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iShares S&P Mid-Cap 400 Growth ETF
IJK

899 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 252 increasing their positions, 274 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $373K | Put options by funds: $73K

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

3% more funds holding

Funds holding: 877 → 899 (+22)

1% less capital invested

Capital invested by funds: $6.88B → $6.81B (-$70.4M)

8% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 274

2.05% less ownership

Funds ownership: 71.78% → 69.73% (-2%)

33% less funds holding in top 10

Funds holding in top 10: 27 → 18 (-9)

Holders
899
Holders Change
+22
Holders Change %
+2.51%
% of All Funds
11.84%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
97
Increased
252
Reduced
274
Closed
56
Calls
$373K
Puts
$73K
Net Calls
+$300K
Net Calls Change
-$160K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$37.5M
2
WIA
World Investment Advisors
California
+$36.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$16.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.8M
5
LPL Financial
LPL Financial
California
+$9.65M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$121M
2
UFF
USA Financial Formulas
Michigan
-$77.5M
3
MWM
Modern Wealth Management
Kansas
-$67.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$58M
5
MMEA
Main Management ETF Advisors
California
-$55.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
651
Ironwood Investment Counsel
Arizona
$248K – – –
BAAM
652
Baker Avenue Asset Management
California
$248K +$4.24K +45 +2%
GMFG
653
Greater Midwest Financial Group
Minnesota
$246K +$565 +6 +0.2%
HNWAG
654
High Net Worth Advisory Group
Florida
$246K -$35.8K -380 -12%
AMG
655
Advisors Management Group
Wisconsin
$243K – – –
TAM
656
Townsend Asset Management
North Carolina
$243K – – –
PFA
657
Plotkin Financial Advisors
Maryland
$240K – – –
BBNA
658
Bremer Bank National Association
Minnesota
$240K – – –
RIM
659
Rockbridge Investment Management
New York
$239K +$248K +2,633 New
MCM
660
MV Capital Management
Maryland
$239K – – –
KV
661
Kickstand Ventures
New York
$238K +$20K +212 +9%
PPWM
662
Paragon Private Wealth Management
Kentucky
$236K – – –
LIM
663
Leavell Investment Management
Alabama
$234K +$23.5K +250 +11%
DC
664
Destiny Capital
Colorado
$234K +$9.32K +99 +4%
FOFP
665
Fee-Only Financial Planning
South Carolina
$233K – – –
CFGS
666
Concourse Financial Group Securities
Alabama
$232K -$3.2K -34 -1%
TCA
667
Trifecta Capital Advisors
Illinois
$231K – – –
ACM
668
Alamar Capital Management
California
$230K – – –
LSAG
669
Lake Street Advisors Group
New Hampshire
$230K – – –
MI
670
Moneywise Inc
Virginia
$230K +$283 +3 +0.1%
DIP
671
DT Investment Partners
Pennsylvania
$229K – – –
SWA
672
Strategies Wealth Advisors
Michigan
$227K – – –
FNBTCON
673
First National Bank & Trust Co of Newtown
Pennsylvania
$227K -$71.6K -760 -23%
EW
674
Elyxium Wealth
California
$226K – – –
QWM
675
Quadcap Wealth Management
Texas
$226K – – –
25 26
27
28 29

IJK Hedge Fund Activity: Q4 2024 in Review

899 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2024, worth a combined $6.81B — down 1% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IJK positions and 56 closed out — a net gain of 41 holders — while 252 added to existing stakes and 274 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.5M. The largest seller was International Assets Investment Management, cutting an estimated $121M.

  • 899 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2024, up from 877 in Q3 2024.
  • Funds reported $6.81B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2024, down 1% quarter-over-quarter.
  • 97 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2024 and 56 closed out, a net change of +41 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2024 was Morgan Stanley, an estimated $37.5M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2024 was International Assets Investment Management, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.