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 %
FA
851
Fedenia Advisers
Wisconsin
$12.5K +$12.5K +138 New
PIS
852
POM Investment Strategies
North Carolina
$12.5K – – –
HR
853
Howe & Rusling
New York
$12.4K +$9.56K +105 +339%
SC
854
Stephens Consulting
Michigan
$12.4K – – –
TC
855
Trust Company
Kansas
$12.3K +$3.55K +39 +41%
DPW
856
DiNuzzo Private Wealth
Pennsylvania
$12K – – –
CBT
857
CoreFirst Bank & Trust
Kansas
$12K – – –
NBT
858
Northwest Bank & Trust
Iowa
$11.4K – – –
CMBA
859
C.M. Bidwell & Associates
Hawaii
$11.3K – – –
MFC
860
Mechanics Financial Corp
Ohio
$10.9K – – –
VHAM
861
Van Hulzen Asset Management
California
$10.4K +$10.4K +114 New
PP
862
Pacifica Partners
Canada
$10.2K – – –
ATC
863
Adirondack Trust Company
New York
$10.2K – – –
CWM
864
CarsonAllaria Wealth Management
Illinois
$10.1K – – –
BA
865
Ballast Advisors
Minnesota
$9.09K – – –
T
866
Transce3nd
Texas
$8.91K +$8.91K +98 New
AWM
867
Abound Wealth Management
Tennessee
$8.55K – – –
MBFW
868
Morton Brown Family Wealth
Pennsylvania
$8.46K – – –
GM
869
GeoWealth Management
Illinois
$8.11K +$8.11K +89 New
AW
870
Avion Wealth
Texas
$8K – – –
HGERS
871
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
CAS
872
Coppell Advisory Solutions
Texas
$7.65K – – –
LFG
873
Larson Financial Group
Missouri
$7.27K +$5.46K +60 +300%
POIA
874
Pin Oak Investment Advisors
Texas
$7K – – –
PWA
875
Provenance Wealth Advisors
Florida
$6.87K – – –
33 34
35
36 37