IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

568 hedge funds and large institutions have $3.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 237 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+17
Holders Change %
+3.09%
% of All Funds
11.68%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.41%
New
63
Increased
114
Reduced
237
Closed
42
Calls
$1.64M
Puts
$442K
Net Calls
+$1.19M
Net Calls Change
+$2.15M

Top Buyers

1
WSFS
Wilmington Savings Fund Society
Delaware
$22.7M
2
Bank of America
Bank of America
North Carolina
$193M
3
PFG
Piershale Financial Group
Illinois
$7.22M
4
1IA
1834 Investment Advisors
Wisconsin
$24.2M
5
Northern Trust
Northern Trust
Illinois
$46.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$715M
2
Financial Engines Advisors
Financial Engines Advisors
California
$167M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$50M
4
Ameriprise
Ameriprise
Minnesota
$55.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
576
Beam Wealth Advisors
Louisiana
– -$554K -12,416 Closed
BAC
577
Boys Arnold & Co
North Carolina
– -$459K -10,284 Closed
TNBTD
578
Trustmark National Bank Trust Department
Mississippi
– -$351K -7,876 Closed
WAM
579
Wealthspire Advisors (Maryland)
Maryland
– -$285K -6,384 Closed
WANY
580
Wealthspire Advisors (New York)
New York
– -$285K -6,384 Closed
KP
581
Keel Point
Alabama
– -$284K -6,360 Closed
CPA
582
Capital Planning Advisors
California
– -$269K -6,040 Closed
CS
583
Comerica Securities
Michigan
– -$254K -5,700 Closed
SEI Investments
584
SEI Investments
Pennsylvania
– -$254K -5,700 Closed
HR
585
Hayden Royal
North Carolina
– -$249K -5,588 Closed
FI
586
FormulaFolio Investments
Michigan
– -$246K -5,520 Closed
MPW
587
MA Private Wealth
California
– -$244K -5,464 Closed
CRC
588
Curi RMB Capital
Illinois
– -$240K -5,380 Closed
BRWM
589
B. Riley Wealth Management
Tennessee
– -$238K -5,328 Closed
PWP
590
Personal Wealth Partners
Minnesota
– -$232K -5,200 Closed
JPG
591
Jordan Park Group
California
– -$217K -4,860 Closed
BFPW
592
BOK Financial Private Wealth
Colorado
– -$215K -4,828 Closed
CBT
593
Capital Bank & Trust
California
– -$212K -4,760 Closed
NFG
594
Next Financial Group
Texas
– -$137K -3,072 Closed
AT
595
Arden Trust
Delaware
– -$59K -1,332 Closed
SCA
596
Stonebridge Capital Advisors
Minnesota
– -$36K -800 Closed
WAP
597
Wealthcare Advisory Partners
Pennsylvania
– -$34K -752 Closed
WQ
598
Wealth Quarterback
New Jersey
– -$27.7K -620 Closed
MCM
599
Manchester Capital Management
Vermont
– -$27K -600 Closed
AA
600
Advisory Alpha
Michigan
– -$19.4K -408 Closed
21 22 23
24
25