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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
MMHP
376
Murphy Middleton Hinkle & Parker
Georgia
$798K +$268 +3 +0%
AEPWM
377
Atlantic Edge Private Wealth Management
Florida
$793K +$10.1K +113 +1%
HSWM
378
Hubbell Strickland Wealth Management
Louisiana
$788K +$984 +11 +0.1%
PPW
379
Parcion Private Wealth
Washington
$780K -$66.2K -740 -8%
HP
380
Hyperion Partners
Pennsylvania
$775K +$51.7K +578 +7%
WF
381
Welch & Forbes
Massachusetts
$774K
SG
382
StoneX Group
New York
$771K +$750K +8,382 New
BPA
383
Beacon Pointe Advisors
California
$770K -$25.2K -282 -3%
CGA
384
Crescent Grove Advisors
Illinois
$764K
CWAG
385
Compton Wealth Advisory Group
Virginia
$759K
RWP
386
RWA Wealth Partners
Massachusetts
$751K +$7.96K +89 +1%
MBT
387
Montecito Bank & Trust
California
$748K -$13.4K -150 -2%
AAG
388
Armstrong Advisory Group
Massachusetts
$741K
OWA
389
Octavia Wealth Advisors
Ohio
$737K +$89 +1 +0%
GCM
390
Gables Capital Management
Florida
$737K
PCMC
391
Private Capital Management (Colorado)
Colorado
$727K -$7.15K -80 -1%
SCM
392
SOL Capital Management
Maryland
$727K -$2.68K -30 -0.4%
PCH
393
PGIM Custom Harvest
New Jersey
$727K +$217K +2,429 +44%
SAM
394
Synergy Asset Management
Washington
$724K +$704K +7,871 New
PWA
395
Peterson Wealth Advisors
Utah
$713K +$31K +347 +5%
AIM
396
Allen Investment Management
New York
$695K
CL
397
Choreo LLC
Illinois
$687K +$1.61K +18 +0.2%
QCM
398
Quantinno Capital Management
New York
$686K -$37.7K -422 -5%
PMG
399
ProVise Management Group
Florida
$685K -$21.7K -243 -3%
CIA
400
Capital Investment Advisors
Georgia
$684K

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.