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
BBNA
651
Bremer Bank National Association
Minnesota
$242K -$894 -10 -0.4%
MCM
652
MV Capital Management
Maryland
$242K
PPWM
653
Paragon Private Wealth Management
Kentucky
$238K +$232K +2,592 New
FOFP
654
Fee-Only Financial Planning
South Carolina
$235K
FCA
655
FinTrust Capital Advisors
South Carolina
$235K
TCA
656
Trifecta Capital Advisors
Illinois
$234K
SIC
657
Sterling Investment Counsel
New York
$233K -$7.96K -89 -3%
ACM
658
Alamar Capital Management
California
$233K
LSAG
659
Lake Street Advisors Group
New Hampshire
$232K
MI
660
Moneywise Inc
Virginia
$232K +$358 +4 +0.2%
DIP
661
DT Investment Partners
Pennsylvania
$232K
SC
662
Sapient Capital
Indiana
$228K
QWM
663
Quadcap Wealth Management
Texas
$228K
EW
664
Elyxium Wealth
California
$228K +$222K +2,480 New
DC
665
Destiny Capital
Colorado
$226K +$221K +2,471 New
LG
666
LaFleur & Godfrey
Michigan
$225K
CD
667
Chapin Davis
Maryland
$225K
CFGS
668
Concourse Financial Group Securities
Alabama
$225K -$8.94K -100 -4%
SAM
669
Silvercrest Asset Management
New York
$224K -$1.88K -21 -0.9%
ONB
670
Old National Bancorp
Indiana
$224K +$218K +2,433 New
ADL
671
Asset Dedication LLC
California
$223K -$70.7K -791 -25%
SWA
672
Strategies Wealth Advisors
Michigan
$222K
EFS
673
Essex Financial Services
Connecticut
$222K -$18.8K -210 -8%
BFS
674
Bradley Foster & Sargent
Connecticut
$221K
ICM
675
IMS Capital Management
Oregon
$221K

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.