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iShares S&P Mid-Cap 400 Growth ETF
IJK

733 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $820K | Put options by funds: $368K

44% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 39

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

0.91% more ownership

Funds ownership: 67.97% → 68.88% (+0.91%)

1% more funds holding

Funds holding: 728 → 733 (+5)

3% less capital invested

Capital invested by funds: $5.23B → $5.09B (-$137M)

21% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 237

Holders
733
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
188
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$17.1M
2
Comerica Bank
Comerica Bank
Texas
+$16.4M
3
Ameriprise
Ameriprise
Minnesota
+$14.5M
4
MMEA
Main Management ETF Advisors
California
+$9.86M
5
AWM
Apollon Wealth Management
South Carolina
+$9.85M

Top Sellers

1
WIA
World Investment Advisors
California
-$22.7M
2
LPL Financial
LPL Financial
California
-$15.9M
3
Lido Advisors
Lido Advisors
California
-$13.5M
4
JF
JSF Financial
California
-$13M
5
Wells Fargo
Wells Fargo
California
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
26
Smith Anglin Financial
Texas
$39.5M +$1.26M +16,761 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$38.9M +$585K +7,757 +1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$38.7M -$4.21M -55,774 -9%
Truist Financial
29
Truist Financial
North Carolina
$38.6M -$1.47M -19,553 -4%
BF
30
BOK Financial
Oklahoma
$34.4M -$68.9K -914 -0.2%
RFC
31
Regions Financial Corp
Alabama
$33.8M -$2.09M -27,665 -6%
JIC
32
Joel Isaacson & Co
New York
$33.8M +$675K +8,948 +2%
JP Morgan Chase
33
JP Morgan Chase
New York
$31.9M +$743K +9,854 +2%
Osaic Holdings
34
Osaic Holdings
Arizona
$29.9M -$1.15M -15,269 -4%
Cerity Partners
35
Cerity Partners
New York
$29.9M +$1.01M +13,433 +3%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$29.6M -$1.45M -19,204 -4%
TA
37
Tiedemann Advisors
New York
$23.8M -$537K -7,119 -2%
HighTower Advisors
38
HighTower Advisors
Illinois
$23.6M +$3.47M +46,011 +16%
SL
39
Salomon & Ludwin
Virginia
$22.6M -$113K -1,500 -0.5%
SC
40
Savant Capital
Illinois
$21.6M +$199K +2,638 +0.9%
Stifel Financial
41
Stifel Financial
Missouri
$20.7M +$3.63M +48,105 +20%
1IA
42
1834 Investment Advisors
Wisconsin
$20.7M -$1.02M -13,573 -5%
AAP
43
Arax Advisory Partners
Colorado
$20.7M -$799K -10,603 -4%
SPIA
44
Steward Partners Investment Advisory
New York
$19.9M -$136K -1,799 -0.6%
Lido Advisors
45
Lido Advisors
California
$17.8M -$13.5M -178,614 -42%
Mariner
46
Mariner
Kansas
$17.1M +$2.05M +27,132 +13%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$17M +$517K +6,851 +3%
CAL
48
Capital Advisors Ltd
Ohio
$16.8M -$18.9K -251 -0.1%
SFI
49
SPC Financial Inc
Maryland
$16.8M -$234K -3,099 -1%
CC
50
Courier Capital
New York
$16.6M +$83.5K +1,108 +0.5%
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IJK Hedge Fund Activity: Q3 2023 in Review

733 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2023, worth a combined $5.09B — down 2.6% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IJK positions and 39 closed out — a net gain of 17 holders — while 188 added to existing stakes and 237 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $17.1M. The largest seller was World Investment Advisors, cutting an estimated $22.7M.

  • 733 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2023, up from 728 in Q2 2023.
  • Funds reported $5.09B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
  • 56 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2023 and 39 closed out, a net change of +17 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2023 was CAPTRUST Financial Advisors, an estimated $17.1M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2023 was World Investment Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2023.