IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

732 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, 203 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+88
Holders Change %
+13.66%
% 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
203
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.1M
2
SCM
Sandler Capital Management
New York
+$20.6M
3
Bank of America
Bank of America
North Carolina
+$20M
4
BF
BOK Financial
Oklahoma
+$18M
5
LWAC
Laurel Wealth Advisors (California)
California
+$12.4M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$63.1M
2
Wells Fargo
Wells Fargo
California
-$28.5M
3
WIA
World Investment Advisors
California
-$25.3M
4
UBS Group
UBS Group
Switzerland
-$18.9M
5
HNB
Huntington National Bank
Ohio
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWPG
476
Strategic Wealth Partners Group
Illinois
$320K -$255 -3 -0.1%
GC
477
Gratus Capital
Georgia
$317K – – –
WBC
478
West Branch Capital
Massachusetts
$315K +$511 +6 +0.2%
WS
479
Wedbush Securities
California
$315K +$16.8K +197 +6%
LWM
480
Lyell Wealth Management
California
$312K -$350K -4,100 -53%
KIA
481
KCM Investment Advisors
California
$312K -$10.2K -120 -3%
MWM
482
Modera Wealth Management
New Jersey
$311K -$30.9K -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 +$307K +3,607 New
SB
487
Strategic Blueprint
Georgia
$306K +$306K +3,592 New
HWM
488
Hohimer Wealth Management
Washington
$305K – – –
WPW
489
Waldron Private Wealth
Pennsylvania
$305K +$305K +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 +$85 +1 +0%
MWM
493
Mission Wealth Management
California
$298K – – –
BSI
494
Bennett Selby Investments
Maine
$298K – – –
NEWAS
495
N.E.W. Advisory Services
Wisconsin
$297K – – –
MA
496
MKT Advisors
California
$295K +$295K +4,000 New
WCM
497
Wealthcare Capital Management
Virginia
$293K – – –
SFS
498
Security Financial Services
Indiana
$291K +$291K +3,416 New
MMHP
499
Murphy Middleton Hinkle & Parker
Georgia
$289K +$511 +6 +0.2%
SCA
500
Sandy Cove Advisors
Massachusetts
$289K +$289K +3,394 New
18 19
20
21 22