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iShares S&P Mid-Cap 400 Growth ETF
IJK

647 hedge funds and large institutions have $5.18B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

93,820% more call options, than puts

Call options by funds: $4.7M | Put options by funds: $5K

1.66% more ownership

Funds ownership: 64.27% → 65.93% (+1.7%)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

2% less capital invested

Capital invested by funds: $5.29B → $5.18B (-$112M)

2% less funds holding

Funds holding: 657 → 647 (-10)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

22% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 211

Holders
647
Holders Change
-10
Holders Change %
-1.52%
% of All Funds
11.33%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
44
Increased
164
Reduced
211
Closed
44
Calls
$4.7M
Puts
$5K
Net Calls
+$4.69M
Net Calls Change
+$3.47M

Top Buyers

Rank Fund Capital Flow
1
LIA
LBMC Investment Advisors
Tennessee
+$60.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$57.4M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$5.88M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.72M
5
JWA
JFS Wealth Advisors
Pennsylvania
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$86.1M
2
Wells Fargo
Wells Fargo
California
-$45.6M
3
Morgan Stanley
Morgan Stanley
New York
-$14.4M
4
Goldman Sachs
Goldman Sachs
New York
-$7.29M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
601
Pacific Center for Financial Services
California
$24K – – –
POIA
602
Pin Oak Investment Advisors
Texas
$24K – – –
PAIM
603
Punch & Associates Investment Management
Minnesota
$24K – – –
BAM
604
Baldrige Asset Management
Pennsylvania
$22K – – –
CPC
605
Consolidated Planning Corp
Georgia
$22K +$23.1K +284 New
CIA
606
Choate Investment Advisors
Massachusetts
$19K – – –
TFGT
607
TS Financial Group (TSFG)
Illinois
$18K – – –
CAGAS
608
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
APWA
609
Atlas Private Wealth Advisors
New Jersey
$16K – – –
Barclays
610
Barclays
United Kingdom
$16K +$16.2K +200 New
HPC
611
HM Payson & Co
Maine
$16K +$16.2K +200 New
YAL
612
Your Advocates Ltd
Texas
$16K +$16.9K +208 New
AWM
613
Atticus Wealth Management
Florida
$15K – – –
TIM
614
Tortoise Investment Management
New York
$14K – – –
JMF
615
Johnson Midwest Financial
Iowa
$14K +$14.6K +180 New
HFA
616
HC Financial Advisors
California
$13K – – –
MPCG
617
Matrix Private Capital Group
New York
$13K – – –
GG
618
Gleason Group
Kentucky
$12K – – –
AWM
619
Accel Wealth Management
Iowa
$11K – – –
CWA
620
Clearview Wealth Advisors
Oregon
$11K – – –
CCA
621
Column Capital Advisors
Indiana
$11K – – –
GLLW
622
Graves Light Lenhart Wealth
Virginia
$11K – – –
JPLA
623
Joseph P. Lucia & Associates
New York
$11K – – –
KFS
624
Kelly Financial Services
Massachusetts
$10.1K -$826K -10,176 -99%
CFFP
625
Center for Financial Planning
Michigan
$10K – – –
23 24
25
26 27

IJK Hedge Fund Activity: Q3 2021 in Review

647 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2021, worth a combined $5.18B — down 2.1% from $5.29B a quarter earlier.

Fund positioning in IJK was balanced in Q3 2021: 44 funds opened new positions, 44 closed out, 164 added to existing stakes and 211 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $60.1M. The largest seller was AssetMark Inc, cutting an estimated $86.1M.

  • 647 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2021, down from 657 in Q2 2021.
  • Funds reported $5.18B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 44 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2021 and 44 closed out, a net change of 0 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2021 was LBMC Investment Advisors, an estimated $60.1M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2021 was AssetMark Inc, an estimated $86.1M sold.

Based on aggregated 13F filings for Q3 2021.