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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
PTC
301
Private Trust Company
Ohio
$1.12M -$43.6K -488 -4%
RWM
302
RKL Wealth Management
Pennsylvania
$1.12M -$7.96K -89 -0.7%
BFA
303
Bragg Financial Advisors
North Carolina
$1.12M -$123K -1,375 -10%
CCB
304
Country Club Bank
Missouri
$1.11M -$79.7K -891 -7%
PCIA
305
Prime Capital Investment Advisors
Kansas
$1.11M -$10.1K -113 -0.9%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$1.1M -$40.3K -451 -4%
AFP
307
Alpha Financial Partners
Kentucky
$1.09M +$1.06M +11,821 New
EFG
308
Ehrlich Financial Group
California
$1.09M +$1.06M +11,821 New
Brown Advisory
309
Brown Advisory
Maryland
$1.08M -$36.8K -411 -3%
LWANC
310
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08M +$89 +1 +0%
FA
311
Fiduciary Alliance
South Carolina
$1.07M +$45.7K +511 +5%
Vanguard Group
312
Vanguard Group
Pennsylvania
$1.07M +$24.2K +271 +2%
AWM
313
Aprio Wealth Management
Georgia
$1.06M +$447 +5 +0%
MC
314
Moors & Cabot
Massachusetts
$1.05M +$82.6K +924 +9%
CB
315
Cadence Bank
Mississippi
$1.05M +$1.02M +11,390 New
SF
316
Summit Financial
New Jersey
$1.04M
SFG
317
Sather Financial Group
Texas
$1.04M
FRA
318
Front Row Advisors
California
$1.04M -$83K -928 -8%
FPAS
319
Focus Partners Advisor Solutions
Missouri
$1.04M +$175K +1,954 +21%
MWM
320
Marietta Wealth Management
Georgia
$1.03M
PWM
321
Perigon Wealth Management
California
$1.03M
AL
322
ACAS LLC
California
$1.03M +$10.6K +118 +1%
MIA
323
MainStreet Investment Advisors
Illinois
$1.03M -$894 -10 -0.1%
AIP
324
Ameritas Investment Partners
Nebraska
$1.03M -$270K -3,020 -21%
PFPT
325
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.02M +$179K +2,000 +22%

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.