IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

551 hedge funds and large institutions have $3.35B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 221 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-65
Holders Change %
-10.55%
% of All Funds
12.17%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.4%
New
43
Increased
141
Reduced
221
Closed
103
Calls
$1.2M
Puts
$2.15M
Net Calls
-$953K
Net Calls Change
-$1.29M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$57M
2
Morgan Stanley
Morgan Stanley
New York
+$40M
3
HC
HNP Capital
New York
+$12.2M
4
SS
Sunbelt Securities
Texas
+$11.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$184M
2
Stifel Financial
Stifel Financial
Missouri
-$30.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$23.7M
5
Bank of America
Bank of America
North Carolina
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
CWH Capital Management
Washington
$1.3M +$25K +560 +2%
SWP
152
Stratos Wealth Partners
Ohio
$1.3M -$55K -1,232 -4%
TPCW
153
TD Private Client Wealth
New York
$1.28M -$44.8K -1,004 -3%
SCM
154
Stordahl Capital Management
Colorado
$1.28M -$66.6K -1,604 -5%
DIA
155
Dana Investment Advisors
Wisconsin
$1.27M +$715K +16,016 +128%
HCM
156
HMS Capital Management
Tennessee
$1.24M +$3.57K +80 +0.3%
AA
157
Alesco Advisors
New York
$1.23M – – –
VR
158
Viridian RIA
Washington
$1.22M – – –
DBIA
159
Dumont & Blake Investment Advisors
New Jersey
$1.22M -$28.7K -644 -2%
AWM
160
Avior Wealth Management
Nebraska
$1.18M -$76.9K -1,724 -6%
IA
161
IFG Advisory
Georgia
$1.17M -$295K -6,612 -20%
APP
162
Avantax Planning Partners
Iowa
$1.17M -$80.5K -1,804 -6%
OC
163
Oppenheimer & Co
New York
$1.17M -$27.7K -620 -2%
MWM
164
Mattern Wealth Management
Kansas
$1.15M +$272K +6,096 +31%
CWM
165
Cahaba Wealth Management
Georgia
$1.08M -$349K -7,824 -24%
AFC
166
AFT Forsyth & Company
Florida
$1.05M -$32.5K -728 -3%
CG
167
Colony Group
Massachusetts
$1.05M -$191K -4,276 -15%
BMCM
168
Bryn Mawr Capital Management
Pennsylvania
$1.04M -$184K -4,124 -15%
LWA
169
LWS Wealth Advisors
New Jersey
$1.03M -$644K -14,452 -39%
FNBT
170
FineMark National Bank & Trust
Florida
$1.01M – – –
FCI
171
Financial Counselors Inc
Kansas
$1M -$95.3K -2,136 -9%
PFG
172
Pacific Financial Group
Washington
$998K +$21.2K +476 +2%
TFF
173
The Family Firm
Maryland
$931K – – –
TW
174
Transform Wealth
Colorado
$928K +$115K +2,576 +14%
SI
175
Stephens Inc
Arkansas
$920K -$11.6K -260 -1%
5 6
7
8 9