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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
EPW
751
Evergreen Private Wealth
Colorado
$108K -$4.65K -52 -4%
SIC
752
Salem Investment Counselors
North Carolina
$107K
NCM
753
Northwest Capital Management
Oregon
$107K
VWM
754
Venturi Wealth Management
Texas
$106K -$61.3K -685 -37%
MSG
755
Main Street Group
Virginia
$104K
FCAS
756
First Command Advisory Services
Texas
$104K
FCMT
757
Founders Capital Management (Texas)
Texas
$104K
FAM
758
Flaharty Asset Management
Florida
$99.3K +$96.6K +1,080 New
WAG
759
Windsor Advisory Group
Ohio
$98.9K
FP
760
Financial Perspectives
Minnesota
$96.7K -$3.04K -34 -3%
T
761
Tidemark
California
$96.4K +$20.5K +229 +28%
DF
762
Dunhill Financial
United Kingdom
$92.3K -$6.62K -74 -7%
ACA
763
Aptus Capital Advisors
Alabama
$88.9K +$7.15K +80 +9%
FWM
764
FSA Wealth Management
Massachusetts
$87.3K +$85K +950 New
ST
765
Smithfield Trust
Pennsylvania
$84K
BTI
766
Blue Trust Inc
Georgia
$82.8K
SWM
767
Sugarloaf Wealth Management
Georgia
$81.6K
BFPW
768
BOK Financial Private Wealth
Colorado
$79.6K
QC
769
Quent Capital
New York
$79.1K
KPP
770
Kings Path Partners
Texas
$77.2K
MWA
771
Moser Wealth Advisors
Washington
$77.2K
KSWA
772
Kathleen S. Wright Associates
Pennsylvania
$76.5K
YDMI
773
Y.D. More Investments
Israel
$73.5K
Kovitz Investment Group Partners
774
Kovitz Investment Group Partners
Illinois
$73.2K +$242K +2,702 +7%
IIL
775
Insight Inv LLC
California
$71K

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.