iShares S&P Mid-Cap 400 Growth ETF
733 hedge funds and large institutions have $5.09B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 237 reducing their positions, and 38 closing their positions.
123% more call options, than puts
Call options by funds: $820K | Put options by funds: $368K
47% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 38
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
0.89% more ownership
Funds ownership: 67.97% → 68.86% (+0.89%)
1% more funds holding
Funds holding: 727 → 733 (+6)
3% less capital invested
Capital invested by funds: $5.23B → $5.09B (-$139M)
21% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$17.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.5M |
| 3 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$9.86M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$9.85M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$22.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$15.9M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$13.5M |
| 4 |
JF
JSF Financial
Los Angeles,
California
|
-$13M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.1M |
IJK Hedge Fund Activity: Q3 2023 in Review
733 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2023, worth a combined $5.09B — down 2.7% from $5.23B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IJK positions and 38 closed out — a net gain of 18 holders — while 188 added to existing stakes and 237 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $17.1M. The largest seller was World Investment Advisors, cutting an estimated $22.7M.
- 733 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2023, up from 727 in Q2 2023.
- Funds reported $5.09B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2023, down 2.7% quarter-over-quarter.
- 56 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2023 and 38 closed out, a net change of +18 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2023 was CAPTRUST Financial Advisors, an estimated $17.1M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2023 was World Investment Advisors, an estimated $22.7M sold.
Based on aggregated 13F filings for Q3 2023.