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
AWA
551
ARQ Wealth Advisors
Arizona
$350K
NB
552
NBT Bank
New York
$350K
IBOK
553
Independence Bank of Kentucky
Kentucky
$346K
HCP
554
Holt Capital Partners
Texas
$344K
CPSC
555
Carl P. Sherr & Co
Massachusetts
$342K +$1.88K +21 +0.6%
DC
556
Davenport & Co
Virginia
$341K +$26.5K +296 +9%
MFA
557
Mayflower Financial Advisors
Massachusetts
$341K -$37.1K -415 -10%
Neuberger Berman Group
558
Neuberger Berman Group
New York
$336K +$327K +3,658 New
PA
559
Probity Advisors
Texas
$335K
GWS
560
Glassman Wealth Services
Virginia
$334K
TWM
561
Trueblood Wealth Management
Ohio
$333K
WLPWM
562
Walled Lake Planning & Wealth Management
Illinois
$333K +$179 +2 +0.1%
OSAM
563
O'Shaughnessy Asset Management
Connecticut
$329K +$132K +1,472 +72%
VFA
564
Valeo Financial Advisors
Indiana
$329K
AAS
565
Annex Advisory Services
Wisconsin
$327K +$61.5K +688 +24%
WWM
566
Western Wealth Management
Colorado
$324K +$179 +2 +0.1%
KPWS
567
Kestra Private Wealth Services
Texas
$324K +$5.19K +58 +2%
WCP
568
Wick Capital Partners
Pennsylvania
$321K
BHBT
569
Burke & Herbert Bank & Trust
Virginia
$321K
FPGK
570
Financial Partners Group (Kansas)
Kansas
$320K +$32.3K +361 +12%
TW
571
Transform Wealth
Colorado
$320K -$11.9K -133 -4%
BCA
572
Bay Colony Advisors
Massachusetts
$320K +$179 +2 +0.1%
PFBT
573
Parkside Financial Bank & Trust
Missouri
$317K
GLA
574
Good Life Advisors
Pennsylvania
$315K +$307K +3,432 New
TNB
575
Thomasville National Bank
Georgia
$315K +$5.37K +60 +2%

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.