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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
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$60.6M +$56.2M +628,599 +2,033%
WJA
27
Willis Johnson & Associates
Texas
$58.1M +$1.36M +15,192 +2%
KeyBank National Association
28
KeyBank National Association
Ohio
$55.4M -$545K -6,096 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$52.4M -$8.36M -93,500 -14%
HighTower Advisors
30
HighTower Advisors
Illinois
$48.9M +$2.47M +27,590 +5%
Lido Advisors
31
Lido Advisors
California
$48.3M +$2.9M +32,479 +7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$48.3M -$4.75M -53,172 -9%
Cerity Partners
33
Cerity Partners
New York
$45.5M +$3.64M +40,698 +9%
WSFS
34
Wilmington Savings Fund Society
Delaware
$45M -$3.26M -36,467 -7%
BF
35
BOK Financial
Oklahoma
$44.9M +$987K +11,039 +2%
JIC
36
Joel Isaacson & Co
New York
$44.6M +$318K +3,555 +0.7%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$44.3M -$3.09M -34,590 -7%
Truist Financial
38
Truist Financial
North Carolina
$43M -$1.52M -16,983 -4%
RFC
39
Regions Financial Corp
Alabama
$40.7M -$294K -3,291 -0.7%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$35.2M +$1.83M +20,418 +6%
Mariner
41
Mariner
Kansas
$30.2M +$65.2K +729 +0.2%
AG
42
AlTi Global
New York
$25.6M -$840K -9,392 -3%
SC
43
Savant Capital
Illinois
$25.2M -$241K -2,700 -1%
SPIA
44
Steward Partners Investment Advisory
New York
$24.8M +$20.7K +231 +0.1%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$24.5M -$123K -1,374 -0.5%
Osaic Holdings
46
Osaic Holdings
Arizona
$24.5M -$8.94M -99,935 -27%
Stifel Financial
47
Stifel Financial
Missouri
$24M +$2.53M +28,313 +12%
CC
48
Courier Capital
New York
$23.7M +$1.49M +16,668 +7%
PRS
49
Pinkerton Retirement Specialists
Idaho
$23M -$12.5M -140,320 -36%
IWA
50
Inspirion Wealth Advisors
Illinois
$22.4M +$1.38M +15,484 +7%

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.