IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

893 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
11.89%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
96
Increased
252
Reduced
273
Closed
56
Calls
$373K
Puts
$73K
Net Calls
+$300K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$36.2M
2
WIA
World Investment Advisors
California
+$35.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.4M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$983M
2
IAIM
International Assets Investment Management
Florida
-$117M
3
UFF
USA Financial Formulas
Michigan
-$77.5M
4
MWM
Modern Wealth Management
Kansas
-$67.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
801
Cornerstone Planning Group
New Jersey
$44.9K +$94 +1 +0.2%
CFP
802
Comprehensive Financial Planning
Pennsylvania
$44.5K +$44.5K +489 New
BFS
803
Burkett Financial Services
South Carolina
$42.6K +$91 +1 +0.2%
MMCM
804
Murphy & Mullick Capital Management
New York
$42.2K +$42.2K +464 New
RCA
805
Runnymede Capital Advisors
Ohio
$41.8K +$41.8K +460 New
RA
806
Rise Advisors
New York
$41.4K +$91 +1 +0.2%
HNW
807
High Note Wealth
Minnesota
$41.1K +$41.1K +452 New
AIA
808
Armor Investment Advisors
North Carolina
$40K – – –
SIS
809
Sound Income Strategies
Florida
$38.8K -$2.86M -31,438 -99%
CB
810
Centennial Bank
Arkansas
$36.4K – – –
HDIM
811
Hanson & Doremus Investment Management
Vermont
$36K – – –
CICI
812
Capital Investment Counsel Inc
North Carolina
$35.6K – – –
FFL
813
Financial Freedom LLC
Ohio
$33.5K – – –
PCM
814
Palouse Capital Management
Washington
$33.5K +$33.5K +368 New
AP
815
Atwood & Palmer
Missouri
$33.2K -$11.2K -123 -25%
CA
816
Continuum Advisory
Idaho
$31.6K – – –
AF
817
Atala Financial
California
$30.9K +$30.9K +340 New
SFG
818
Stonebridge Financial Group
Pennsylvania
$30.7K +$30.7K +338 New
GWANC
819
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.3K +$4.18K +46 +17%
HCM
820
Hollencrest Capital Management
California
$29.1K – – –
PCFFS
821
Pacific Center for Financial Services
California
$28K – – –
SAM
822
Smartleaf Asset Management
Massachusetts
$27.9K – – –
KB
823
Kimelman & Baird
New York
$27.3K – – –
FPB
824
First PREMIER Bank
South Dakota
$27K – – –
AGWCA
825
Annis Gardner Whiting Capital Advisors
Florida
$26.2K – – –
31 32
33
34 35