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
FCCM
751
First City Capital Management
Georgia
– -$205K -2,732 Closed
KA
752
Klingman & Associates
New York
– -$205K -2,732 Closed
CFO
753
CVA Family Office
Colorado
– -$135K -1,804 Closed
KM
754
Kalos Management
Georgia
– -$125K -1,663 Closed
CF
755
Centaurus Financial
California
– -$104K -1,383 Closed
DI
756
Disciplined Investments
Oklahoma
– -$73.5K -979 Closed
2L
757
25 LLC
Missouri
– -$75K -973 Closed
BFPW
758
BOK Financial Private Wealth
Colorado
– -$35.4K -472 Closed
NFSG
759
Newbridge Financial Services Group
Florida
– -$30.4K -405 Closed
BC
760
Bartlett & Co
Ohio
– -$27K -362 Closed
BCWM
761
Bartlett & Co Wealth Management
Ohio
– -$27.1K -362 Closed
WAM
762
Worth Asset Management
Texas
– -$24K -320 Closed
JMF
763
Johnson Midwest Financial
Iowa
– -$21.4K -286 Closed
FCG
764
Financial Connections Group
California
– -$18K -240 Closed
CWA
765
Clearview Wealth Advisors
Oregon
– -$10.5K -140 Closed
RhumbLine Advisers
766
RhumbLine Advisers
Massachusetts
– -$7.5K -100 Closed
CAS
767
Coppell Advisory Solutions
Texas
– -$6.48K -87 Closed
FGAM
768
Financial Gravity Asset Management
Texas
– -$3 -45 Closed
SC
769
Sawyer & Company
Massachusetts
– -$3K -35 Closed
GWSA
770
Global Wealth Strategies & Associates
Colorado
– -$2.33K -31 Closed
TAIM
771
TD Ameritrade Investment Management
Nebraska
– -$1K -17 Closed
OP
772
ORG Partners
Indiana
– -$301 -4 Closed
CWC
773
Carolinas Wealth Consulting
North Carolina
– -$75 -1 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.