IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Overview Fund Activity

716 hedge funds and large institutions have $4.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 211 increasing their positions, 228 reducing their positions, and 36 closing their positions.

Holders
716
Holders Change
+23
Holders Change %
+3.32%
% of All Funds
11.46%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
77
Increased
211
Reduced
228
Closed
36
Calls
$136K
Puts
$243K
Net Calls
-$107K
Net Calls Change
-$285K

Top Buyers

1
MMEA
1
Main Management ETF Advisors
California
$164M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$105M
3
WIA
3
World Investment Advisors
California
$24.4M
4
SC
4
Savant Capital
Illinois
$21.3M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$11.8M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$30.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$255M
4
Wells Fargo
4
Wells Fargo
California
$614M
5
CCWM
5
Cassaday & Co Wealth Management
Virginia
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$614M 8,581,130 -293,652 -3%
Morgan Stanley
2
Morgan Stanley
New York
$478M 6,681,447 -103,989 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$257M 3,591,571 -16,864 -0.5%
Bank of America
4
Bank of America
North Carolina
$255M 3,572,155 -299,077 -8%
Goldman Sachs
5
Goldman Sachs
New York
$224M 3,136,414 +18,532 +0.6%
MMEA
6
Main Management ETF Advisors
California
$164M 2,289,000 +773,885 +51%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$146M 2,035,672 -73,492 -3%
UBS Group
8
UBS Group
Switzerland
$132M 1,847,748 +7,268 +0.4%
Financial Engines Advisors
9
Financial Engines Advisors
California
$123M 1,719,167 -33,309 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$109M 1,530,421 -66,463 -4%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$105M 1,474,124 +334,197 +29%
Ameriprise
12
Ameriprise
Minnesota
$89.9M 1,262,037 +156,705 +14%
RJA
13
Raymond James & Associates
Florida
$76M 1,062,841 -160,156 -13%
WSFS
14
Wilmington Savings Fund Society
Delaware
$70.6M 986,746 +7,894 +0.8%
DADC
15
D.A. Davidson & Co
Montana
$67.6M 944,646 +25,644 +3%
LPL Financial
16
LPL Financial
California
$63.1M 881,870 +48,876 +6%
MM
17
Main Management
California
$58.7M 820,958 +120,968 +17%
Northern Trust
18
Northern Trust
Illinois
$58.3M 814,830 -8,706 -1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$56.5M 790,104 +49,899 +7%
MCM
20
MAI Capital Management
Ohio
$56.2M 785,942 +5,613 +0.7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$49.5M 692,302 -55,239 -7%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$46.3M 647,046 +29,010 +5%
KeyBank National Association
23
KeyBank National Association
Ohio
$45.2M 632,726 -12,495 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$44.9M 627,767 +130,571 +26%
Truist Financial
25
Truist Financial
North Carolina
$43.2M 603,613 -47,796 -7%
1
2 3 4 5