iShares S&P Mid-Cap 400 Growth ETF (IJK) Institutional Ownership

$90.01
+0.51 (+0.57%)
(As of 12:23 PM ET)

Institutional Ownership Changes (13F Filings) for iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Number of
Institutional Buyers
(last 12 months)
377
Total
Institutional Inflows
(last 12 months)
$770.59M
Number of
Institutional Sellers
(last 12 months)
297
Total
Institutional Outflows
(last 12 months)
$363.00M
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IJK Institutional Buying and Selling by Quarter

iShares S&P Mid-Cap 400 Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Mattern Wealth Management LLC5,988$546K0.1%+2.6%0.006%
5/14/2024 Tiemann Investment Advisors LLC20,696$1.89M0.8%-1.1%0.019%
5/13/2024 Bessemer Group Inc.20,890$1.91M0.0%-31.0%0.019%
5/13/2024 Ameritas Investment Partners Inc.14,233$1.30M0.0%-0.8%0.013%
5/11/2024 Catalytic Wealth RIA LLC29,244$2.67M0.5%N/A0.027%
5/10/2024 Osaic Holdings Inc.257,331$23.48M0.1%-28.1%0.239%
5/10/2024 Rodgers & Associates LTD67,131$6.13M0.8%-7.0%0.062%
5/10/2024 TIAA Trust National Association12,206$1.11M0.0%+20.9%0.011%
5/10/2024 Broadview Financial Management LLC105,774$9.65M7.0%-1.1%0.098%
5/10/2024 Pinkerton Retirement Specialists LLC4,851$443K0.1%-98.6%0.005%
5/10/2024 Garrison Point Advisors LLC3,000$274K0.2%-4.2%0.003%
5/10/2024 Horizon Family Wealth Inc.13,155$1.20M0.9%N/A0.012%
5/9/2024 ProVise Management Group LLC8,064$736K0.1%-76.7%0.008%
5/9/2024 Blair William & Co. IL31,081$2.84M0.0%+0.6%0.029%
5/9/2024 Kingsview Wealth Management LLC17,478$1.60M0.0%+4.3%0.016%
5/9/2024 Condor Capital Management2,996$273K0.0%-78.3%0.003%
5/9/2024 Eagle Bay Advisors LLC3,133$286K0.2%+10.8%0.003%
5/9/2024 Dearborn Partners LLC10,471$955K0.0%-3.2%0.010%
5/8/2024 Foundation Wealth Management LLC19,994$1.83M1.5%-6.4%0.019%
5/8/2024 MAI Capital Management767,297$70.02M0.7%+1.3%0.715%
5/8/2024 Neumann Capital Management LLC42,340$3.86M1.4%-1.1%0.039%
5/8/2024 Avantax Advisory Services Inc.54,770$5.00M0.0%-0.7%0.051%
5/8/2024 US Bancorp DE149,207$13.62M0.0%+19.4%0.139%
5/8/2024 QRG Capital Management Inc.2,842$259K0.0%-33.9%0.003%
5/8/2024 Thoroughbred Financial Services LLC4,688$427K0.0%+18.4%0.004%
5/7/2024 Concurrent Investment Advisors LLC16,733$1.53M0.1%-88.4%0.016%
5/7/2024 Montag A & Associates Inc.3,348$306K0.0%+31.8%0.003%
5/7/2024 Allegheny Financial Group LTD17,125$1.56M0.5%-1.7%0.016%
5/7/2024 NTV Asset Management LLC15,120$1.38M0.2%-10.2%0.014%
5/7/2024 Highland Capital Management LLC5,154$470K0.0%+5.6%0.005%
5/7/2024 Oppenheimer & Co. Inc.28,628$2.61M0.0%+1.4%0.027%
5/7/2024 Wealthspire Advisors LLC17,448$1.59M0.0%-1.0%0.016%
5/6/2024 Envestnet Portfolio Solutions Inc.54,654$4.99M0.0%-36.5%0.051%
5/6/2024 TFG Advisers LLC2,368$216K0.1%N/A0.002%
5/4/2024 9258 Wealth Management LLC44,925$4.10M0.6%-2.6%0.042%
5/3/2024 STAR Financial Bank21,146$1.93M1.6%+1.1%0.020%
5/3/2024 Rehmann Capital Advisory Group20,703$1.89M0.1%-6.9%0.019%
5/3/2024 Etfidea LLC117,087$10.68M3.6%+0.2%0.109%
5/3/2024 Liberty Wealth Management LLC2,281$208K0.0%-16.6%0.002%
5/2/2024 Salomon & Ludwin LLC308,209$28.12M2.4%-1.7%0.287%
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5/2/2024 Financial Counselors Inc.34,360$3.14M0.1%-0.4%0.032%
5/2/2024 Peregrine Asset Advisers Inc.18,837$1.72M0.7%-1.4%0.018%
5/2/2024 Centerpoint Advisors LLC75,450$6.89M2.6%-2.9%0.070%
5/2/2024 Graypoint LLC11,311$1.03M0.1%-17.7%0.011%
5/2/2024 Quent Capital LLC860$78K0.0%N/A0.001%
5/2/2024 GSB Wealth Management LLC14,098$1.29M0.4%-38.3%0.013%
