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 %
FMII
176
Farmers & Merchants Investments Inc
Nebraska
$1.84M -$4.43K -59 -0.2%
PRWA
177
Platte River Wealth Advisors
Colorado
$1.83M – – –
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$1.82M -$19.9K -265 -1%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$1.76M -$43.4K -579 -2%
OC
180
Oppenheimer & Co
New York
$1.76M +$61.4K +819 +4%
OCM
181
One Capital Management
California
$1.76M +$232K +3,090 +15%
FAIM
182
Financial Advocates Investment Management
Washington
$1.76M -$1.16M -15,476 -40%
First Trust Advisors
183
First Trust Advisors
Illinois
$1.76M +$8.25K +110 +0.5%
MWM
184
Meridian Wealth Management
Kentucky
$1.75M -$1.46M -19,414 -45%
SFB
185
STAR Financial Bank
Indiana
$1.73M – – –
WWM
186
Windsor Wealth Management
Indiana
$1.72M -$13.9K -186 -0.8%
DIP
187
Davis Investment Partners
North Carolina
$1.71M – – –
CA
188
Clearstead Advisors
Ohio
$1.68M +$58.3K +777 +4%
AA
189
Alesco Advisors
New York
$1.68M – – –
FWMM
190
Foundation Wealth Management (Missouri)
Missouri
$1.68M +$102K +1,354 +6%
PA
191
PFG Advisors
Arizona
$1.67M +$119K +1,593 +8%
FWTB
192
First Western Trust Bank
Colorado
$1.66M -$278K -3,704 -14%
CC
193
Codex Capital
New York
$1.65M +$844K +11,250 +104%
GWM
194
GSB Wealth Management
Connecticut
$1.61M +$508K +6,767 +46%
GJIA
195
Glass Jacobson Investment Advisors
Maryland
$1.59M +$1.59M +21,168 New
AFC
196
AFT Forsyth & Company
Florida
$1.58M -$68.5K -913 -4%
AB
197
Atlas Brown
Kentucky
$1.57M -$1.95K -26 -0.1%
EWA
198
ERTS Wealth Advisors
Michigan
$1.56M -$7.2K -96 -0.5%
WFA
199
Wellspring Financial Advisors
Ohio
$1.54M -$546K -7,283 -26%
YIA
200
YHB Investment Advisors
Connecticut
$1.53M – – –
6 7
8
9 10