IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

640 hedge funds and large institutions have $4.08B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-19
Holders Change %
-2.88%
% of All Funds
11.07%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
37
Increased
182
Reduced
211
Closed
48
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$192K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$66.3M
2
MM
Main Management
California
+$35M
3
TWM
Tanglewood Wealth Management
Texas
+$30.6M
4
RJA
Raymond James & Associates
Florida
+$23.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.5M

Top Sellers

1
CDIA
Capital Directions Investment Advisors
Georgia
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$16M
3
HNB
Huntington National Bank
Ohio
-$10.2M
4
Goldman Sachs
Goldman Sachs
New York
-$7.61M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
151
Ullmann Wealth Partners Group
Florida
$1.62M +$1.07K +17 +0.1%
IA
152
IFP Advisors
Florida
$1.61M +$18.9K +172 +1%
OC
153
Oppenheimer & Co
New York
$1.6M -$67.3K -1,068 -4%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$1.58M -$101K -1,596 -6%
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$1.57M +$50.5K +801 +3%
AA
156
Alesco Advisors
New York
$1.57M -$18.9K -300 -1%
FWTB
157
First Western Trust Bank
Colorado
$1.56M -$3.59K -57 -0.2%
FCI
158
Financial Counselors Inc
Kansas
$1.53M +$61.2K +971 +4%
CA
159
Clearstead Advisors
Ohio
$1.51M -$945 -15 -0.1%
TCMP
160
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.46M -$70K -1,111 -5%
AB
161
Atlas Brown
Kentucky
$1.45M -$100K -1,590 -6%
TRCT
162
Tower Research Capital (TRC)
New York
$1.42M +$775K +12,291 +120%
AFC
163
AFT Forsyth & Company
Florida
$1.39M – – –
WT
164
Whittier Trust
California
$1.36M +$1.08M +17,091 +381%
RJT
165
Raymond James Trust
Florida
$1.33M +$182K +2,884 +16%
OCM
166
One Capital Management
California
$1.32M -$243K -3,859 -16%
RB
167
Renasant Bank
Mississippi
$1.31M -$2.46K -39 -0.2%
NAM
168
NTV Asset Management
West Virginia
$1.31M – – –
STA
169
Summit Trail Advisors
New York
$1.31M -$2.52K -40 -0.2%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$1.29M +$582K +9,234 +82%
YIA
171
YHB Investment Advisors
Connecticut
$1.29M -$32.4K -514 -2%
BlackRock
172
BlackRock
New York
$1.28M +$16.5K +261 +1%
TIA
173
Tiemann Investment Advisors
California
$1.28M +$67.9K +1,078 +6%
BMCM
174
Bryn Mawr Capital Management
Pennsylvania
$1.27M +$13.2K +210 +1%
IAIM
175
International Assets Investment Management
Florida
$1.27M -$32K -507 -2%
5 6
7
8 9