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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
IWM
251
IHT Wealth Management
Illinois
$1.58M +$341K +3,812 +28%
TCOV
252
Trust Company of Vermont
Vermont
$1.58M +$28.6K +320 +2%
PG
253
Patten Group
Tennessee
$1.58M +$107K +1,200 +8%
VC
254
Vicus Capital
Pennsylvania
$1.56M +$21.6K +241 +1%
CW
255
CreativeOne Wealth
Kansas
$1.53M +$234K +2,618 +19%
AHC
256
Anderson Hoagland & Co
Missouri
$1.53M
TFF
257
The Family Firm
Maryland
$1.51M +$174K +1,946 +13%
KWM
258
Kingsview Wealth Management
Oregon
$1.5M -$127K -1,423 -8%
TC
259
TAGStone Capital
North Carolina
$1.49M +$5.1K +57 +0.4%
RWA
260
River Wealth Advisors
Pennsylvania
$1.49M +$715 +8 +0%
Thrivent Financial for Lutherans
261
Thrivent Financial for Lutherans
Minnesota
$1.48M -$5.01M -56,045 -78%
KA
262
Kozak & Associates
Colorado
$1.47M -$2.95K -33 -0.2%
SWA
263
Stratos Wealth Advisors
Ohio
$1.46M +$1.1M +12,267 +338%
WMWM
264
Whitaker-Myers Wealth Managers
Ohio
$1.45M +$73.7K +824 +6%
MWA
265
Merkkuri Wealth Advisors
New York
$1.44M +$3.4K +38 +0.2%
SFB
266
STAR Financial Bank
Indiana
$1.41M -$37.5K -419 -3%
VCA
267
Verdence Capital Advisors
Maryland
$1.4M
DWP
268
Daymark Wealth Partners
Ohio
$1.4M -$27.9K -312 -2%
NA
269
NewEdge Advisors
Louisiana
$1.39M +$140K +1,568 +12%
EIP
270
Ellis Investment Partners
Pennsylvania
$1.39M +$1.16K +13 +0.1%
Koshinski Asset Management
271
Koshinski Asset Management
Illinois
$1.34M +$208K +2,325 +19%
LIA
272
LBMC Investment Advisors
Tennessee
$1.33M +$894 +10 +0.1%
OIA
273
OneDigital Investment Advisors
Kansas
$1.33M -$805 -9 -0.1%
GWM
274
GSB Wealth Management
Connecticut
$1.32M -$14.4K -161 -1%
P
275
&Partners
Tennessee
$1.32M +$275K +3,074 +27%

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.