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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
SMA
726
Sage Mountain Advisors
Georgia
$158K +$89.3K +999 +138%
HPC
727
HM Payson & Co
Maine
$157K
VAMG
728
Voisard Asset Management Group
Michigan
$157K
WPA
729
West Paces Advisors
Georgia
$155K
AA
730
Ancora Advisors
Ohio
$153K
EWA
731
EverSource Wealth Advisors
Alabama
$148K
WBC
732
West Branch Capital
Massachusetts
$147K +$358 +4 +0.3%
DSC
733
Duncker Streett & Co
Missouri
$145K
CT
734
Clearstead Trust
Maine
$143K -$2.15K -24 -2%
MHR
735
Matthew Hamilton Rosenberg
$143K
DFA
736
DHJJ Financial Advisors
Illinois
$141K
LB
737
Legacy Bridge
Iowa
$140K
GBT
738
Grove Bank & Trust
Florida
$135K
TSMHT
739
Thurston Springer Miller Herd & Titak
Indiana
$134K +$25.5K +285 +24%
GWP
740
Gen-Wealth Partners
Michigan
$132K
GWSG
741
GPS Wealth Strategies Group
Colorado
$130K +$6.17K +69 +5%
SAM
742
S.A. Mason
Michigan
$123K
PP
743
PFS Partners
New Jersey
$122K
BONH
744
Bank of New Hampshire
New Hampshire
$120K -$22K -246 -16%
BMC
745
Bear Mountain Capital
Washington
$119K -$358 -4 -0.3%
PB
746
Pinnacle Bancorp
Nebraska
$119K
HCM
747
Horrell Capital Management
Arkansas
$112K
CPA
748
Cardiff Park Advisors
California
$110K
MCM
749
Mill Capital Management
North Carolina
$110K
SWP
750
SIMA Wealth Partners
Virginia
$110K

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.