IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

732 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, 203 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+88
Holders Change %
+13.66%
% 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
203
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M
2
SCM
2
Sandler Capital Management
New York
$20.6M
3
Bank of America
3
Bank of America
North Carolina
$295M
4
BF
4
BOK Financial
Oklahoma
$68.7M
5
LWAC
5
Laurel Wealth Advisors (California)
California
$12.4M

Top Sellers

1
LIA
1
LBMC Investment Advisors
Tennessee
$1.08M
2
Wells Fargo
2
Wells Fargo
California
$869M
3
WIA
3
World Investment Advisors
California
$2.03M
4
UBS Group
4
UBS Group
Switzerland
$161M
5
HNB
5
Huntington National Bank
Ohio
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
726
MTM Investment Management
South Carolina
$2K – – –
LFG
727
Larson Financial Group
Missouri
$2K +$2K +20 New
TFP
728
Tilia Fiduciary Partners
North Carolina
$2K +$2K +20 New
FHC
729
First Heartland Consultants
Missouri
$1.67K -$11 -127 -0.6%
SFCL
730
Strengthening Families & Communities LLC
Massachusetts
$1.03K +$1.03K +1,350 New
UOTTAIMCU
731
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$1K +12 New
BBHC
732
Brown Brothers Harriman & Co
New York
$242 – – –
LWM
733
Liberty Wealth Management
California
$208 -$201K -2,533 Closed
WIM
734
Westside Investment Management
California
$24 +$24 +288 New
SBH
735
Segall Bryant & Hamill
Illinois
– -$1.62M -20,505 Closed
FTUS
736
Flow Traders U.S.
New York
– -$1.54M -19,405 Closed
NL
737
NWAM LLC
Washington
– -$384K -4,852 Closed
MP
738
McDonald Partners
Ohio
– -$261K -3,300 Closed
SHWM
739
Smith & Howard Wealth Management
Georgia
– -$234K -2,953 Closed
WDC
740
Woodward Diversified Capital
California
– -$218K -2,755 Closed
GRP
741
Global Retirement Partners
California
– -$175K -2,206 Closed
FA
742
Flagstar Advisors
New York
– -$79K -992 Closed
CICI
743
Capital Investment Counsel Inc
North Carolina
– -$31K -392 Closed
FCM
744
Firestone Capital Management
Florida
– -$26K -316 Closed
CPC
745
Consolidated Planning Corp
Georgia
– -$22K -284 Closed
CAGAS
746
Capital Advisory Group Advisory Services
Minnesota
– -$17K -212 Closed
Barclays
747
Barclays
United Kingdom
– -$16K -200 Closed
APWA
748
Atlas Private Wealth Advisors
New Jersey
– -$16K -200 Closed
JMF
749
Johnson Midwest Financial
Iowa
– -$14K -180 Closed
JPLA
750
Joseph P. Lucia & Associates
New York
– -$11K -136 Closed
27 28 29
30
31