iShares S&P Mid-Cap 400 Growth ETF
697 hedge funds and large institutions have $4.8B invested in iShares S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 201 increasing their positions, 224 reducing their positions, and 34 closing their positions.
185% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 34
163% more call options, than puts
Call options by funds: $287K | Put options by funds: $109K
24% more funds holding in top 10
Funds holding in top 10: 21 → 26 (+5)
18% more capital invested
Capital invested by funds: $4.08B → $4.8B (+$720M)
8% more funds holding
Funds holding: 643 → 697 (+54)
0.86% less ownership
Funds ownership: 69.27% → 68.41% (-0.86%)
10% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 224
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
+$46.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$42.3M |
| 4 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$31.8M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$22.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$21.8M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$6.27M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.85M |
IJK Hedge Fund Activity: Q4 2022 in Review
697 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2022, worth a combined $4.8B — up 18% from $4.08B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new IJK positions and 34 closed out — a net gain of 63 holders — while 201 added to existing stakes and 224 trimmed.
The largest buyer was Tiedemann Advisors, adding an estimated $46.8M. The largest seller was World Investment Advisors, cutting an estimated $22.5M.
- 697 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2022, up from 643 in Q3 2022.
- Funds reported $4.8B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 97 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2022 and 34 closed out, a net change of +63 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2022 was Tiedemann Advisors, an estimated $46.8M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2022 was World Investment Advisors, an estimated $22.5M sold.
Based on aggregated 13F filings for Q4 2022.