We are live on ! Find out more
IJK icon

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
FFA
776
Founders Financial Alliance
North Carolina
$69.3K +$89 +1 +0.1%
ANBT
777
American National Bank & Trust
Texas
$67.8K -$8.76K -98 -12%
CIAS
778
Capital Investment Advisory Services
North Carolina
$66.2K
JGIA
779
Jackson Grant Investment Advisers
Connecticut
$65.8K +$89 +1 +0.1%
HNB
780
Hilltop National Bank
Wyoming
$64.4K
FDCP
781
Foster Dykema Cabot & Partners
Massachusetts
$64.2K +$62.4K +698 New
RP
782
Rice Partnership
Hawaii
$63.8K
WT
783
Washington Trust
Rhode Island
$62.5K
PA
784
PSI Advisors
Florida
$61.9K +$89 +1 +0.1%
TIM
785
Thompson Investment Management
Wisconsin
$60.3K
BCWM
786
Bartlett & Co Wealth Management
Ohio
$59.8K
SFCL
787
Strengthening Families & Communities LLC
Massachusetts
$57.5K +$179 +2 +0.3%
MIA
788
Milestone Investment Advisors
Wisconsin
$55.9K -$2.59K -29 -5%
OFG
789
Oxford Financial Group
Indiana
$55.2K +$53.7K +600 New
GI
790
GAMMA Investing
California
$52.5K +$25.6K +286 +100%
SC
791
Steph & Co
Wisconsin
$51.5K
CT
792
Caldwell Trust
Florida
$47.8K
RIL
793
Rothschild Investment LLC
Illinois
$46.1K
FGA
794
Fortis Group Advisors
New Jersey
$46K
CTA
795
Colonial Trust Advisors
South Carolina
$45.5K
AP
796
Atwood & Palmer
Missouri
$44.9K
CPG
797
Cornerstone Planning Group
New Jersey
$43.9K +$89 +1 +0.2%
BFS
798
Burkett Financial Services
South Carolina
$43K +$89 +1 +0.2%
RA
799
Rise Advisors
New York
$41.7K +$89 +1 +0.2%
AIA
800
Armor Investment Advisors
North Carolina
$40.4K

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.