IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

852 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 261 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+20
Holders Change %
+2.4%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
87
Increased
230
Reduced
261
Closed
52
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
-$46K

Top Buyers

1
UFF
USA Financial Formulas
Michigan
$71.2M
2
MWM
Modern Wealth Management
Kansas
$67.8M
3
PRS
Pinkerton Retirement Specialists
Idaho
$34.4M
4
LPL Financial
LPL Financial
California
$127M
5
YCG
Yeomans Consulting Group
Georgia
$20.3M

Top Sellers

1
WIA
World Investment Advisors
California
$20.7M
2
Wells Fargo
Wells Fargo
California
$623M
3
DPIM
Duff & Phelps Investment Management
Illinois
$0
4
Bank of America
Bank of America
North Carolina
$296M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
201
Stordahl Capital Management
Colorado
$2.36M -$139K -1,576 -6%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$2.29M +$126K +1,433 +6%
MWM
203
Maltin Wealth Management
New Jersey
$2.24M +$178K +2,015 +9%
RBFC
204
Roman Butler Fullerton & Co
Missouri
$2.23M +$253K +2,880 +13%
UWPG
205
Ullmann Wealth Partners Group
Florida
$2.2M +$176 +2 +0%
Citadel Advisors
206
Citadel Advisors
Florida
$2.19M +$2M +22,729 +1,095%
RJT
207
Raymond James Trust
Florida
$2.17M +$48.2K +547 +2%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$2.11M +$145K +1,649 +7%
SWP
209
Stratos Wealth Partners
Ohio
$2.1M -$352 -4 -0%
RAS
210
RPS Advisory Solutions
Kentucky
$2.1M +$2.1M +23,791 New
Franklin Resources
211
Franklin Resources
California
$2.06M +$141K +1,599 +7%
GT
212
Glenmede Trust
Pennsylvania
$2.05M +$485K +5,501 +31%
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$2.02M -$32.1K -364 -2%
EDRIA
214
Edmonds Duncan Registered Investment Advisors
Kansas
$2.01M -$358K -4,059 -15%
PRWA
215
Platte River Wealth Advisors
Colorado
$1.98M -$39.5K -448 -2%
GJIA
216
Glass Jacobson Investment Advisors
Maryland
$1.98M +$151K +1,714 +8%
CCAM
217
Codex Capital Asset Management
Texas
$1.98M +$1.98M +22,050 New
AA
218
Alesco Advisors
New York
$1.97M – – –
CTC
219
Corundum Trust Company
South Dakota
$1.95M +$1.95M +22,184 New
PPC
220
Park Place Capital
Alabama
$1.94M -$155K -1,754 -7%
HIS
221
Harvest Investment Services
Illinois
$1.92M +$1.71M +19,379 +795%
PA
222
PFG Advisors
Arizona
$1.92M +$9.16K +104 +0.5%
DC
223
Darrow Company
Massachusetts
$1.91M -$176 -2 -0%
MCC
224
Money Concepts Capital
Florida
$1.88M +$1.88M +21,347 New
DIP
225
Davis Investment Partners
North Carolina
$1.88M -$19.1K -210 -1%
7 8
9
10 11