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
SCP
601
Stevens Capital Partners
Nebraska
$283K +$447 +5 +0.2%
HB
602
HTLF Bank
Colorado
$283K -$5.1K -57 -2%
SFG
603
Sage Financial Group
Pennsylvania
$280K
HFS
604
Heritage Financial Services
Massachusetts
$279K
IFWM
605
Institute for Wealth Management
Colorado
$279K
GWM
606
Geneos Wealth Management
Colorado
$279K
CWM
607
Connecticut Wealth Management
Connecticut
$276K
GPA
608
Garrison Point Advisors
California
$276K
WHG
609
Westwood Holdings Group
Texas
$275K
BSI
610
Bennett Selby Investments
Maine
$274K
FMWA
611
Forvis Mazars Wealth Advisors
Missouri
$274K -$31.6K -353 -11%
EA
612
Eclectic Associates
California
$273K
Russell Investments Group
613
Russell Investments Group
United Kingdom
$272K +$97.6K +1,091 +58%
CG
614
CFO4Life Group
Texas
$271K
WB
615
West Bancorporation
Iowa
$269K
PPP
616
Private Portfolio Partners
New Jersey
$268K +$261K +2,920 New
CCM
617
Condor Capital Management
New Jersey
$268K -$7.06K -79 -3%
HIMC
618
Heritage Investors Management Corp
Maryland
$267K
Allspring Global Investments
619
Allspring Global Investments
North Carolina
$267K -$894 -10 -0.3%
CP
620
Creekside Partners
California
$266K
MA
621
Montag & Associates
Georgia
$266K -$40.9K -457 -14%
M
622
MOTCO
Texas
$265K +$258K +2,886 New
LWM
623
Lyell Wealth Management
California
$264K
RCA
624
Riverview Capital Advisers
Massachusetts
$263K +$11.2K +125 +5%
AA
625
Aufman Associates
Pennsylvania
$263K +$256K +2,859 New

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.