We are live on ! Find out more
IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

733 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $820K | Put options by funds: $368K

44% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 39

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

0.91% more ownership

Funds ownership: 67.97% → 68.88% (+0.91%)

1% more funds holding

Funds holding: 728 → 733 (+5)

3% less capital invested

Capital invested by funds: $5.23B → $5.09B (-$137M)

21% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 237

Holders
733
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
188
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$17.1M
2
Comerica Bank
Comerica Bank
Texas
+$16.4M
3
Ameriprise
Ameriprise
Minnesota
+$14.5M
4
MMEA
Main Management ETF Advisors
California
+$9.86M
5
AWM
Apollon Wealth Management
South Carolina
+$9.85M

Top Sellers

1
WIA
World Investment Advisors
California
-$22.7M
2
LPL Financial
LPL Financial
California
-$15.9M
3
Lido Advisors
Lido Advisors
California
-$13.5M
4
JF
JSF Financial
California
-$13M
5
Wells Fargo
Wells Fargo
California
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
726
Cape Investment Advisory
Georgia
$1.45K – – –
LFG
727
Larson Financial Group
Missouri
$1.45K – – –
MIM
728
MTM Investment Management
South Carolina
$1.45K – – –
AWM
729
Aspire Wealth Management
Massachusetts
$1.3K – – –
MRCM
730
M&R Capital Management
New Jersey
$1.08K -$3.02K -40 -73%
UFF
731
USA Financial Formulas
Michigan
$939 – – –
RIA
732
Realta Investment Advisors
Delaware
$900 – – –
YAL
733
Your Advocates Ltd
Texas
$578 – – –
BFA
734
BBJS Financial Advisors
Washington
$21 – – –
EE
735
EWG Elevate
California
– -$3.01M -40,158 Closed
V
736
Veritable
Delaware
– -$2.2M -29,356 Closed
TA
737
Tactive Advisors
Florida
– -$1.13M -15,012 Closed
HCC
738
Hirtle Callaghan & Co
Pennsylvania
– -$969K -12,920 Closed
YIH
739
Y-Intercept (HK)
Hong Kong
– -$544K -7,252 Closed
SI
740
Saxon Interests
Texas
– -$339K -4,526 Closed
PFGIA
741
Patriot Financial Group Insurance Agency
Massachusetts
– -$329K -4,384 Closed
SG
742
StoneX Group
New York
– -$295K -3,930 Closed
SIAS
743
Summit Investment Advisory Services
Minnesota
– -$255K -3,402 Closed
LWM
744
Laidlaw Wealth Management
New York
– -$247K -3,298 Closed
IC
745
IEQ Capital
California
– -$243K -3,242 Closed
BBNA
746
Bremer Bank National Association
Minnesota
– -$237K -3,165 Closed
DT
747
Diversified Trust
Tennessee
– -$237K -3,162 Closed
AT
748
American Trust
Kentucky
– -$222K -2,955 Closed
MGIA
749
Matthew Goff Investment Advisor
Texas
– -$578K -2,886 Closed
RMDI
750
R.M. Davis Inc
Maine
– -$207K -2,764 Closed
27 28 29
30
31

IJK Hedge Fund Activity: Q3 2023 in Review

733 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2023, worth a combined $5.09B — down 2.6% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IJK positions and 39 closed out — a net gain of 17 holders — while 188 added to existing stakes and 237 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $17.1M. The largest seller was World Investment Advisors, cutting an estimated $22.7M.

  • 733 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2023, up from 728 in Q2 2023.
  • Funds reported $5.09B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
  • 56 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2023 and 39 closed out, a net change of +17 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2023 was CAPTRUST Financial Advisors, an estimated $17.1M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2023 was World Investment Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2023.