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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
KV
676
Kickstand Ventures
New York
$221K +$215K +2,405 New
BWM
677
Benchmark Wealth Management
Connecticut
$220K
NL
678
NWAM LLC
Washington
$220K +$214K +2,390 New
ACP
679
Aviance Capital Partners
Florida
$220K
PIMG
680
Patriot Investment Management Group
Tennessee
$218K
NW
681
NewEdge Wealth
Pennsylvania
$217K
JEST
682
JTC Employer Solutions Trustee
Jersey
$217K
IPW
683
Intergy Private Wealth
Colorado
$217K
RCM
684
Radnor Capital Management
Pennsylvania
$216K +$210K +2,352 New
SW
685
SteelPeak Wealth
California
$216K -$3.13K -35 -1%
TA
686
TFG Advisers
Michigan
$216K -$2.15K -24 -1%
Qube Research & Technologies (QRT)
687
Qube Research & Technologies (QRT)
United Kingdom
$214K +$15.9K +178 +8%
SWA
688
Sightline Wealth Advisors
Connecticut
$214K
LIM
689
Leavell Investment Management
Alabama
$213K +$208K +2,322 New
NIWA
690
New Insight Wealth Advisors
California
$212K +$207K +2,311 New
KA
691
Klingman & Associates
New York
$211K -$14.4K -161 -7%
KOC
692
Koss-Olinger Consulting
Florida
$211K +$358 +4 +0.2%
RWP
693
Revolve Wealth Partners
New Jersey
$211K -$2.15K -24 -1%
RFM
694
Royal Fund Management
Florida
$211K -$10.4M -115,991 -98%
AOWM
695
Alpha Omega Wealth Management
Virginia
$211K
FIB
696
First Interstate Bank
Montana
$210K
WWM
697
Wolff Wiese Magana
California
$210K +$41.1K +460 +25%
LWM
698
Liberty Wealth Management
California
$210K +$89 +1 +0%
PA
699
Procyon Advisors
Connecticut
$208K -$3.04K -34 -1%
CFA
700
CWS Financial Advisors
Michigan
$208K +$203K +2,265 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.