IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
11.4%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.48%
New
43
Increased
165
Reduced
162
Closed
33
Calls
$2.1M
Puts
$1.96M
Net Calls
+$139K
Net Calls Change
-$2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$2.39M +$54K +928 +2%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$2.35M +$1.65M +28,480 +239%
NAM
128
NTV Asset Management
West Virginia
$2.34M -$101K -1,740 -4%
BlackRock
129
BlackRock
New York
$2.27M -$216K -3,708 -9%
CWM
130
Cornerstone Wealth Management
Missouri
$2.26M +$66.6K +54,656 +3%
SWP
131
Stratos Wealth Partners
Ohio
$2.25M -$1.11M -18,984 -33%
SRSA
132
S.R. Schill & Associates
Washington
$2.14M -$26.1K -448 -1%
HB
133
Homrich & Berg
Georgia
$2.12M -$699 -12 -0%
CCT
134
Country Club Trust
Missouri
$2.08M -$3.03K -52 -0.1%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$2.06M -$402K -6,900 -16%
V
136
Veritable
Delaware
$2.03M – – –
CCM
137
CWH Capital Management
Washington
$1.93M +$10.5K +180 +0.5%
PTC
138
Private Trust Company
Ohio
$1.87M -$90.1K -1,548 -5%
SWM
139
Segment Wealth Management
Texas
$1.85M – – –
APP
140
Avantax Planning Partners
Iowa
$1.83M -$5.13K -88 -0.3%
SCM
141
Stordahl Capital Management
Colorado
$1.82M -$66.8K -1,256 -4%
PFP
142
Pinnacle Financial Partners
Tennessee
$1.82M +$608K +10,440 +50%
HCM
143
HMS Capital Management
Tennessee
$1.79M -$46.8K -804 -3%
CAGAS
144
Capital Advisory Group Advisory Services
Minnesota
$1.79M +$1.25M +21,496 +233%
SG Americas Securities
145
SG Americas Securities
New York
$1.75M +$1.48M +25,476 +563%
AB
146
Atlas Brown
Kentucky
$1.71M -$23.3K -400 -1%
TCM
147
Telos Capital Management
California
$1.71M +$21K +360 +1%
CWM
148
Cahaba Wealth Management
Georgia
$1.7M +$288K +4,992 +20%
VR
149
Viridian RIA
Washington
$1.69M +$1.69M +29,076 New
FA
150
FDx Advisors
Illinois
$1.68M -$175K -3,008 -9%
4 5
6
7 8