IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

832 hedge funds and large institutions have $6.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 214 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
+35
Holders Change %
+4.39%
% of All Funds
12.06%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
90
Increased
214
Reduced
286
Closed
43
Calls
$293K
Puts
$18K
Net Calls
+$275K
Net Calls Change
-$693K

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
$29.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$230M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.2M
4
Lido Advisors
Lido Advisors
California
$43.8M
5
RJA
Raymond James & Associates
Florida
$105M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$608M
2
UFF
USA Financial Formulas
Michigan
$0
3
Wells Fargo
Wells Fargo
California
$662M
4
MWM
Modern Wealth Management
Kansas
$0
5
PRS
Pinkerton Retirement Specialists
Idaho
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
651
Revolve Wealth Partners
New Jersey
$220K -$17.6K -193 -7%
SWA
652
Strategies Wealth Advisors
Michigan
$220K +$220K +2,416 New
GFA
653
Gallagher Fiduciary Advisors
Illinois
$220K +$220K +2,411 New
ICM
654
IMS Capital Management
Oregon
$220K +$220K +2,408 New
BWM
655
Benchmark Wealth Management
Connecticut
$219K +$219K +2,398 New
ACP
656
Aviance Capital Partners
Florida
$218K +$218K +2,390 New
Millennium Management
657
Millennium Management
New York
$218K +$218K +2,386 New
SA
658
SpiderRock Advisors
Delaware
$217K +$217K +2,472 New
PIMG
659
Patriot Investment Management Group
Tennessee
$217K +$217K +2,376 New
TA
660
TFG Advisers
Michigan
$216K +$216K +2,368 New
JEST
661
JTC Employer Solutions Trustee
Jersey
$215K – – –
RCM
662
Radnor Capital Management
Pennsylvania
$215K +$215K +2,352 New
IPW
663
Intergy Private Wealth
Colorado
$215K +$215K +2,356 New
SW
664
SteelPeak Wealth
California
$214K +$214K +2,347 New
SWA
665
Sightline Wealth Advisors
Connecticut
$212K +$212K +2,328 New
Legacy Financial Group (Iowa)
666
Legacy Financial Group (Iowa)
Iowa
$211K +$211K +2,316 New
PA
667
Procyon Advisors
Connecticut
$210K +$210K +2,300 New
AOWM
668
Alpha Omega Wealth Management
Virginia
$209K +$209K +2,290 New
FIB
669
First Interstate Bank
Montana
$209K +$209K +2,288 New
SIAS
670
Summit Investment Advisory Services
Minnesota
$208K +$208K +2,282 New
LWM
671
Liberty Wealth Management
California
$208K -$41.5K -455 -17%
CFA
672
CWS Financial Advisors
Michigan
$206K +$206K +2,263 New
NW
673
NewEdge Wealth
Pennsylvania
$206K +$206K +2,363 New
ACIM
674
Azimuth Capital Investment Management
Michigan
$205K +$205K +2,249 New
CCM
675
Colorado Capital Management
Colorado
$205K +$205K +2,243 New
25 26
27
28 29