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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
TCBWMS
351
Texas Capital Bank Wealth Management Services
Texas
$899K +$875K +9,780 New
BCG
352
Breakwater Capital Group
New Jersey
$896K -$63.5K -710 -7%
FIA
353
Foundations Investment Advisors
Arizona
$894K +$660K +7,382 +315%
AWM
354
Avior Wealth Management
Nebraska
$884K +$98.2K +1,098 +13%
VVP
355
Venture Visionary Partners
Ohio
$881K +$89 +1 +0%
GL
356
Graypoint LLC
New York
$871K -$207K -2,318 -20%
CPIG
357
Chicago Partners Investment Group
Illinois
$862K -$715 -8 -0.1%
TSS
358
Two Sigma Securities
New York
$849K +$504K +5,634 +157%
First Trust Advisors
359
First Trust Advisors
Illinois
$846K -$1.03M -11,463 -55%
BOPW
360
Brandywine Oak Private Wealth
Pennsylvania
$840K
SF
361
Synovus Financial
Georgia
$839K +$34.5K +386 +4%
MWM
362
Modera Wealth Management
New Jersey
$838K +$99.8K +1,116 +14%
BlackRock
363
BlackRock
New York
$837K -$78.2K -874 -9%
OC
364
Oakworth Capital
Alabama
$836K +$97.6K +1,092 +14%
GAM
365
Griffin Asset Management
New York
$836K +$18.5K +207 +2%
FA
366
Financial Alternatives
California
$835K
TI
367
Truepoint Inc
Ohio
$830K +$1.97K +22 +0.2%
OWA
368
Outlook Wealth Advisors
Texas
$817K
SAG
369
SageView Advisory Group
California
$815K -$52.5K -587 -6%
TTWM
370
TCV Trust & Wealth Management
Virginia
$811K -$10.3K -115 -1%
KFP
371
KMG Fiduciary Partners
Ohio
$808K
HCM
372
HMS Capital Management
Tennessee
$801K
BIM
373
Bridges Investment Management
Nebraska
$801K -$428K -4,787 -35%
RSA
374
River Street Advisors
Illinois
$800K +$116K +1,295 +17%
MAM
375
MMA Asset Management
Pennsylvania
$799K +$510K +5,704 +124%

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.