We are live on ! Find out more
IJK icon

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
Fayez Sarofim & Co
501
Fayez Sarofim & Co
Texas
$430K
MWP
502
Moller Wealth Partners
$429K +$27.8K +311 +7%
OPAM
503
Ocean Park Asset Management
California
$424K
PA
504
Parallel Advisors
California
$423K -$89 -1 -0%
NCM
505
NCM Capital Management
New Jersey
$421K -$13.4K -150 -3%
HBW
506
Hazlett, Burt & Watson
West Virginia
$420K +$7.33K +82 +2%
BSTWA
507
Blake Schutter Theil Wealth Advisors
Ohio
$419K +$407K +4,554 New
SI
508
Saxon Interests
Texas
$418K +$8.41K +94 +2%
GT
509
Glenview Trust
Kentucky
$415K +$404K +4,515 New
PWA
510
PCG Wealth Advisors
Kansas
$414K
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$407K -$5.54K -62 -1%
T
512
TNF
Montana
$406K +$447 +5 +0.1%
SWC
513
Spectrum Wealth Counsel
Indiana
$406K
TAM
514
Tocqueville Asset Management
New York
$405K -$17.9K -200 -4%
NWAG
515
Net Worth Advisory Group
Utah
$404K +$393K +4,391 New
B
516
Bensler
Washington
$403K +$89 +1 +0%
OPWM
517
Oakwell Private Wealth Management
Texas
$401K
MFG
518
Merit Financial Group
Georgia
$400K -$327K -3,652 -46%
GVAG
519
Great Valley Advisor Group
Delaware
$400K +$149K +1,667 +62%
ATFA
520
All Terrain Financial Advisors
Minnesota
$397K -$3.13K -35 -0.8%
SWM
521
SeaCrest Wealth Management
New York
$395K +$23.9K +267 +7%
SB
522
Strategic Blueprint
Georgia
$394K
FT
523
Fiduciary Trust
Massachusetts
$393K
VPP
524
Vertex Planning Partners
Illinois
$393K
PCM
525
Perritt Capital Management
Illinois
$388K +$268 +3 +0.1%

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.