IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

872 hedge funds and large institutions have $6.88B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 280 increasing their positions, 249 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.61%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
70
Increased
280
Reduced
249
Closed
43
Calls
$460K
Puts
–
Net Calls
+$460K
Net Calls Change
+$231K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$60.6M
2
Bank of America
2
Bank of America
North Carolina
$341M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$95.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$72.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$189M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$157M
3
Wells Fargo
3
Wells Fargo
California
$621M
4
CJH
4
Christopher J. Hasenberg
Wisconsin
$27.1K
5
LPL Financial
5
LPL Financial
California
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
151
Cresset Asset Management
Illinois
$3.93M +$12.8K +139 +0.3%
FFA
152
Farther Finance Advisors
California
$3.86M +$919K +10,002 +31%
NCM
153
Neumann Capital Management
California
$3.81M – – –
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$3.79M +$7.45K +81 +0.2%
MML Investors Services
155
MML Investors Services
Massachusetts
$3.67M +$1.08M +11,696 +41%
9WM
156
9258 Wealth Management
Ohio
$3.63M -$415K -4,512 -10%
TPCW
157
TD Private Client Wealth
New York
$3.59M +$601K +6,533 +20%
TCG
158
Transcendent Capital Group
Oklahoma
$3.52M +$3.47M +37,754 +7,083%
AI
159
Atria Investments
North Carolina
$3.47M +$1.6M +17,425 +86%
WG
160
Watchman Group
Texas
$3.45M +$288K +3,138 +9%
SIA
161
Soltis Investment Advisors
Utah
$3.44M +$406K +4,421 +13%
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$3.42M – – –
RAS
163
RPS Advisory Solutions
Kentucky
$3.41M +$1.22M +13,317 +56%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$3.4M +$229K +2,506 +7%
CA
165
Clearstead Advisors
Ohio
$3.37M -$139K -1,507 -4%
PWP
166
Perfromance Wealth Partners
Illinois
$3.35M -$221K -2,400 -6%
FCI
167
Financial Counselors Inc
Kansas
$3.33M +$20.4K +222 +0.6%
PFG
168
Pacific Financial Group
Washington
$3.28M -$178K -1,936 -5%
TRIA
169
Trail Ridge Investment Advisors
Colorado
$3.27M +$208K +2,275 +7%
SEIA
170
Signature Estate & Investment Advisors
California
$3.26M -$743K -8,085 -19%
CF
171
Centaurus Financial
California
$3.21M +$2.21M +24,075 +223%
DI
172
DDFG Inc
California
$3.17M -$54.5K -593 -2%
FAIM
173
Financial Advocates Investment Management
Washington
$3.14M +$183K +2,062 +6%
FHC
174
First Heartland Consultants
Missouri
$3.08M -$9.08M -98,822 -75%
BAM
175
Belpointe Asset Management
Nevada
$3.07M +$119K +1,292 +4%
5 6
7
8 9