IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$192K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$66.3M
2
MM
Main Management
California
+$35M
3
TWM
Tanglewood Wealth Management
Texas
+$30.6M
4
RJA
Raymond James & Associates
Florida
+$23.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$16M
3
HNB
Huntington National Bank
Ohio
-$10.2M
4
Goldman Sachs
Goldman Sachs
New York
-$7.61M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
526
HM Payson & Co
Maine
$108K -$12.6K -200 -10%
DI
527
Disciplined Investments
Oklahoma
$106K – – –
KSWA
528
Kathleen S. Wright Associates
Pennsylvania
$103K +$7.57K +120 +8%
OPW
529
Oxler Private Wealth
New York
$101K +$83.8K +801 +501%
GWSG
530
GPS Wealth Strategies Group
Colorado
$100K -$14.2K -224 -12%
DSC
531
Duncker Streett & Co
Missouri
$100K – – –
LB
532
Legacy Bridge
Iowa
$92K – – –
MIM
533
Macroview Investment Management
Maryland
$91K +$18.4K +291 +25%
FF
534
FourThought Financial
Florida
$90K +$22.4K +357 +33%
QCG
535
Quadrant Capital Group
Ohio
$89K +$89K +1,408 New
SAM
536
S.A. Mason
Michigan
$84K – – –
SIC
537
Salem Investment Counselors
North Carolina
$84K – – –
RA
538
Rise Advisors
New York
$81K +$317 +5 +0.4%
WFA
539
Wipfli Financial Advisors
Wisconsin
$79K +$79K +1,252 New
HCM
540
Horrell Capital Management
Arkansas
$77K – – –
SFCL
541
Strengthening Families & Communities LLC
Massachusetts
$76K -$9.19K -146 -11%
CPA
542
Cardiff Park Advisors
California
$76K – – –
MCM
543
Mill Capital Management
North Carolina
$76K +$76K +1,200 New
BONH
544
Bank of New Hampshire
New Hampshire
$75K – – –
FCB
545
First Command Bank
Texas
$71K -$14.4K -228 -17%
FCFS
546
First Command Financial Services
Texas
$71K -$14.4K -228 -17%
MHR
547
Matthew Hamilton Rosenberg
$71K – – –
ZB
548
Zions Bancorporation
Utah
$68K – – –
TWM
549
Tradition Wealth Management
Minnesota
$68K – – –
EWM
550
Endurance Wealth Management
Rhode Island
$67K – – –
20 21
22
23 24