5/2/2024 Bryn Mawr Capital Management LLC81,312$7.42M0.4%-2.4%0.076%
5/2/2024 Goelzer Investment Management Inc.79,246$7.23M0.4%-1.7%0.074%
5/2/2024 CNB Bank2,737$250K0.1%+10.1%0.003%
5/2/2024 Family Firm Inc.14,421$1.32M0.3%-2.4%0.013%
5/2/2024 Darrow Company Inc.21,650$1.98M1.3%-19.2%0.020%
5/2/2024 Hanlon Investment Management Inc.6,940$633K0.2%-5.3%0.006%
5/1/2024 GLOBALT Investments LLC GA2,853$260K0.0%-10.6%0.003%
5/1/2024 Smith Shellnut Wilson LLC ADV33,972$3.10M1.6%-3.1%0.032%
5/1/2024 1834 Investment Advisors Co.241,242$22.01M2.6%-13.2%0.225%
5/1/2024 CWS Financial Advisors LLC2,263$206K0.1%N/A0.002%
5/1/2024 Concourse Financial Group Securities Inc.3,198$292K0.0%-5.2%0.003%
5/1/2024 BOK Financial Private Wealth Inc.866$79K0.0%+35.5%0.001%
5/1/2024 Mission Wealth Management LP6,317$576K0.0%+14.4%0.006%
4/30/2024 Private Advisor Group LLC90,169$8.23M0.1%-1.6%0.084%
4/30/2024 J.W. Cole Advisors Inc.18,533$1.69M0.1%+41.3%0.017%
4/30/2024 Hartline Investment Corp3,475$317K0.1%N/A0.003%
4/30/2024 Fortis Group Advisors LLC500$46K0.0%-50.0%0.000%
4/30/2024 HB Wealth Management LLC57,702$5.27M0.1%+5.4%0.054%
4/30/2024 SpiderRock Advisors LLC2,472$217K0.0%N/A0.002%
4/30/2024 Vance Wealth Inc.28,383$2.59M1.0%-4.4%0.026%
4/30/2024 Joel Isaacson & Co. LLC479,510$43.76M2.4%+2.0%0.447%
4/30/2024 Perigon Wealth Management LLC11,472$1.05M0.0%+1.4%0.011%
4/30/2024 Mayflower Financial Advisors LLC4,050$370K0.0%+11.8%0.004%
4/30/2024 Hazlett Burt & Watson Inc.4,622$422K0.3%+7.6%0.004%
4/29/2024Commonwealth Equity Services LLC733,318$66.92M0.1%-11.9%0.683%
4/29/2024 Greenleaf Trust87,450$7.98M0.1%-5.7%0.082%
4/26/2024 UMB Bank n.a.41,815$3.82M0.1%-2.5%0.039%
4/26/2024 Advisors Management Group Inc. ADV2,672$244K0.1%-20.7%0.002%
4/26/2024 Highview Capital Management LLC DE 3,384$309K0.1%+11.5%0.003%
4/26/2024 JNBA Financial Advisors78,320$7.15M0.8%-3.4%0.073%
4/26/2024 YHB Investment Advisors Inc.13,837$1.26M0.1%-8.4%0.013%
4/26/2024 Clear Creek Financial Management LLC121,362$11.07M1.4%-27.2%0.113%
4/26/2024 First Personal Financial Services81,470$7.43M1.7%-2.4%0.076%
4/26/2024 MONECO Advisors LLC17,215$1.57M0.3%+10.7%0.016%
4/26/2024 TI Trust Inc.5,854$534K0.4%N/A0.005%
4/26/2024 Tritonpoint Wealth LLC50,841$4.64M0.5%+4.3%0.047%
4/26/2024 Meridian Wealth Management LLC13,847$1.26M0.2%-7.4%0.013%
4/25/2024 Bridges Investment Management Inc.5,536$505K0.0%+9.9%0.005%
4/25/2024 Oldfather Financial Services LLC71,022$6.48M2.7%+2.1%0.066%
4/25/2024 HTLF Bank3,133$286K0.0%-5.4%0.003%
4/25/2024 Argus Investors Counsel Inc.3,200$292K0.2%N/A0.003%
4/25/2024 Christopher J. Hasenberg Inc325,177$29.67M14.6%N/A0.303%
4/25/2024 Intergy Private Wealth LLC2,356$215K0.1%N/A0.002%
4/24/2024 Private Trust Co. NA15,414$1.41M0.2%-3.9%0.014%
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4/24/2024 HMS Capital Management LLC9,271$846K0.5%-21.8%0.009%
4/24/2024 Sightline Wealth Advisors LLC2,328$212K0.1%N/A0.002%
4/24/2024 SOL Capital Management CO8,071$736K0.1%-5.3%0.008%
4/24/2024 Smith Anglin Financial LLC8,074$737K0.1%-28.6%0.008%
4/24/2024 Simplicity Wealth LLC5,634$514K0.0%N/A0.005%
4/24/2024 Spire Wealth Management27,393$2.50M0.1%+1.1%0.026%
4/23/2024 Platte River Wealth Advisors LLC22,971$2.10M0.6%-5.6%0.021%
4/23/2024 Global Retirement Partners LLC40,874$3.73M0.1%+22.1%0.038%
4/23/2024 WASHINGTON TRUST Co680$62K0.0%-37.0%0.001%
4/23/2024 Nations Financial Group Inc. IA ADV10,216$932K0.1%+4.4%0.010%
(Data available from 1/1/2016 forward)

