IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

716 hedge funds and large institutions have $4.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+23
Holders Change %
+3.32%
% of All Funds
11.46%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
77
Increased
211
Reduced
228
Closed
36
Calls
$136K
Puts
$243K
Net Calls
-$107K
Net Calls Change
-$285K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
$164M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$105M
3
WIA
World Investment Advisors
California
$24.4M
4
SC
Savant Capital
Illinois
$21.3M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.8M

Top Sellers

1
TA
Tiedemann Advisors
New York
$30.1M
2
HighTower Advisors
HighTower Advisors
Illinois
$17.3M
3
Bank of America
Bank of America
North Carolina
$255M
4
Wells Fargo
Wells Fargo
California
$614M
5
CCWM
Cassaday & Co Wealth Management
Virginia
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Segment Wealth Management
Texas
$2.27M – – –
HW
152
Hancock Whitney
Mississippi
$2.23M -$3.55M -49,592 -61%
FTS
153
Fifth Third Securities
Ohio
$2.21M -$79.5K -1,112 -3%
DBIA
154
Dumont & Blake Investment Advisors
New Jersey
$2.2M -$20K -279 -0.9%
SWM
155
Spire Wealth Management
Virginia
$2.17M +$440K +6,149 +25%
AF
156
Advisornet Financial
Minnesota
$2.17M +$14.4K +201 +0.7%
IF
157
Ironwood Financial
Arizona
$2.14M +$27.2K +381 +1%
DC
158
Darrow Company
Massachusetts
$2.14M -$46.8K -654 -2%
ASN
159
Advisory Services Network
Georgia
$2.13M +$118K +1,644 +6%
SCM
160
Stordahl Capital Management
Colorado
$2.12M -$5.79K -81 -0.3%
SWP
161
Stratos Wealth Partners
Ohio
$2.1M -$91.8K -1,284 -4%
V
162
Veritable
Delaware
$2.1M – – –
BOS
163
Bank of Stockton
California
$2.1M -$120K -1,680 -5%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$2.05M +$1.57M +21,901 +325%
WFA
165
Wellspring Financial Advisors
Ohio
$1.99M +$1.43K +20 +0.1%
SIA
166
Soltis Investment Advisors
Utah
$1.99M -$68.9K -963 -3%
FWTB
167
First Western Trust Bank
Colorado
$1.84M +$85.8K +1,200 +5%
EDRIA
168
Edmonds Duncan Registered Investment Advisors
Kansas
$1.83M +$34.8K +487 +2%
UWPG
169
Ullmann Wealth Partners Group
Florida
$1.81M -$46.4K -649 -3%
PPC
170
Park Place Capital
Alabama
$1.8M -$52.4K -733 -3%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$1.79M -$1.55M -21,675 -46%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$1.76M +$89.7K +1,255 +5%
PRWA
173
Platte River Wealth Advisors
Colorado
$1.74M -$964K -13,485 -36%
RCAG
174
Rehmann Capital Advisory Group
Michigan
$1.72M -$100K -1,399 -5%
FCI
175
Financial Counselors Inc
Kansas
$1.7M -$31.9K -446 -2%
5 6
7
8 9