iShares S&P Mid-Cap 400 Growth ETF
662 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.
6.05% less ownership
Funds ownership: 71.34% → 65.29% (-6%)
6% less funds holding
Funds holding: 708 → 662 (-46)
14% less funds holding in top 10
Funds holding in top 10: 21 → 18 (-3)
20% less capital invested
Capital invested by funds: $4.98B → $3.96B (-$1.02B)
21% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 232
47% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$70M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$35.9M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$22.7M |
| 4 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$18.4M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$6.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$352M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72.4M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$45.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$34.7M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$31.2M |
IJK Hedge Fund Activity: Q2 2022 in Review
662 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2022, worth a combined $3.96B — down 20% from $4.98B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of IJK and 41 opened new positions — a net loss of 36 holders — while 232 trimmed existing stakes and 184 added.
The largest buyer was Fidelity Investments, adding an estimated $70M. The largest seller was CFS Investment Advisory Services, cutting an estimated $352M.
- 662 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2022, down from 708 in Q1 2022.
- Funds reported $3.96B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2022, down 20% quarter-over-quarter.
- 41 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2022 and 77 closed out, a net change of -36 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2022 was Fidelity Investments, an estimated $70M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $352M sold.
Based on aggregated 13F filings for Q2 2022.