IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

725 hedge funds and large institutions have $5.23B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 211 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+9
Holders Change %
+1.26%
% of All Funds
11.43%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
57
Increased
211
Reduced
227
Closed
42
Calls
$1.07M
Puts
$390K
Net Calls
+$683K
Net Calls Change
+$790K

Top Buyers

1
SAF
Smith Anglin Financial
Texas
$39.7M
2
Cerity Partners
Cerity Partners
New York
$29.9M
3
LPL Financial
LPL Financial
California
$88M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$131M
5
MMEA
Main Management ETF Advisors
California
$183M

Top Sellers

1
TWM
Tanglewood Wealth Management
Texas
$0
2
Wells Fargo
Wells Fargo
California
$612M
3
Bank of America
Bank of America
North Carolina
$240M
4
WSFS
Wilmington Savings Fund Society
Delaware
$49.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITB
151
Idaho Trust Bank
Idaho
$2.33M +$2.33M +31,106 New
ASN
152
Advisory Services Network
Georgia
$2.33M +$94K +1,253 +4%
DBIA
153
Dumont & Blake Investment Advisors
New Jersey
$2.32M +$16.4K +218 +0.7%
AF
154
Advisornet Financial
Minnesota
$2.32M +$50.9K +679 +2%
FTS
155
Fifth Third Securities
Ohio
$2.29M -$29.6K -395 -1%
FCI
156
Financial Counselors Inc
Kansas
$2.28M +$499K +6,650 +28%
SWM
157
Spire Wealth Management
Virginia
$2.28M +$825 +11 +0%
IF
158
Ironwood Financial
Arizona
$2.26M +$15.5K +206 +0.7%
DC
159
Darrow Company
Massachusetts
$2.25M +$150 +2 +0%
GRP
160
Global Retirement Partners
California
$2.23M +$1.04M +13,888 +88%
VW
161
Vance Wealth
California
$2.23M -$291K -3,876 -12%
SWP
162
Stratos Wealth Partners
Ohio
$2.21M +$1.28K +17 +0.1%
V
163
Veritable
Delaware
$2.2M – – –
SCM
164
Stordahl Capital Management
Colorado
$2.18M -$38.9K -518 -2%
BOS
165
Bank of Stockton
California
$2.11M -$86.3K -1,150 -4%
SIA
166
Soltis Investment Advisors
Utah
$2.11M +$18.7K +249 +0.9%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$2.1M -$52.4K -698 -2%
FTUS
168
Flow Traders U.S.
New York
$2.07M +$2.07M +27,622 New
CTC
169
Corundum Trust Company
South Dakota
$2.05M +$2.05M +27,292 New
PMG
170
ProVise Management Group
Florida
$1.97M +$627K +8,362 +47%
PSCM
171
Per Stirling Capital Management
Texas
$1.94M +$632K +8,427 +48%
EDRIA
172
Edmonds Duncan Registered Investment Advisors
Kansas
$1.94M +$21.9K +292 +1%
UWPG
173
Ullmann Wealth Partners Group
Florida
$1.93M +$28.6K +381 +2%
PPC
174
Park Place Capital
Alabama
$1.86M -$28.3K -377 -1%
HW
175
Hancock Whitney
Mississippi
$1.85M -$490K -6,541 -21%
5 6
7
8 9