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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
ANTB
276
AMG National Trust Bank
Colorado
$1.32M -$79.7K -891 -6%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$1.31M -$894 -10 -0.1%
BOS
278
Bank of Stockton
California
$1.3M -$64.4K -720 -5%
BDWCC
279
B&D White Capital Company
Texas
$1.3M +$1.26M +14,088 New
BWP
280
Balboa Wealth Partners
Arizona
$1.28M +$12.3K +137 +1%
CAM
281
Congress Asset Management
Massachusetts
$1.28M +$709K +7,929 +133%
MWM
282
Meridian Wealth Management
Kentucky
$1.28M +$1.24M +13,884 New
CHA
283
Carmichael Hill & Associates
Maryland
$1.28M -$9.93K -111 -0.8%
FB
284
Fulton Bank
Pennsylvania
$1.27M +$26.8K +300 +2%
YIA
285
YHB Investment Advisors
Connecticut
$1.27M
WT
286
Whittier Trust
California
$1.27M -$15.6K -174 -1%
PAI
287
Pittenger & Anderson Inc
Nebraska
$1.27M
SIA
288
Schechter Investment Advisors
Michigan
$1.25M
SI
289
Stephens Inc
Arkansas
$1.25M -$142K -1,590 -10%
IAN
290
Integrated Advisors Network
Texas
$1.24M +$1.2M +13,471 New
TFA
291
Teamwork Financial Advisors
Texas
$1.23M +$1.19M +13,357 New
WP
292
WealthShield Partners
North Carolina
$1.23M -$14.5K -162 -1%
PCA
293
Pallas Capital Advisors
Massachusetts
$1.21M
MSWM
294
Mowery & Schoenfeld Wealth Management
Illinois
$1.21M
PS
295
Principal Securities
Iowa
$1.19M -$66.7K -746 -5%
HFW
296
Horizon Family Wealth
Illinois
$1.19M +$24.9K +278 +2%
TIAAOA
297
Teachers Insurance & Annuity Association of America
New York
$1.17M +$1.14M +12,740 New
TRCT
298
Tower Research Capital (TRC)
New York
$1.15M +$1.12M +12,508 New
HW
299
Hancock Whitney
Mississippi
$1.15M +$232K +2,592 +26%
NAM
300
NTV Asset Management
West Virginia
$1.14M -$62.6K -700 -5%

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.