IJK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJK shares?

During the previous two years, 714 institutional investors and hedge funds held shares of iShares S&P Mid-Cap 400 Growth ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($617.82M), Morgan Stanley ($476.01M), Bank of America Corp DE ($264.41M), FMR LLC ($254.06M), UBS Group AG ($164.38M), Main Management ETF Advisors LLC ($163.69M), and PNC Financial Services Group Inc. ($145.91M).Learn more on IJK's institutional investors.

Which institutional investors have been buying iShares S&P Mid-Cap 400 Growth ETF stock?

Of the 573 institutional investors that purchased iShares S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($12.41M), Captrust Financial Advisors ($1.35M), International Assets Investment Management LLC ($1.25M), Main Management ETF Advisors LLC ($1.24M), FMR LLC ($1.12M), USA Financial Formulas ($841.89K), and Midland Wealth Advisors LLC ($809.23K).

How much institutional buying is happening at iShares S&P Mid-Cap 400 Growth ETF?

Institutional investors have bought a total of 33,844,352 shares in the last 24 months. This purchase volume represents approximately $2.40B in transactions.

Which iShares S&P Mid-Cap 400 Growth ETF major shareholders have been selling company stock?

Of the 434 institutional investors that sold iShares S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($5.01M), Envestnet Asset Management Inc. ($1.14M), Wells Fargo & Company MN ($1.02M), Tiedemann Advisors LLC ($708.55K), Smith Anglin Financial LLC ($538.27K), SRS Capital Advisors Inc. ($529.92K), and Commonwealth Equity Services LLC ($445.11K).

How much institutional selling is happening at iShares S&P Mid-Cap 400 Growth ETF?

Institutional investors have sold a total of 16,051,681 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


This page (NYSEARCA:IJK) was last updated on 5/14/2024 by MarketBeat.com Staff

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