IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

730 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 187 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
187
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$143M
2
Comerica Bank
Comerica Bank
Texas
$15.7M
3
Ameriprise
Ameriprise
Minnesota
$107M
4
MMEA
Main Management ETF Advisors
California
$186M
5
AWM
Apollon Wealth Management
South Carolina
$10.3M

Top Sellers

1
WIA
World Investment Advisors
California
$3.8M
2
LPL Financial
LPL Financial
California
$69.6M
3
Lido Advisors
Lido Advisors
California
$17.8M
4
JF
JSF Financial
California
$468K
5
Wells Fargo
Wells Fargo
California
$579M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
201
Franklin Resources
California
$1.6M +$181K +2,500 +13%
PA
202
PFG Advisors
Arizona
$1.6M -$11.3K -157 -0.7%
CC
203
Codex Capital
New York
$1.59M – – –
GJIA
204
Glass Jacobson Investment Advisors
Maryland
$1.57M +$37.2K +515 +2%
FWTB
205
First Western Trust Bank
Colorado
$1.55M -$45.7K -632 -3%
Citadel Advisors
206
Citadel Advisors
Florida
$1.54M +$840K +11,634 +120%
AFC
207
AFT Forsyth & Company
Florida
$1.53M – – –
AB
208
Atlas Brown
Kentucky
$1.5M -$7.22K -100 -0.5%
DIP
209
Davis Investment Partners
North Carolina
$1.5M -$58.3K -825 -4%
HW
210
Hancock Whitney
Mississippi
$1.49M -$288K -3,987 -16%
WFA
211
Wellspring Financial Advisors
Ohio
$1.49M – – –
FWMM
212
Foundation Wealth Management (Missouri)
Missouri
$1.49M -$127K -1,757 -8%
RJT
213
Raymond James Trust
Florida
$1.47M +$18.8K +260 +1%
MWM
214
Maltin Wealth Management
New Jersey
$1.46M +$1.08K +15 +0.1%
TIA
215
Tiemann Investment Advisors
California
$1.46M -$10.5K -145 -0.7%
EWA
216
ERTS Wealth Advisors
Michigan
$1.45M -$53.5K -741 -4%
First Trust Advisors
217
First Trust Advisors
Illinois
$1.44M -$254K -3,513 -15%
FHA
218
First Horizon Advisors
Tennessee
$1.43M -$15K -207 -1%
YIA
219
YHB Investment Advisors
Connecticut
$1.42M -$50.6K -700 -3%
BAM
220
Belpointe Asset Management
Nevada
$1.39M +$1.39M +19,183 New
PAA
221
Peregrine Asset Advisers
Oregon
$1.38M +$1.38M +19,104 New
CWM
222
C2C Wealth Management
Arizona
$1.38M -$2.85K -40 -0.2%
RB
223
Renasant Bank
Mississippi
$1.35M -$102K -1,416 -7%
Natixis Advisors
224
Natixis Advisors
Massachusetts
$1.33M +$40.6K +562 +3%
AI
225
Atria Investments
North Carolina
$1.33M +$1.33M +18,380 New
7 8
9
10 11