iShares S&P Mid-Cap 400 Growth ETF
718 hedge funds and large institutions have $4.99B 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, 227 reducing their positions, and 37 closing their positions.
108% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 37
3% more funds holding
Funds holding: 697 → 718 (+21)
4% more capital invested
Capital invested by funds: $4.8B → $4.99B (+$188M)
0.42% less ownership
Funds ownership: 68.41% → 67.99% (-0.42%)
7% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 227
15% less funds holding in top 10
Funds holding in top 10: 26 → 22 (-4)
44% less call options, than puts
Call options by funds: $136K | Put options by funds: $243K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$55.3M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$23.9M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$22.2M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$20.5M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$43.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$23.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$21.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$21M |
| 5 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
-$11.6M |
IJK Hedge Fund Activity: Q1 2023 in Review
718 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2023, worth a combined $4.99B — up 3.9% from $4.8B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new IJK positions and 37 closed out — a net gain of 40 holders — while 211 added to existing stakes and 227 trimmed.
The largest buyer was Main Management ETF Advisors, adding an estimated $55.3M. The largest seller was Tiedemann Advisors, cutting an estimated $43.4M.
- 718 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2023, up from 697 in Q4 2022.
- Funds reported $4.99B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2023, up 3.9% quarter-over-quarter.
- 77 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2023 and 37 closed out, a net change of +40 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2023 was Main Management ETF Advisors, an estimated $55.3M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2023 was Tiedemann Advisors, an estimated $43.4M sold.
Based on aggregated 13F filings for Q1 2023.