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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
CAL
51
Capital Advisors Ltd
Ohio
$21.4M -$242K -2,704 -1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$20.6M +$9.96M +111,406 +99%
SFI
53
SPC Financial Inc
Maryland
$19.9M -$760K -8,497 -4%
YCG
54
Yeomans Consulting Group
Georgia
$19.6M -$1.45M -16,267 -7%
SL
55
Salomon & Ludwin
Virginia
$19.5M -$1.94M -21,695 -9%
AWM
56
Apollon Wealth Management
South Carolina
$19.3M -$116K -1,298 -0.6%
1IA
57
1834 Investment Advisors
Wisconsin
$19.3M -$1.13M -12,686 -6%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$19.1M +$3.16M +35,377 +20%
JE
59
JMAC Enterprises
Pennsylvania
$19.1M +$100K +1,121 +0.5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$18.7M -$341K -3,816 -2%
Comerica Bank
61
Comerica Bank
Texas
$18.4M -$166K -1,855 -0.9%
HCM
62
Hudson Capital Management
New Jersey
$17.1M +$131K +1,462 +0.8%
CCWM
63
Cassaday & Co Wealth Management
Virginia
$16.5M -$141K -1,576 -0.9%
KAS
64
Kestra Advisory Services
Texas
$15.6M -$476K -5,324 -3%
Creative Planning
65
Creative Planning
Kansas
$15.6M +$113K +1,268 +0.8%
SFP
66
Sterling Financial Planning
New Jersey
$15.1M +$388K +4,342 +3%
CIA
67
Concurrent Investment Advisors
Florida
$14.8M +$2.58M +28,884 +22%
TYCC
68
Texas Yale Capital Corp
Florida
$14.8M -$8.94K -100 -0.1%
BEC
69
Blue Edge Capital
Virginia
$14.8M +$337K +3,770 +2%
IWC
70
Integrated Wealth Concepts
Massachusetts
$14.6M +$40.5K +453 +0.3%
CCFM
71
Clear Creek Financial Management
Washington
$14.5M +$302K +3,379 +2%
FMC
72
First Merchants Corp
Indiana
$13.8M -$156K -1,750 -1%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$13.8M +$30K +335 +0.2%
IFS
74
Ifrah Financial Services
Arkansas
$13.6M -$195K -2,184 -1%
GIA
75
GHP Investment Advisors
Colorado
$13.5M -$11.5K -129 -0.1%

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.