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iShares S&P Mid-Cap 400 Growth ETF
IJK

735 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 205 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155,100% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1K

455% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 22

35% more funds holding in top 10

Funds holding in top 10: 20 → 27 (+7)

14% more funds holding

Funds holding: 647 → 735 (+88)

11% more capital invested

Capital invested by funds: $5.18B → $5.74B (+$559M)

0.69% more ownership

Funds ownership: 65.93% → 66.62% (+0.69%)

2% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 205

Holders
735
Holders Change
+88
Holders Change %
+13.6%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
205
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.4M
2
SCM
Sandler Capital Management
New York
+$20.3M
3
Bank of America
Bank of America
North Carolina
+$19.6M
4
BF
BOK Financial
Oklahoma
+$17.7M
5
LWAC
Laurel Wealth Advisors (California)
California
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
LIA
LBMC Investment Advisors
Tennessee
-$62.1M
2
Wells Fargo
Wells Fargo
California
-$28M
3
WIA
World Investment Advisors
California
-$27.2M
4
UBS Group
UBS Group
Switzerland
-$18.6M
5
HNB
Huntington National Bank
Ohio
-$6.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
576
IMS Capital Management
Oregon
$205K +$202K +2,408 New
CFD
577
Creative Financial Designs
Indiana
$204K +$14.3K +170 +8%
CCM
578
Colorado Capital Management
Colorado
$204K +$200K +2,384 New
RA
579
RFG Advisory
Alabama
$203K +$199K +2,376 New
SAM
580
Summit Asset Management
Tennessee
$203K +$200K +2,380 New
SPP
581
Single Point Partners
Massachusetts
$202K +$198K +2,366 New
TDC
582
Thompson Davis & Co
Virginia
$202K +$199K +2,369 New
PIMG
583
Patriot Investment Management Group
Tennessee
$202K +$199K +2,376 New
JEST
584
JTC Employer Solutions Trustee
Jersey
$201K – – –
BWA
585
Bordeaux Wealth Advisors
California
$201K +$198K +2,362 New
PB
586
Pinnacle Bancorp
Nebraska
$194K – – –
MA
587
Montag & Associates
Georgia
$179K – – –
HR
588
Hayden Royal
North Carolina
$174K +$171K +2,042 New
GAM
589
Gemmer Asset Management
California
$170K – – –
PP
590
PFS Partners
New Jersey
$161K +$158K +1,888 New
FDCDDQ
591
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161K – – –
VNA
592
Valley National Advisers
Pennsylvania
$159K – – –
PFBT
593
Parkside Financial Bank & Trust
Missouri
$158K – – –
DSC
594
Duncker Streett & Co
Missouri
$135K – – –
GWSG
595
GPS Wealth Strategies Group
Colorado
$135K +$24.1K +287 +22%
TFO
596
Tarbox Family Office
California
$133K +$252 +3 +0.2%
COCM
597
Charter Oak Capital Management
New Hampshire
$131K – – –
RFWA
598
RPg Family Wealth Advisory
Massachusetts
$131K – – –
Qube Research & Technologies (QRT)
599
Qube Research & Technologies (QRT)
United Kingdom
$126K +$3.44K +41 +3%
WB
600
Webster Bank
Connecticut
$125K – – –
22 23
24
25 26

IJK Hedge Fund Activity: Q4 2021 in Review

735 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2021, worth a combined $5.74B — up 11% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new IJK positions and 22 closed out — a net gain of 100 holders — while 201 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was LBMC Investment Advisors, cutting an estimated $62.1M.

  • 735 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2021, up from 647 in Q3 2021.
  • Funds reported $5.74B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 122 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2021 and 22 closed out, a net change of +100 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $41.4M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2021 was LBMC Investment Advisors, an estimated $62.1M sold.

Based on aggregated 13F filings for Q4 2021.