iShares S&P Mid-Cap 400 Growth ETF
728 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, 228 reducing their positions, and 42 closing their positions.
175% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $390K
36% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 42
6% more capital invested
Capital invested by funds: $4.93B → $5.23B (+$299M)
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
1% more funds holding
Funds holding: 719 → 728 (+9)
0.02% less ownership
Funds ownership: 67.99% → 67.97% (-0.02%)
7% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 228
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$35.5M |
| 2 |
Cerity Partners
New York
|
+$27.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$20.8M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$19.6M |
| 5 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
-$34M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$30.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$26.4M |
| 4 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$23.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$22.8M |
IJK Hedge Fund Activity: Q2 2023 in Review
728 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2023, worth a combined $5.23B — up 6.1% from $4.93B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IJK positions and 42 closed out — a net gain of 15 holders — while 211 added to existing stakes and 228 trimmed.
The largest buyer was Smith Anglin Financial, adding an estimated $35.5M. The largest seller was Tanglewood Wealth Management, exiting entirely with an estimated $34M sold.
- 728 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2023, up from 719 in Q1 2023.
- Funds reported $5.23B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
- 57 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2023 and 42 closed out, a net change of +15 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2023 was Smith Anglin Financial, an estimated $35.5M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2023 was Tanglewood Wealth Management, an estimated $34M sold.
Based on aggregated 13F filings for Q2 2023.