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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
IA
451
IFG Advisors
Missouri
$541K
USCWA
452
U.S. Capital Wealth Advisors
Texas
$538K -$215K -2,400 -29%
RSWM
453
Robertson Stephens Wealth Management
California
$535K +$96K +1,074 +23%
HH
454
Hilltop Holdings
Texas
$528K
WA
455
Wealthstream Advisors
New York
$528K -$8.05K -90 -2%
HSA
456
HBK Sorce Advisory
Pennsylvania
$525K
AAP
457
Arax Advisory Partners
Colorado
$525K -$1.24M -13,920 -71%
DTC
458
Davidson Trust Company
Washington
$522K +$62.8K +702 +14%
GPA
459
Guerra Pan Advisors
New Jersey
$519K +$79.7K +891 +19%
TFS
460
Thoroughbred Financial Services
Tennessee
$517K +$13.5K +151 +3%
MWM
461
Mission Wealth Management
California
$516K -$38.9K -435 -7%
CFS
462
CRA Financial Services
New Jersey
$514K -$4.47K -50 -0.9%
BFO
463
Biltmore Family Office
North Carolina
$513K +$499K +5,578 New
BFG
464
Bleakley Financial Group
New Jersey
$511K -$6.35K -71 -1%
GWA
465
Geometric Wealth Advisors
District of Columbia
$509K
TCMP
466
Thrive Capital Management (Pennsylvania)
Pennsylvania
$501K -$13.9K -156 -3%
ECM
467
Evergreen Capital Management
Washington
$501K
SDWMA
468
Schneider Downs Wealth Management Advisors
Pennsylvania
$499K
AFTS
469
American Financial & Tax Strategies
New York
$497K
S
470
Sunpointe
Missouri
$496K
6F
471
626 Financial
Michigan
$495K
SAF
472
Smith Anglin Financial
Texas
$494K -$29.1K -325 -6%
D
473
Dentgroup
Louisiana
$494K -$16.7K -187 -3%
HCMT
474
Highland Capital Management (Tennessee)
Tennessee
$492K +$17.9K +200 +4%
MF
475
Meridian Financial
Massachusetts
$486K +$38.9K +435 +9%

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.