IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

716 hedge funds and large institutions have $4.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 228 reducing their positions, and 36 closing their positions.

Holders
716
Holders Change
+23
Holders Change %
+3.32%
% of All Funds
11.46%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
77
Increased
211
Reduced
228
Closed
36
Calls
$136K
Puts
$243K
Net Calls
-$107K
Net Calls Change
-$285K

Top Buyers

1
MMEA
1
Main Management ETF Advisors
California
$164M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$105M
3
WIA
3
World Investment Advisors
California
$24.4M
4
SC
4
Savant Capital
Illinois
$21.3M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$11.8M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$30.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$255M
4
Wells Fargo
4
Wells Fargo
California
$614M
5
CCWM
5
Cassaday & Co Wealth Management
Virginia
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
51
Cassaday & Co Wealth Management
Virginia
$13.3M -$11.6M -162,280 -47%
Creative Planning
52
Creative Planning
Kansas
$13.2M +$674K +9,432 +5%
Mariner
53
Mariner
Kansas
$13M +$275K +3,840 +2%
JF
54
JSF Financial
California
$12.6M +$400K +5,587 +3%
HCM
55
Hudson Capital Management
New Jersey
$12.5M +$206K +2,887 +2%
DPIM
56
Duff & Phelps Investment Management
Illinois
$12.5M +$107K +1,500 +0.9%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$12.1M -$400K -5,587 -3%
IWC
58
Integrated Wealth Concepts
Massachusetts
$11.8M +$11.6M +161,696 +4,038%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$11.7M +$209K +2,921 +2%
TYCC
60
Texas Yale Capital Corp
Florida
$11.6M +$286 +4 +0%
BEC
61
Blue Edge Capital
Virginia
$11.2M +$184K +2,576 +2%
GIA
62
GHP Investment Advisors
Colorado
$11.1M -$78.2K -1,093 -0.7%
IFS
63
Ifrah Financial Services
Arkansas
$10.8M -$279K -3,901 -3%
SFP
64
Sterling Financial Planning
New Jersey
$10.4M +$606K +8,479 +6%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$10.3M -$459K -6,425 -4%
CAN
66
Cetera Advisor Networks
California
$10.1M -$3.19M -44,678 -24%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$10.1M +$4.08M +57,044 +68%
KAS
68
Kestra Advisory Services
Texas
$9.98M +$156K +2,178 +2%
US Bancorp
69
US Bancorp
Minnesota
$9.52M -$67.9K -949 -0.7%
HNB
70
Huntington National Bank
Ohio
$8.82M -$8.29M – –
HSBC Holdings
71
HSBC Holdings
United Kingdom
$8.02M -$18.3K -256 -0.2%
SWA
72
SOA Wealth Advisors
New York
$7.96M +$201K +2,816 +3%
9WM
73
9258 Wealth Management
Ohio
$7.93M +$804K +11,240 +11%
BFM
74
Broadview Financial Management
Wisconsin
$7.92M +$64.9K +907 +0.8%
E
75
ETFidea
New York
$7.83M -$34.5K -483 -0.4%
1 2
3
4 5