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iShares S&P Mid-Cap 400 Growth ETF
IJK

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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $820K | Put options by funds: $368K

44% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 39

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

0.91% more ownership

Funds ownership: 67.97% → 68.88% (+0.91%)

1% more funds holding

Funds holding: 728 → 733 (+5)

3% less capital invested

Capital invested by funds: $5.23B → $5.09B (-$137M)

21% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 237

Holders
733
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.63%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
56
Increased
188
Reduced
237
Closed
39
Calls
$820K
Puts
$368K
Net Calls
+$452K
Net Calls Change
-$231K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$17.1M
2
Comerica Bank
Comerica Bank
Texas
+$16.4M
3
Ameriprise
Ameriprise
Minnesota
+$14.5M
4
MMEA
Main Management ETF Advisors
California
+$9.86M
5
AWM
Apollon Wealth Management
South Carolina
+$9.85M

Top Sellers

1
WIA
World Investment Advisors
California
-$22.7M
2
LPL Financial
LPL Financial
California
-$15.9M
3
Lido Advisors
Lido Advisors
California
-$13.5M
4
JF
JSF Financial
California
-$13M
5
Wells Fargo
Wells Fargo
California
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$579M -$11.1M -147,052 -2%
Morgan Stanley
2
Morgan Stanley
New York
$476M -$838K -11,119 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$254M +$9.42M +124,930 +4%
Bank of America
4
Bank of America
North Carolina
$235M +$3.39M +44,913 +1%
Goldman Sachs
5
Goldman Sachs
New York
$225M +$227K +3,011 +0.1%
MMEA
6
Main Management ETF Advisors
California
$186M +$9.86M +130,800 +5%
UBS Group
7
UBS Group
Switzerland
$146M +$2.82M +37,374 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$146M -$334K -4,426 -0.2%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$143M +$17.1M +226,702 +13%
Financial Engines Advisors
10
Financial Engines Advisors
California
$120M -$3.18M -42,230 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$115M -$2.03M -26,858 -2%
Ameriprise
12
Ameriprise
Minnesota
$107M +$14.5M +192,119 +15%
RJA
13
Raymond James & Associates
Florida
$71.6M +$38.8K +515 +0.1%
DADC
14
D.A. Davidson & Co
Montana
$71.1M +$835K +11,072 +1%
LPL Financial
15
LPL Financial
California
$69.6M -$15.9M -210,622 -18%
MM
16
Main Management
California
$60.3M +$86.3K +1,145 +0.1%
Northern Trust
17
Northern Trust
Illinois
$58.3M +$386K +5,117 +0.6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$57.4M +$45.5K +604 +0.1%
MCM
19
MAI Capital Management
Ohio
$56.1M -$406K -5,380 -0.7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$51.7M -$370K -4,905 -0.7%
WSFS
21
Wilmington Savings Fund Society
Delaware
$45.6M -$2.42M -32,074 -5%
KeyBank National Association
22
KeyBank National Association
Ohio
$45.3M -$206K -2,736 -0.4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$45.2M -$1.09M -14,390 -2%
WJA
24
Willis Johnson & Associates
Texas
$42.1M +$1.42M +18,844 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$41.7M +$1.01M +13,391 +2%
1
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IJK Hedge Fund Activity: Q3 2023 in Review

733 of the 6,301 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 2.6% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IJK positions and 39 closed out — a net gain of 17 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 728 in Q2 2023.
  • Funds reported $5.09B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
  • 56 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2023 and 39 closed out, a net change of +17 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.