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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
DAS
576
Dynamic Advisor Solutions
Arizona
$315K -$907K -10,143 -75%
FTC
577
Farmers Trust Company
Ohio
$315K +$306K +3,424 New
SCA
578
Sandy Cove Advisors
Massachusetts
$315K +$268 +3 +0.1%
SHWM
579
Smith & Howard Wealth Management
Georgia
$314K -$49.3K -551 -14%
RZH
580
Relyea Zuckerberg Hanson
Connecticut
$314K +$805 +9 +0.3%
NIM
581
Northeast Investment Management
Massachusetts
$313K
KIG
582
Kowal Investment Group
Wisconsin
$311K +$626 +7 +0.2%
AWA
583
Amplius Wealth Advisors
Pennsylvania
$310K -$60.3K -674 -17%
BWA
584
BlueChip Wealth Advisors
Georgia
$308K
WB
585
WesBanco Bank
West Virginia
$306K -$6.88K -77 -2%
B
586
Bailard
California
$305K -$15.6K -175 -5%
PCS
587
Personal CFO Solutions
New Jersey
$302K +$447 +5 +0.2%
CFA
588
Cahill Financial Advisors
Minnesota
$301K +$31.2K +349 +12%
CWM
589
Cornerstone Wealth Management
Missouri
$300K
KIA
590
KCM Investment Advisors
California
$300K +$39.3K +440 +16%
FNBTCON
591
First National Bank & Trust Co of Newtown
Pennsylvania
$299K
NS
592
NBC Securities
Alabama
$298K
AF
593
Aviso Financial
Ontario, Canada
$298K +$91.5K +1,023 +46%
SNBOSD
594
Security National Bank of So Dak
Iowa
$294K
MGIA
595
Matthew Goff Investment Advisor
Texas
$294K
PMFA
596
Plante Moran Financial Advisors
Michigan
$292K +$5.28K +59 +2%
CCA
597
Clearwater Capital Advisors
Illinois
$290K
AI
598
Accredited Investors
Minnesota
$288K +$447 +5 +0.2%
EBA
599
Eagle Bay Advisors
New York
$288K
HNWAG
600
High Net Worth Advisory Group
Florida
$283K

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.