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
$14M
4
LPL Financial
LPL Financial
California
$87M
5
KAS
Kestra Advisory Services
Texas
$14M

Top Sellers

1
CC
Courier Capital
New York
$17.7M
2
Wells Fargo
Wells Fargo
California
$880M
3
Financial Engines Advisors
Financial Engines Advisors
California
$152M
4
WIA
World Investment Advisors
California
$1.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$34M +$836K +11,579 +3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$32.8M -$239K -3,307 -0.7%
RFC
28
Regions Financial Corp
Alabama
$32M +$1.73M +23,979 +6%
WJA
29
Willis Johnson & Associates
Texas
$30.7M +$30.7M +424,560 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$30.5M -$21.5K -297 -0.1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$28.8M +$3.05M +42,192 +12%
1IA
32
1834 Investment Advisors
Wisconsin
$28.4M -$2.81M -38,894 -9%
CDIA
33
Capital Directions Investment Advisors
Georgia
$27.8M -$1.48M -20,430 -5%
JIC
34
Joel Isaacson & Co
New York
$27.3M +$1.06M +14,738 +4%
CAG
35
Csenge Advisory Group
Florida
$26.1M +$3.23M +44,741 +14%
SL
36
Salomon & Ludwin
Virginia
$24.7M -$358K -4,964 -1%
PFG
37
Piershale Financial Group
Illinois
$22.3M -$6.5M -89,962 -23%
SPIA
38
Steward Partners Investment Advisory
New York
$21.4M -$343K -4,754 -2%
SFI
39
SPC Financial Inc
Maryland
$17.8M +$41.5K +575 +0.2%
CC
40
Courier Capital
New York
$17.7M -$53.4M -739,515 -75%
CM
41
Churchill Management
California
$17.3M +$17.3M +240,029 New
CAL
42
Capital Advisors Ltd
Ohio
$17M +$20.7K +286 +0.1%
FMC
43
First Merchants Corp
Indiana
$16.8M -$161K -2,224 -0.9%
IFS
44
Ifrah Financial Services
Arkansas
$16.6M -$391K -5,415 -2%
EH
45
Equitable Holdings
New York
$16.5M +$3.9K +54 +0%
BFG
46
Barber Financial Group
Kansas
$16.2M -$1.26M -17,430 -7%
SCM
47
Sandler Capital Management
New York
$14.8M +$14.8M +205,000 New
Creative Planning
48
Creative Planning
Kansas
$14.5M +$587K +8,122 +4%
PAG
49
Private Advisor Group
New Jersey
$14.5M +$1.49M +20,642 +11%
JMF
50
Johnson Midwest Financial
Iowa
$14M +$14M +194,274 New
1
2
3 4 5