management (Tennessee)
Tennessee
$243K -$2.23K -35 -0.9%
CFGS
457
Concourse Financial Group Securities
Alabama
$242K +$8.93K +140 +4%
DFA
458
DHJJ Financial Advisors
Illinois
$242K +$242K +3,790 New
LWM
459
Lyell Wealth Management
California
$241K – – –
CWM
460
Connecticut Wealth Management
Connecticut
$241K +$49.7K +780 +26%
GWS
461
Glassman Wealth Services
Virginia
$232K – – –
DP
462
Denver PWM
Colorado
$232K +$3.6K +56 +2%
RPGK
463
Retirement Planning Group (Kansas)
Kansas
$232K +$232K +3,633 New
IFWM
464
Institute for Wealth Management
Colorado
$231K – – –
AMG
465
Advisors Management Group
Wisconsin
$229K – – –
FDS
466
Freedom Day Solutions
Texas
$228K -$45.4K -714 -17%
GWM
467
Geneos Wealth Management
Colorado
$228K -$12.9K -200 -5%
WPW
468
Waldron Private Wealth
Pennsylvania
$228K – – –
MP
469
McDonald Partners
Ohio
$226K – – –
NEWAS
470
N.E.W. Advisory Services
Wisconsin
$225K -$114K -1,782 -34%
TNB
471
Thomasville National Bank
Georgia
$225K -$255 -4 -0.1%
MWM
472
Mission Wealth Management
California
$223K – – –
BSI
473
Bennett Selby Investments
Maine
$223K – – –
BRWA
474
B. Riley Wealth Advisors
Florida
$223K +$15.6K +244 +8%
SG
475
StoneX Group
New York
$220K +$29.2K +458 +15%
17 18
19
20 21