IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

693 hedge funds and large institutions have $4.8B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 200 increasing their positions, 224 reducing their positions, and 34 closing their positions.

Holders
693
Holders Change
+53
Holders Change %
+8.28%
% of All Funds
11.18%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.42%
New
96
Increased
200
Reduced
224
Closed
34
Calls
$287K
Puts
$109K
Net Calls
+$178K
Net Calls Change
-$269K

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$70.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M
3
Bank of America
3
Bank of America
North Carolina
$264M
4
MMEA
4
Main Management ETF Advisors
California
$103M
5
AAP
5
Arax Advisory Partners
Colorado
$22.1M

Top Sellers

1
WIA
1
World Investment Advisors
California
$2.16M
2
Wells Fargo
2
Wells Fargo
California
$606M
3
HNB
3
Huntington National Bank
Ohio
$8.29M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
101
Weinberger Asset Management
California
$4.4M 64,487 -9,173 -12%
AAS
102
Avantax Advisory Services
Texas
$4.35M 63,728 +4,015 +7%
Corient Private Wealth
103
Corient Private Wealth
Florida
$4.33M 63,414 +63,414 New
UCFA
104
United Capital Financial Advisors
Texas
$4.33M 63,364 -1,466 -2%
BMCM
105
Bryn Mawr Capital Management
Pennsylvania
$4.25M 62,184 +41,974 +208%
RA
106
Rodgers & Associates
Pennsylvania
$4.24M 62,092 -177 -0.3%
GPA
107
Guidance Point Advisors
Massachusetts
$4.2M 61,485 -1,307 -2%
PWP
108
Perfromance Wealth Partners
Illinois
$4.16M 60,881 -3,636 -6%
FBB
109
Fulton Breakefield Broenniman
Maryland
$4.13M 60,524 -795 -1%
AMG
110
Asset Management Group
Connecticut
$4.09M 59,849 +383 +0.6%
PCTC
111
Perkins Coie Trust Company
Washington
$4.01M 58,712 -1,241 -2%
SS
112
Sunbelt Securities
Texas
$3.99M 58,368 +572 +1%
SC
113
Slow Capital
California
$3.96M 57,985 +14,500 +33%
HWM
114
HB Wealth Management
Georgia
$3.95M 57,857 -948 -2%
MYIA
115
Mount Yale Investment Advisors
Colorado
$3.93M 57,546 +57,546 New
OFS
116
Oldfather Financial Services
Nebraska
$3.93M 57,493 +4,215 +8%
AWS
117
Atria Wealth Solutions
New York
$3.86M 56,533 +5,691 +11%
CAG
118
Csenge Advisory Group
Florida
$3.82M 55,937 -1,507 -3%
GW
119
GW & Wade
Massachusetts
$3.81M 55,772 +23,056 +70%
EWA
120
EP Wealth Advisors
California
$3.76M 55,124 -2,449 -4%
JWA
121
JFS Wealth Advisors
Pennsylvania
$3.65M 53,465 -3,292 -6%
CWM
122
Cranbrook Wealth Management
Michigan
$3.56M 52,055 -9,978 -16%
SEIA
123
Signature Estate & Investment Advisors
California
$3.49M 51,094 +4,243 +9%
LC
124
LTG Capital
Massachusetts
$3.29M 48,229 +31,705 +192%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$3.19M 46,693 -109 -0.2%
3 4
5
6 7