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iShares S&P Mid-Cap 400 Growth ETF
IJK

858 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 231 increasing their positions, 261 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 52

19% more funds holding in top 10

Funds holding in top 10: 26 → 31 (+5)

3% more funds holding

Funds holding: 835 → 858 (+23)

2% more capital invested

Capital invested by funds: $6.68B → $6.78B (+$103M)

0.51% more ownership

Funds ownership: 70.72% → 71.22% (+0.51%)

11% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 261

Holders
858
Holders Change
+23
Holders Change %
+2.75%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
90
Increased
231
Reduced
261
Closed
52
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
-$46K

Top Buyers

Rank Fund Capital Flow
1
UFF
USA Financial Formulas
Michigan
+$71.4M
2
MWM
Modern Wealth Management
Kansas
+$68M
3
PRS
Pinkerton Retirement Specialists
Idaho
+$34.1M
4
LPL Financial
LPL Financial
California
+$23.3M
5
YCG
Yeomans Consulting Group
Georgia
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$23.3M
2
Wells Fargo
Wells Fargo
California
-$16.5M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
476
Meridian Financial
Massachusetts
$428K +$110K +1,247 +35%
CWC
477
Carolinas Wealth Consulting
North Carolina
$426K +$146K +1,650 +52%
AWA
478
Aaron Wealth Advisors
Illinois
$423K – – –
DWM
479
Diversify Wealth Management
Utah
$422K +$440K +4,976 New
BTWM
480
Brass Tax Wealth Management
Ohio
$421K – – –
WPW
481
Waldron Private Wealth
Pennsylvania
$419K – – –
GPA
482
Guerra Pan Advisors
New Jersey
$419K +$169K +1,909 +67%
Betterment LLC
483
Betterment LLC
New York
$418K -$265 -3 -0.1%
RSWM
484
Robertson Stephens Wealth Management
California
$418K +$13.9K +157 +3%
DA
485
Doliver Advisors
Texas
$417K -$8.84K -100 -2%
PFA
486
Pure Financial Advisors
California
$417K – – –
NCM
487
NCM Capital Management
New Jersey
$417K – – –
SAM
488
Sawgrass Asset Management
Florida
$416K – – –
Fayez Sarofim & Co
489
Fayez Sarofim & Co
Texas
$412K – – –
PAS
490
Park Avenue Securities
New York
$411K +$104K +1,178 +34%
CFG
491
Clayton Financial Group
Missouri
$410K – – –
IA
492
IFG Advisory
Georgia
$410K +$411K +4,649 New
MG
493
Mather Group
Illinois
$409K +$116K +1,311 +41%
OPAM
494
Ocean Park Asset Management
California
$406K +$57.5K +651 +16%
TAM
495
Tocqueville Asset Management
New York
$406K – – –
MAM
496
MMA Asset Management
Pennsylvania
$406K – – –
PA
497
Parallel Advisors
California
$405K +$6.72K +76 +2%
OSNBOA
498
Old Second National Bank of Aurora
Illinois
$398K +$400K +4,520 New
PWA
499
PCG Wealth Advisors
Kansas
$397K +$354 +4 +0.1%
SBIA
500
Sheaff Brock Investment Advisors
Indiana
$396K – – –
18 19
20
21 22

IJK Hedge Fund Activity: Q2 2024 in Review

858 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2024, worth a combined $6.78B — up 1.5% from $6.68B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IJK positions and 52 closed out — a net gain of 38 holders — while 231 added to existing stakes and 261 trimmed.

The largest buyer was USA Financial Formulas, opening a new position worth an estimated $71.4M. The largest seller was World Investment Advisors, cutting an estimated $23.3M.

  • 858 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2024, up from 835 in Q1 2024.
  • Funds reported $6.78B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2024, up 1.5% quarter-over-quarter.
  • 90 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2024 and 52 closed out, a net change of +38 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2024 was USA Financial Formulas, an estimated $71.4M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2024 was World Investment Advisors, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2024.