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iShares S&P Mid-Cap 400 Growth ETF
IJK

735 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 205 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155,100% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1K

455% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 22

35% more funds holding in top 10

Funds holding in top 10: 20 → 27 (+7)

14% more funds holding

Funds holding: 647 → 735 (+88)

11% more capital invested

Capital invested by funds: $5.18B → $5.74B (+$559M)

0.69% more ownership

Funds ownership: 65.93% → 66.62% (+0.69%)

2% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 205

Holders
735
Holders Change
+88
Holders Change %
+13.6%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
205
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.4M
2
SCM
Sandler Capital Management
New York
+$20.3M
3
Bank of America
Bank of America
North Carolina
+$19.6M
4
BF
BOK Financial
Oklahoma
+$17.7M
5
LWAC
Laurel Wealth Advisors (California)
California
+$12.2M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$62.1M
2
Wells Fargo
Wells Fargo
California
-$28M
3
WIA
World Investment Advisors
California
-$27.2M
4
UBS Group
UBS Group
Switzerland
-$18.6M
5
HNB
Huntington National Bank
Ohio
-$6.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$8.31M -$1.78M -21,226 -18%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$8.03M +$668K +7,970 +9%
CA
78
Centerpoint Advisors
Massachusetts
$7.92M -$75K -894 -1%
GLA
79
Great Lakes Advisors
Illinois
$7.77M -$155K -1,843 -2%
JFA
80
JNBA Financial Advisors
Minnesota
$7.75M -$26.2K -313 -0.3%
CAM
81
Cresset Asset Management
Illinois
$7.7M +$372K +4,441 +5%
FCBT
82
First Citizens Bank & Trust
North Carolina
$7.43M +$5.63M +67,205 +337%
IWA
83
Inspirion Wealth Advisors
Illinois
$7.37M +$59.2K +706 +0.8%
CFB
84
Cullen/Frost Bankers
Texas
$7.31M -$1.25M -14,891 -15%
GIM
85
Goelzer Investment Management
Indiana
$7.2M -$175K -2,090 -2%
MBTD
86
Mechanics Bank - Trust Department
California
$7.06M -$183K -2,180 -3%
US Bancorp
87
US Bancorp
Minnesota
$6.86M -$1.15M -13,753 -15%
WAM
88
Weinberger Asset Management
California
$6.66M +$6.55M +78,154 New
GT
89
Greenleaf Trust
Michigan
$6.43M -$145K -1,728 -2%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$6.37M +$111K +1,319 +2%
PWP
91
Perfromance Wealth Partners
Illinois
$6.27M +$6.17M +73,540 New
SWA
92
SOA Wealth Advisors
New York
$6.01M +$989K +11,795 +20%
UCFA
93
United Capital Financial Advisors
Texas
$5.91M +$24.5K +292 +0.4%
WA
94
Winfield Associates
Ohio
$5.85M +$124K +1,480 +2%
M&T Bank
95
M&T Bank
New York
$5.75M -$710K -8,472 -11%
FCFC
96
First Citizens Financial Corp
Iowa
$5.6M -$97K -1,157 -2%
ABC
97
Associated Banc-Corp
Wisconsin
$5.52M +$171K +2,041 +3%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$5.5M -$63.2K -754 -1%
FBB
99
Fulton Breakefield Broenniman
Maryland
$5.44M -$10.9K -130 -0.2%
MML Investors Services
100
MML Investors Services
Massachusetts
$5.4M +$25.2K +301 +0.5%
2 3
4
5 6

IJK Hedge Fund Activity: Q4 2021 in Review

735 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2021, worth a combined $5.74B — up 11% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new IJK positions and 22 closed out — a net gain of 100 holders — while 201 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was LBMC Investment Advisors, cutting an estimated $62.1M.

  • 735 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2021, up from 647 in Q3 2021.
  • Funds reported $5.74B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 122 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2021 and 22 closed out, a net change of +100 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $41.4M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2021 was LBMC Investment Advisors, an estimated $62.1M sold.

Based on aggregated 13F filings for Q4 2021.