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iShares S&P Mid-Cap 400 Growth ETF
IJK

858 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 231 increasing their positions, 261 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 52

19% more funds holding in top 10

Funds holding in top 10: 26 → 31 (+5)

3% more funds holding

Funds holding: 835 → 858 (+23)

2% more capital invested

Capital invested by funds: $6.68B → $6.78B (+$103M)

0.51% more ownership

Funds ownership: 70.72% → 71.22% (+0.51%)

11% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 261

Holders
858
Holders Change
+23
Holders Change %
+2.75%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
90
Increased
231
Reduced
261
Closed
52
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
-$46K

Top Buyers

Rank Fund Capital Flow
1
UFF
USA Financial Formulas
Michigan
+$71.4M
2
MWM
Modern Wealth Management
Kansas
+$68M
3
PRS
Pinkerton Retirement Specialists
Idaho
+$34.1M
4
LPL Financial
LPL Financial
California
+$23.3M
5
YCG
Yeomans Consulting Group
Georgia
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$23.3M
2
Wells Fargo
Wells Fargo
California
-$16.5M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
626
Riverview Capital Advisers
Massachusetts
$241K +$242K +2,740 New
CB
627
CNB Bank
Pennsylvania
$241K – – –
FCCM
628
First City Capital Management
Georgia
$241K – – –
IIC
629
Ironwood Investment Counsel
Arizona
$240K – – –
CWS
630
Confluence Wealth Services
Pennsylvania
$238K +$2.74K +31 +1%
EWM
631
Empirical Wealth Management
Washington
$238K +$239K +2,700 New
BAAM
632
Baker Avenue Asset Management
California
$236K -$15.8K -179 -6%
GVAG
633
Great Valley Advisor Group
Delaware
$236K – – –
GMFG
634
Greater Midwest Financial Group
Minnesota
$235K +$354 +4 +0.1%
AMG
635
Advisors Management Group
Wisconsin
$235K – – –
IC
636
IEQ Capital
California
$233K +$265 +3 +0.1%
BBNA
637
Bremer Bank National Association
Minnesota
$233K – – –
PFA
638
Plotkin Financial Advisors
Maryland
$233K – – –
MCM
639
MV Capital Management
Maryland
$232K – – –
SIC
640
Sterling Investment Counsel
New York
$231K -$22.4K -253 -9%
EFS
641
Essex Financial Services
Connecticut
$227K +$231K +2,615 New
FOFP
642
Fee-Only Financial Planning
South Carolina
$226K – – –
FCA
643
FinTrust Capital Advisors
South Carolina
$225K +$158K +1,788 +233%
VA
644
Valmark Advisers
Ohio
$225K +$88 +1 +0%
CFGS
645
Concourse Financial Group Securities
Alabama
$224K -$57.7K -653 -20%
TCA
646
Trifecta Capital Advisors
Illinois
$224K – – –
ACM
647
Alamar Capital Management
California
$223K +$224K +2,534 New
LSAG
648
Lake Street Advisors Group
New Hampshire
$223K – – –
DIP
649
DT Investment Partners
Pennsylvania
$222K – – –
MI
650
Moneywise Inc
Virginia
$222K +$177 +2 +0.1%
24 25
26
27 28

IJK Hedge Fund Activity: Q2 2024 in Review

858 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2024, worth a combined $6.78B — up 1.5% from $6.68B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IJK positions and 52 closed out — a net gain of 38 holders — while 231 added to existing stakes and 261 trimmed.

The largest buyer was USA Financial Formulas, opening a new position worth an estimated $71.4M. The largest seller was World Investment Advisors, cutting an estimated $23.3M.

  • 858 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2024, up from 835 in Q1 2024.
  • Funds reported $6.78B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2024, up 1.5% quarter-over-quarter.
  • 90 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2024 and 52 closed out, a net change of +38 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2024 was USA Financial Formulas, an estimated $71.4M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2024 was World Investment Advisors, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2024.