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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
VC
426
Veracity Capital
Georgia
$606K -$3.22K -36 -0.5%
CCA
427
Cobblestone Capital Advisors
New York
$604K
LPT
428
Legacy Private Trust
Wisconsin
$601K
PAM
429
Palisade Asset Management
Minnesota
$600K
PSF
430
Pacific Sun Financial
California
$598K -$34.2K -383 -6%
FFN
431
Focus Financial Network
Minnesota
$597K
KP
432
Keel Point
Alabama
$584K +$358 +4 +0.1%
MCA
433
MSH Capital Advisors
Arizona
$583K -$35.8K -400 -6%
SJGA
434
Stephen J. Garry & Associates
New York
$582K
SWMP
435
Signature Wealth Management Partners
New Jersey
$579K
LA
436
LexAurum Advisors
Kansas
$576K +$805 +9 +0.1%
CWM
437
Congress Wealth Management
Massachusetts
$575K +$559K +6,253 New
SIC
438
Sigma Investment Counselors
Michigan
$568K +$2.59K +29 +0.5%
HTIM
439
Harbour Trust & Investment Management
Indiana
$565K
WPW
440
Waldron Private Wealth
Pennsylvania
$564K +$123K +1,376 +29%
FNBT
441
FineMark National Bank & Trust
Florida
$563K +$35K +391 +7%
BEI
442
Benjamin Edwards Inc
Missouri
$562K +$546K +6,108 New
IWN
443
Independent Wealth Network
Iowa
$552K -$12.6K -141 -2%
PFG
444
Pinnacle Financial Group
Illinois
$551K +$268 +3 +0.1%
MWM
445
Mattern Wealth Management
Kansas
$550K
BJL
446
Brighton Jones LLC
Washington
$550K -$98.1K -1,097 -15%
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$544K -$39.8K -445 -7%
KBFS
448
Kohmann Bosshard Financial Services
Ohio
$542K
PAS
449
Park Avenue Securities
New York
$541K +$110K +1,227 +26%
PS
450
Planned Solutions
California
$541K

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.