IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

893 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
11.89%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
96
Increased
252
Reduced
273
Closed
56
Calls
$373K
Puts
$73K
Net Calls
+$300K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$36.2M
2
WIA
World Investment Advisors
California
+$35.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.4M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$983M
2
IAIM
International Assets Investment Management
Florida
-$117M
3
UFF
USA Financial Formulas
Michigan
-$77.5M
4
MWM
Modern Wealth Management
Kansas
-$67.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPAM
501
Ocean Park Asset Management
California
$419K – – –
IA
502
IFG Advisory
Georgia
$419K +$419K +4,605 New
HI
503
Harbour Investments
Wisconsin
$418K -$26.7K -294 -6%
SAF
504
Smith Anglin Financial
Texas
$415K -$73.9K -813 -15%
SI
505
Saxon Interests
Texas
$414K -$273 -3 -0.1%
GT
506
Glenview Trust
Kentucky
$411K +$455 +5 +0.1%
PWA
507
PCG Wealth Advisors
Kansas
$411K +$1.18K +13 +0.3%
VFA
508
Valeo Financial Advisors
Indiana
$410K +$85.4K +939 +26%
HP
509
Holistic Planning
Texas
$409K -$31.8K -350 -7%
SBIA
510
Sheaff Brock Investment Advisors
Indiana
$403K – – –
PCM
511
Perritt Capital Management
Illinois
$402K +$18.3K +201 +5%
SWC
512
Spectrum Wealth Counsel
Indiana
$401K – – –
TAM
513
Tocqueville Asset Management
New York
$401K – – –
NCM
514
NCM Capital Management
New Jersey
$398K -$18.2K -200 -4%
OPWM
515
Oakwell Private Wealth Management
Texas
$397K – – –
FCP
516
Fidelis Capital Partners
Florida
$393K – – –
CWM
517
ClientFirst Wealth Management
Arkansas
$393K +$393K +4,324 New
ATFA
518
All Terrain Financial Advisors
Minnesota
$392K -$909 -10 -0.2%
SWM
519
SeaCrest Wealth Management
New York
$390K -$728 -8 -0.2%
DA
520
Doliver Advisors
Texas
$390K -$40.9K -450 -9%
FT
521
Fiduciary Trust
Massachusetts
$388K – – –
VPP
522
Vertex Planning Partners
Illinois
$388K – – –
IIC
523
Integrated Investment Consultants
Michigan
$379K +$364 +4 +0.1%
MA
524
MKT Advisors
California
$379K – – –
NPF
525
Norris Perne & French
Michigan
$378K -$1.55K -17 -0.4%
19 20
21
22 23