IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

852 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 261 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+20
Holders Change %
+2.4%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
87
Increased
230
Reduced
261
Closed
52
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
-$46K

Top Buyers

1
UFF
USA Financial Formulas
Michigan
+$71.2M
2
MWM
Modern Wealth Management
Kansas
+$67.8M
3
PRS
Pinkerton Retirement Specialists
Idaho
+$33.9M
4
LPL Financial
LPL Financial
California
+$23.2M
5
YCG
Yeomans Consulting Group
Georgia
+$20.3M

Top Sellers

1
WIA
World Investment Advisors
California
-$144M
2
Wells Fargo
Wells Fargo
California
-$16.4M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
526
Vickerman Investment Advisors
Washington
$364K -$3.97K -45 -1%
GFS
527
GYL Financial Synergies
Connecticut
$363K – – –
MFA
528
Mayflower Financial Advisors
Massachusetts
$363K +$6.26K +71 +2%
GFPC
529
Global Financial Private Client
Florida
$361K +$361K +4,097 New
NFC
530
Northeast Financial Consultants
Connecticut
$358K – – –
FCP
531
Fidelis Capital Partners
Florida
$358K – – –
AWA
532
Amplius Wealth Advisors
Pennsylvania
$357K +$34.4K +390 +11%
SWM
533
SeaCrest Wealth Management
New York
$355K -$6.87K -78 -2%
IB
534
Intrust Bank
Kansas
$355K – – –
FWP
535
FAS Wealth Partners
Kansas
$352K -$6.26K -71 -2%
CIC
536
Carnegie Investment Counsel
Ohio
$352K – – –
HWA
537
HCR Wealth Advisors
California
$352K – – –
WCA
538
Waypoint Capital Advisors
Minnesota
$351K – – –
SHWM
539
Smith & Howard Wealth Management
Georgia
$350K – – –
MA
540
MKT Advisors
California
$348K – – –
TB
541
Terril Brothers
Missouri
$344K – – –
HFA
542
High Falls Advisors
New York
$344K – – –
BRWA
543
B. Riley Wealth Advisors
Florida
$344K +$344K +3,899 New
BFM
544
Boston Financial Management
Massachusetts
$343K -$617 -7 -0.2%
HCM
545
Highview Capital Management
Illinois
$342K +$44.1K +500 +15%
AWA
546
ARQ Wealth Advisors
Arizona
$339K – – –
NB
547
NBT Bank
New York
$335K – – –
IBOK
548
Independence Bank of Kentucky
Kentucky
$331K – – –
DIM
549
Delta Investment Management
California
$331K – – –
HCP
550
Holt Capital Partners
Texas
$330K – – –
20 21
22
23 24