We are live on ! Find out more
IJK icon

iShares S&P Mid-Cap 400 Growth ETF

877 hedge funds and large institutions have $6.88B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 280 increasing their positions, 250 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 44

12% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 250

2% more funds holding

Funds holding: 858877 (+19)

2% more capital invested

Capital invested by funds: $6.78B → $6.88B (+$105M)

0.55% more ownership

Funds ownership: 71.22%71.78% (+0.55%)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
877
Holders Change
+19
Holders Change %
+2.21%
% of All Funds
12.59%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
70
Increased
280
Reduced
250
Closed
44
Calls
$460K
Puts
Net Calls
+$460K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
226
Park Place Capital
Alabama
$2.02M -$6.71K -75 -0.3%
PA
227
PFG Advisors
Arizona
$1.95M -$47.7K -533 -2%
AFC
228
AFT Forsyth & Company
Florida
$1.94M +$626 +7 +0%
Bessemer Group
229
Bessemer Group
New Jersey
$1.92M
DIP
230
Davis Investment Partners
North Carolina
$1.89M
WANY
231
Wealthspire Advisors (New York)
New York
$1.86M +$277K +3,098 +18%
DC
232
Darrow Company
Massachusetts
$1.85M -$133K -1,485 -7%
AFG
233
Allegheny Financial Group
Pennsylvania
$1.84M +$48K +537 +3%
RDFA
234
Ritter Daniher Financial Advisory
Ohio
$1.83M +$97.9K +1,095 +6%
TIA
235
Tiemann Investment Advisors
California
$1.82M -$58.4K -653 -3%
SG
236
Somerset Group
Minnesota
$1.81M -$20.2K -226 -1%
DIA
237
Dana Investment Advisors
Wisconsin
$1.8M +$332K +3,715 +23%
FWMM
238
Foundation Wealth Management (Missouri)
Missouri
$1.78M -$24K -268 -1%
OA
239
Operose Advisors
Wisconsin
$1.78M +$266K +2,980 +18%
CWM
240
C2C Wealth Management
Arizona
$1.78M +$18.3K +205 +1%
RCAG
241
Rehmann Capital Advisory Group
Michigan
$1.78M -$78.4K -877 -4%
CAG
242
Crestwood Advisors Group
Massachusetts
$1.75M +$30.2K +338 +2%
AllianceBernstein
243
AllianceBernstein
Tennessee
$1.74M +$606K +6,772 +56%
NPFS
244
Novak & Powell Financial Services
Florida
$1.7M -$3.94K -44 -0.2%
MA
245
MONECO Advisors
Connecticut
$1.68M +$80.4K +899 +5%
PAA
246
Peregrine Asset Advisers
Oregon
$1.66M -$537 -6 -0%
FHA
247
First Horizon Advisors
Tennessee
$1.66M -$1.52K -17 -0.1%
RB
248
Renasant Bank
Mississippi
$1.66M -$894 -10 -0.1%
EWA
249
ERTS Wealth Advisors
Michigan
$1.61M
UB
250
Umpqua Bank
Oregon
$1.58M +$114K +1,271 +8%

IJK Hedge Fund Activity: Q3 2024 in Review

877 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2024, worth a combined $6.88B — up 1.5% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IJK positions and 44 closed out — a net gain of 26 holders — while 280 added to existing stakes and 250 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $115M. The largest seller was Goldman Sachs, cutting an estimated $124M.

  • 877 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2024, up from 858 in Q2 2024.
  • Funds reported $6.88B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 70 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2024 and 44 closed out, a net change of +26 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $115M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2024 was Goldman Sachs, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2024.