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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
NFG
326
Nations Financial Group
Iowa
$1.01M +$150K +1,677 +18%
DP
327
Dearborn Partners
Illinois
$1.01M -$44.7K -500 -4%
CHC
328
City Holding Co
West Virginia
$997K +$53.7K +600 +6%
CI
329
CX Institutional
Indiana
$993K -$146K -1,636 -13%
CAL
330
Capital Analysts LLC
Pennsylvania
$987K -$19.7K -220 -2%
MIC
331
Meridian Investment Counsel
California
$979K
MAM
332
Milestone Asset Management
Pennsylvania
$973K +$947K +10,586 New
AF
333
Advisornet Financial
Minnesota
$968K -$103K -1,152 -10%
MA
334
Marquette Associates
Illinois
$965K -$205K -2,293 -18%
RBFC
335
Roman Butler Fullerton & Co
Missouri
$960K -$1.35M -15,067 -59%
GFPC
336
Global Financial Private Client
Florida
$948K +$556K +6,219 +152%
FCBT
337
First Citizens Bank & Trust
North Carolina
$947K -$66.5K -744 -7%
HCA
338
Harbour Capital Advisors
Virginia
$939K
AB
339
Atlas Brown
Kentucky
$928K -$319K -3,567 -26%
PIAS
340
PCA Investment Advisory Services
Ohio
$927K +$1.16K +13 +0.1%
Kayne Anderson Rudnick Investment Management
341
Kayne Anderson Rudnick Investment Management
California
$927K -$2.59K -29 -0.3%
HWA
342
Heartwood Wealth Advisors
Virginia
$926K
AAS
343
Ameritas Advisory Services
Nebraska
$924K -$184K -2,062 -17%
BSB
344
Bangor Savings Bank
Maine
$920K -$9.93K -111 -1%
CA
345
Crewe Advisors
Utah
$918K +$1.97K +22 +0.2%
BP
346
Ballentine Partners
Massachusetts
$917K -$769K -8,604 -46%
QCG
347
Quadrant Capital Group
Ohio
$914K
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$909K -$100K -1,122 -10%
PPW
349
Presilium Private Wealth
Pennsylvania
$907K -$25.4K -284 -3%
RA
350
Ruggaard & Associates
Ohio
$902K

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.