IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

583 hedge funds and large institutions have $4.1B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+15
Holders Change %
+2.64%
% of All Funds
11.79%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
63
Increased
154
Reduced
207
Closed
43
Calls
$5.02M
Puts
$287K
Net Calls
+$4.74M
Net Calls Change
+$3.54M

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$25.3M
2
PFG
2
Piershale Financial Group
Illinois
$23.9M
3
BCM
3
Brookstone Capital Management
Illinois
$15.3M
4
BFG
4
Barber Financial Group
Kansas
$14.5M
5
CC
5
Courier Capital
New York
$16.1M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$148M
2
Wells Fargo
2
Wells Fargo
California
$751M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$21.4M
4
Truist Financial
4
Truist Financial
North Carolina
$57M
5
CA
5
Centerpoint Advisors
Massachusetts
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$11.3M +$6.24M +104,428 +123%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$11.2M -$357K -5,968 -3%
Stifel Financial
53
Stifel Financial
Missouri
$11M -$1.35M -22,560 -11%
PAG
54
Private Advisor Group
New Jersey
$10.7M +$965K +16,232 +10%
TA
55
Tiedemann Advisors
New York
$10.3M +$951K +15,904 +10%
DPIM
56
Duff & Phelps Investment Management
Illinois
$10.3M – – –
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$10.1M +$1.88M +31,396 +23%
CAN
58
Cetera Advisor Networks
California
$9.62M -$747K -12,496 -7%
Lido Advisors
59
Lido Advisors
California
$9.48M +$4.7M +78,548 +98%
BEC
60
Blue Edge Capital
Virginia
$9.12M +$174K +2,908 +2%
GIA
61
GHP Investment Advisors
Colorado
$8.8M +$239K +4,004 +3%
RFM
62
Royal Fund Management
Florida
$8.76M +$8.76M +146,436 New
PCTC
63
Perkins Coie Trust Company
Washington
$8.48M -$890K -14,876 -9%
M&T Bank
64
M&T Bank
New York
$8.42M -$1.48M -24,736 -15%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$8.4M -$183K -3,056 -2%
AWM
66
AE Wealth Management
Kansas
$8.23M +$7.99M +133,552 +3,232%
BFM
67
Broadview Financial Management
Wisconsin
$8.23M -$891K -14,904 -10%
BOS
68
Bank of Stockton
California
$8.19M +$256K +4,288 +3%
FHB
69
First Hawaiian Bank
Hawaii
$7.68M -$650K -10,876 -8%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$7.68M +$400K +6,696 +5%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$7.56M -$298K -4,984 -4%
GIM
72
Goelzer Investment Management
Indiana
$6.62M -$457K -7,644 -6%
US Bancorp
73
US Bancorp
Minnesota
$6.59M -$410K -6,852 -6%
FPFS
74
First Personal Financial Services
North Carolina
$6.56M -$29.7K -496 -0.4%
AAS
75
Avantax Advisory Services
Texas
$6.53M +$5.02M +83,828 +332%
1 2
3
4 5