iShares S&P Mid-Cap 400 Growth ETF
650 hedge funds and large institutions have $5.05B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 247 reducing their positions, and 64 closing their positions.
1% more capital invested
Capital invested by funds: $5.02B → $5.05B (+$36.8M)
0.49% less ownership
Funds ownership: 63.49% → 63% (-0.49%)
3% less funds holding
Funds holding: 670 → 650 (-20)
19% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 64
32% less funds holding in top 10
Funds holding in top 10: 31 → 21 (-10)
40% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 247
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$27.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.85M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$9.76M |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$6.81M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$51.2M |
| 2 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$27.8M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$22.8M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$22.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$19.3M |
IJK Hedge Fund Activity: Q1 2021 in Review
650 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2021, worth a combined $5.05B — up 0.73% from $5.02B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of IJK and 52 opened new positions — a net loss of 12 holders — while 247 trimmed existing stakes and 148 added.
The largest buyer was World Investment Advisors, adding an estimated $27.1M. The largest seller was Wells Fargo, cutting an estimated $51.2M.
- 650 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2021, down from 670 in Q4 2020.
- Funds reported $5.05B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2021, up 0.73% quarter-over-quarter.
- 52 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2021 and 64 closed out, a net change of -12 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2021 was World Investment Advisors, an estimated $27.1M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2021 was Wells Fargo, an estimated $51.2M sold.
Based on aggregated 13F filings for Q1 2021.