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iShares S&P Mid-Cap 400 Growth ETF
IJK

735 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 205 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155,100% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1K

455% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 22

35% more funds holding in top 10

Funds holding in top 10: 20 → 27 (+7)

14% more funds holding

Funds holding: 647 → 735 (+88)

11% more capital invested

Capital invested by funds: $5.18B → $5.74B (+$559M)

0.69% more ownership

Funds ownership: 65.93% → 66.62% (+0.69%)

2% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 205

Holders
735
Holders Change
+88
Holders Change %
+13.6%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
205
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.4M
2
SCM
Sandler Capital Management
New York
+$20.3M
3
Bank of America
Bank of America
North Carolina
+$19.6M
4
BF
BOK Financial
Oklahoma
+$17.7M
5
LWAC
Laurel Wealth Advisors (California)
California
+$12.2M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$62.1M
2
Wells Fargo
Wells Fargo
California
-$28M
3
WIA
World Investment Advisors
California
-$27.2M
4
UBS Group
UBS Group
Switzerland
-$18.6M
5
HNB
Huntington National Bank
Ohio
-$6.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$869M -$28M -333,894 -3%
Morgan Stanley
2
Morgan Stanley
New York
$564M +$10.8M +128,392 +2%
Bank of America
3
Bank of America
North Carolina
$295M +$19.6M +234,207 +7%
Goldman Sachs
4
Goldman Sachs
New York
$268M -$4.58M -54,659 -2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$235M +$7.64M +91,076 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$217M +$8.29M +98,874 +4%
UBS Group
7
UBS Group
Switzerland
$161M -$18.6M -222,261 -11%
Financial Engines Advisors
8
Financial Engines Advisors
California
$155M -$1.04M -12,361 -0.7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$132M +$41.4M +493,931 +47%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$114M +$432K +5,152 +0.4%
DADC
11
D.A. Davidson & Co
Montana
$106M +$1.59M +18,955 +2%
LPL Financial
12
LPL Financial
California
$102M +$1.26M +15,016 +1%
RJA
13
Raymond James & Associates
Florida
$95.6M +$1.76M +20,969 +2%
Ameriprise
14
Ameriprise
Minnesota
$82.8M +$2.95M +35,192 +4%
Northern Trust
15
Northern Trust
Illinois
$76.7M +$3.29M +39,285 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$70.9M +$4.33M +51,660 +7%
BF
17
BOK Financial
Oklahoma
$68.7M +$17.7M +210,988 +35%
HighTower Advisors
18
HighTower Advisors
Illinois
$62.8M +$5.23M +62,425 +9%
Truist Financial
19
Truist Financial
North Carolina
$62.6M -$4.62M -55,102 -7%
Osaic Holdings
20
Osaic Holdings
Arizona
$61.2M +$2.54M +30,244 +4%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$59.4M -$109K -1,297 -0.2%
KeyBank National Association
22
KeyBank National Association
Ohio
$57.7M -$484K -5,767 -0.8%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$54.5M +$1.24M +14,787 +2%
MCM
24
MAI Capital Management
Ohio
$54.3M +$1.95M +23,272 +4%
WSFS
25
Wilmington Savings Fund Society
Delaware
$49.2M +$1.2M +14,370 +3%
1
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IJK Hedge Fund Activity: Q4 2021 in Review

735 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2021, worth a combined $5.74B — up 11% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new IJK positions and 22 closed out — a net gain of 100 holders — while 201 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was LBMC Investment Advisors, cutting an estimated $62.1M.

  • 735 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2021, up from 647 in Q3 2021.
  • Funds reported $5.74B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 122 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2021 and 22 closed out, a net change of +100 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $41.4M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2021 was LBMC Investment Advisors, an estimated $62.1M sold.

Based on aggregated 13F filings for Q4 2021.