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iShares S&P Mid-Cap 400 Growth ETF
IJK

735 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 205 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155,100% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1K

455% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 22

35% more funds holding in top 10

Funds holding in top 10: 20 → 27 (+7)

14% more funds holding

Funds holding: 647 → 735 (+88)

11% more capital invested

Capital invested by funds: $5.18B → $5.74B (+$559M)

0.69% more ownership

Funds ownership: 65.93% → 66.62% (+0.69%)

2% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 205

Holders
735
Holders Change
+88
Holders Change %
+13.6%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
205
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.4M
2
SCM
Sandler Capital Management
New York
+$20.3M
3
Bank of America
Bank of America
North Carolina
+$19.6M
4
BF
BOK Financial
Oklahoma
+$17.7M
5
LWAC
Laurel Wealth Advisors (California)
California
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
LIA
LBMC Investment Advisors
Tennessee
-$62.1M
2
Wells Fargo
Wells Fargo
California
-$28M
3
WIA
World Investment Advisors
California
-$27.2M
4
UBS Group
UBS Group
Switzerland
-$18.6M
5
HNB
Huntington National Bank
Ohio
-$6.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWPG
476
Strategic Wealth Partners Group
Illinois
$320K -$252 -3 -0.1%
GC
477
Gratus Capital
Georgia
$317K – – –
WBC
478
West Branch Capital
Massachusetts
$315K +$503 +6 +0.2%
WS
479
Wedbush Securities
California
$315K +$16.5K +197 +6%
LWM
480
Lyell Wealth Management
California
$312K -$344K -4,100 -53%
KIA
481
KCM Investment Advisors
California
$312K -$10.1K -120 -3%
MWM
482
Modera Wealth Management
New Jersey
$311K -$30.4K -363 -9%
IFWM
483
Institute for Wealth Management
Colorado
$309K – – –
TNB
484
Thomasville National Bank
Georgia
$308K – – –
AMG
485
Advisors Management Group
Wisconsin
$307K – – –
BAM
486
Belpointe Asset Management
Nevada
$307K +$302K +3,607 New
SB
487
Strategic Blueprint
Georgia
$306K +$301K +3,592 New
HWM
488
Hohimer Wealth Management
Washington
$305K – – –
WPW
489
Waldron Private Wealth
Pennsylvania
$305K +$301K +3,588 New
PWP
490
Personal Wealth Partners
Minnesota
$302K – – –
KWMG
491
King Wealth Management Group
Florida
$301K – – –
DAS
492
Dynamic Advisor Solutions
Arizona
$301K +$84 +1 +0%
BSI
493
Bennett Selby Investments
Maine
$298K – – –
MWM
494
Mission Wealth Management
California
$298K – – –
NEWAS
495
N.E.W. Advisory Services
Wisconsin
$297K – – –
MA
496
MKT Advisors
California
$295K +$335K +4,000 New
WCM
497
Wealthcare Capital Management
Virginia
$293K – – –
SFS
498
Security Financial Services
Indiana
$291K +$286K +3,416 New
MMHP
499
Murphy Middleton Hinkle & Parker
Georgia
$289K +$503 +6 +0.2%
SCA
500
Sandy Cove Advisors
Massachusetts
$289K +$285K +3,394 New
18 19
20
21 22

IJK Hedge Fund Activity: Q4 2021 in Review

735 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2021, worth a combined $5.74B — up 11% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new IJK positions and 22 closed out — a net gain of 100 holders — while 201 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was LBMC Investment Advisors, cutting an estimated $62.1M.

  • 735 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2021, up from 647 in Q3 2021.
  • Funds reported $5.74B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 122 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2021 and 22 closed out, a net change of +100 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $41.4M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2021 was LBMC Investment Advisors, an estimated $62.1M sold.

Based on aggregated 13F filings for Q4 2021.