IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

498 hedge funds and large institutions have $4.75B invested in iShares S&P Mid-Cap 400 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 162 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
11.4%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.48%
New
43
Increased
165
Reduced
162
Closed
33
Calls
$2.1M
Puts
$1.96M
Net Calls
+$139K
Net Calls Change
-$2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M
2
Truist Financial
Truist Financial
North Carolina
+$20.3M
3
CA
Centerpoint Advisors
Massachusetts
+$6.59M
4
Ameriprise
Ameriprise
Minnesota
+$6.18M
5
CC
Chanos & Company
New York
+$4.83M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$49.5M
2
SCM
Sandler Capital Management
New York
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.7M
5
LPL Financial
LPL Financial
California
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
176
Somerset Group
Minnesota
$1.35M +$69.7K +1,196 +5%
CW
177
Cobiz Wealth
Colorado
$1.32M -$87.8K -1,508 -6%
TW
178
Transform Wealth
Colorado
$1.31M +$83.2K +1,428 +7%
MCTIC
179
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.28M -$1.23M – –
CB
180
Commerce Bank
Missouri
$1.28M +$165K +2,828 +15%
SAMC
181
Spectrum Asset Management (California)
California
$1.23M -$2.33K -40 -0.2%
DP
182
Dearborn Partners
Illinois
$1.22M -$69.9K -1,200 -5%
CA
183
Clearstead Advisors
Ohio
$1.22M +$699 +12 +0.1%
CAS
184
Cue Advisory Services
Arizona
$1.14M -$156K -2,684 -12%
SBH
185
Segall Bryant & Hamill
Illinois
$1.12M – – –
TIA
186
Tiemann Investment Advisors
California
$1.12M +$1.86K +32 +0.2%
GWM
187
Geneos Wealth Management
Colorado
$1.12M +$24K +412 +2%
MBT
188
Montecito Bank & Trust
California
$1.07M +$201K +3,452 +23%
HCIA
189
Hochman Cole Investment Advisors
Illinois
$1.06M – – –
BHWM
190
Bar Harbor Wealth Management
New Hampshire
$1.05M -$6.52K -112 -0.6%
SG
191
StoneX Group
New York
$1.05M +$146K +2,508 +16%
Renaissance Technologies
192
Renaissance Technologies
New York
$1.05M +$186K +3,200 +22%
VDFA
193
Vickerman & Driscoll Financial Advisors
Washington
$1.05M -$7.69K -132 -0.7%
CFA
194
Carroll Financial Associates
North Carolina
$1.04M +$45.9K +788 +5%
MIH
195
Meitav Investment House
Israel
$1.02M -$256K -4,400 -20%
WBC
196
West Branch Capital
Massachusetts
$989K -$104K -1,780 -9%
CBN
197
Cadence Bank NA
Texas
$986K -$4.89K -84 -0.5%
OC
198
Oppenheimer & Co
New York
$984K -$2.33K -40 -0.2%
PCG
199
Private Capital Group
Connecticut
$981K +$75.2K +1,288 +8%
PWAP
200
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$970K -$27.9K -480 -3%
6 7
8
9 10