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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
FC
401
Fairscale Capital
New Hampshire
$683K -$7.6K -85 -1%
SIM
402
Stratos Investment Management
Ohio
$679K +$149K +1,663 +29%
KFI
403
Key Financial Inc
Pennsylvania
$676K -$24.5K -274 -4%
OPWM
404
Oxinas Partners Wealth Management
Indiana
$675K -$92.5K -1,034 -12%
AC
405
AWM Capital
Arizona
$664K
STA
406
Summit Trail Advisors
New York
$663K
PMG
407
Private Management Group
California
$659K
WTC
408
WhitTier Trust Company
Nevada
$659K -$6.26K -70 -1%
AWA
409
Arkadios Wealth Advisors
Georgia
$655K -$37.3K -417 -6%
PP
410
Prosperity Planning
Missouri
$651K -$9.66K -108 -2%
WP
411
WMS Partners
Maryland
$649K
CWM
412
Cahaba Wealth Management
Georgia
$647K -$9.93K -111 -2%
SC
413
SouthState Corp
Florida
$647K
HIA
414
Harbor Investment Advisory
Maryland
$646K
CG
415
Corundum Group
Colorado
$644K
BB
416
Busey Bank
Illinois
$639K -$5.19K -58 -0.8%
JIC
417
Johnson Investment Counsel
Ohio
$639K -$894 -10 -0.1%
TF
418
Tudor Financial
Ohio
$638K +$620K +6,935 New
EAM
419
Everstar Asset Management
North Carolina
$633K +$615K +6,882 New
UCB
420
United Community Bank
South Carolina
$631K
MAWCM
421
Mine & Arao Wealth Creation & Management
California
$629K +$5.19K +58 +0.9%
AF
422
Alerus Financial
North Dakota
$624K
GEA
423
Glen Eagle Advisors
New Jersey
$620K +$16.3K +182 +3%
WTB
424
Washington Trust Bank
Washington
$620K +$52.5K +587 +10%
PCMC
425
Planning Capital Management Corporation
Pennsylvania
$619K -$116K -1,292 -16%

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.