IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

852 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 261 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+20
Holders Change %
+2.4%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
87
Increased
230
Reduced
261
Closed
52
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
-$46K

Top Buyers

1
UFF
USA Financial Formulas
Michigan
$71.2M
2
MWM
Modern Wealth Management
Kansas
$67.8M
3
PRS
Pinkerton Retirement Specialists
Idaho
$34.4M
4
LPL Financial
LPL Financial
California
$127M
5
YCG
Yeomans Consulting Group
Georgia
$20.3M

Top Sellers

1
WIA
World Investment Advisors
California
$20.7M
2
Wells Fargo
Wells Fargo
California
$623M
3
DPIM
Duff & Phelps Investment Management
Illinois
$0
4
Bank of America
Bank of America
North Carolina
$296M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
876
Fisher Asset Management
Washington
– -$328K -3,593 Closed
HIC
877
Hartline Investment Corp
Illinois
– -$317K -3,475 Closed
AC
878
Abbrea Capital
California
– -$297K -3,259 Closed
AIC
879
Argus Investors Counsel
New York
– -$292K -3,200 Closed
SCTC
880
Sanibel Captiva Trust Company
Florida
– -$286K -3,134 Closed
PPP
881
Private Portfolio Partners
New Jersey
– -$272K -2,982 Closed
WFM
882
Wolff Financial Management
Michigan
– -$260K -2,855 Closed
GI
883
GLOBALT Investments
Georgia
– -$260K -2,853 Closed
ONB
884
Old National Bancorp
Indiana
– -$238K -2,611 Closed
FA
885
FC Advisory
Pennsylvania
– -$234K -2,564 Closed
Millennium Management
886
Millennium Management
New York
– -$218K -2,386 Closed
RCM
887
Radnor Capital Management
Pennsylvania
– -$215K -2,352 Closed
SIAS
888
Summit Investment Advisory Services
Minnesota
– -$208K -2,282 Closed
CFA
889
CWS Financial Advisors
Michigan
– -$206K -2,263 Closed
ACIM
890
Azimuth Capital Investment Management
Michigan
– -$205K -2,249 Closed
OPS
891
Orion Portfolio Solutions
Nebraska
– -$203K -2,220 Closed
BCI
892
Brinker Capital Investments
Pennsylvania
– -$203K -2,220 Closed
WS
893
Wedbush Securities
California
– -$201K -2,207 Closed
NCTC
894
New Covenant Trust Company
Indiana
– -$88.3K -968 Closed
WIC
895
Woodmont Investment Counsel
Tennessee
– -$87.8K -962 Closed
PCM
896
Palouse Capital Management
Washington
– -$33.6K -368 Closed
FFWA
897
FRG Family Wealth Advisors
Washington
– -$14.7K -171 Closed
LF
898
LifeSteps Financial
California
– -$13.1K -144 Closed
CBT
899
CoreFirst Bank & Trust
Kansas
– -$12K -132 Closed
BL
900
BFSG LLC
California
– -$6.94K -76 Closed
33 34 35
36
37