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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
FCP
526
Fidelis Capital Partners
Florida
$385K
NPF
527
Norris Perne & French
Michigan
$384K -$7.78K -87 -2%
IIC
528
Integrated Investment Consultants
Michigan
$383K +$805 +9 +0.2%
TWP
529
Total Wealth Planning
Ohio
$382K +$179 +2 +0%
DA
530
Dover Advisors
Virginia
$382K
MCM
531
McDonough Capital Management
Florida
$382K
ITIM
532
Indiana Trust & Investment Management
Indiana
$380K
FFG
533
Fiduciary Financial Group
California
$380K
VIA
534
Vickerman Investment Advisors
Washington
$379K
LW
535
Linscomb Wealth
Texas
$378K -$25.4K -284 -6%
NFC
536
Northeast Financial Consultants
Connecticut
$374K
CB
537
Community Bank
New York
$372K -$7.6K -85 -2%
CIC
538
Carnegie Investment Counsel
Ohio
$367K
RA
539
RFG Advisory
Alabama
$367K -$23.3K -261 -6%
FWP
540
FAS Wealth Partners
Kansas
$367K -$268 -3 -0.1%
IB
541
Intrust Bank
Kansas
$367K -$3.04K -34 -0.8%
HWA
542
HCR Wealth Advisors
California
$367K
WCA
543
Waypoint Capital Advisors
Minnesota
$366K
MA
544
MKT Advisors
California
$365K
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$360K -$19.9K -222 -5%
TB
546
Terril Brothers
Missouri
$359K
HFA
547
High Falls Advisors
New York
$359K
BFM
548
Boston Financial Management
Massachusetts
$358K
HCM
549
Highview Capital Management
Illinois
$357K
AQR Capital Management
550
AQR Capital Management
Connecticut
$353K +$12K +134 +4%

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.