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iShares S&P Mid-Cap 400 Growth ETF
IJK

858 hedge funds and large institutions have $6.78B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 231 increasing their positions, 261 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 52

19% more funds holding in top 10

Funds holding in top 10: 26 → 31 (+5)

3% more funds holding

Funds holding: 835 → 858 (+23)

2% more capital invested

Capital invested by funds: $6.68B → $6.78B (+$103M)

0.51% more ownership

Funds ownership: 70.72% → 71.22% (+0.51%)

11% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 261

Holders
858
Holders Change
+23
Holders Change %
+2.75%
% of All Funds
12.39%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
90
Increased
231
Reduced
261
Closed
52
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
-$46K

Top Buyers

Rank Fund Capital Flow
1
UFF
USA Financial Formulas
Michigan
+$71.4M
2
MWM
Modern Wealth Management
Kansas
+$68M
3
PRS
Pinkerton Retirement Specialists
Idaho
+$34.1M
4
LPL Financial
LPL Financial
California
+$23.3M
5
YCG
Yeomans Consulting Group
Georgia
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$23.3M
2
Wells Fargo
Wells Fargo
California
-$16.5M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATS
851
Ashton Thomas Securities
New York
$2.09K +$2.12K +24 New
KFP
852
Keener Financial Planning
Texas
$2K +$2.56K +29 New
FG
853
Fairman Group
Pennsylvania
$1.94K – – –
CIA
854
Cape Investment Advisory
Georgia
$1.76K – – –
LFG
855
Larson Financial Group
Missouri
$1.76K – – –
MIM
856
MTM Investment Management
South Carolina
$1.76K – – –
MRCM
857
M&R Capital Management
New Jersey
$1.32K – – –
RIA
858
Realta Investment Advisors
Delaware
$1.06K – – –
BNP Paribas Financial Markets
859
BNP Paribas Financial Markets
France
$352 +$354 +4 New
RA
860
Ransom Advisory
Rhode Island
$176 – – –
DPIM
861
Duff & Phelps Investment Management
Illinois
– -$15.9M -174,280 Closed
FTUS
862
Flow Traders U.S.
New York
– -$3.52M -38,635 Closed
PSCM
863
Per Stirling Capital Management
Texas
– -$3.45M -37,843 Closed
CAG
864
Csenge Advisory Group
Florida
– -$2.45M -26,856 Closed
SCM
865
Sandler Capital Management
New York
– -$2.1M -23,000 Closed
FWTB
866
First Western Trust Bank
Colorado
– -$1.79M -19,577 Closed
CWA
867
Clarus Wealth Advisors
Arizona
– -$1.4M -15,748 Closed
MWM
868
Meridian Wealth Management
Kentucky
– -$1.26M -13,847 Closed
CB
869
Cadence Bank
Mississippi
– -$1.05M -11,478 Closed
LNC
870
Lincoln National Corp
Pennsylvania
– -$626K -6,862 Closed
GM
871
GeoWealth Management
Illinois
– -$588K -6,443 Closed
SW
872
SVB Wealth
Massachusetts
– -$568K -6,225 Closed
TRCT
873
Tower Research Capital (TRC)
New York
– -$557K -6,099 Closed
TSW
874
Three Seasons Wealth
Utah
– -$538K -5,994 Closed
TT
875
TI-Trust
Illinois
– -$534K -5,854 Closed
33 34
35
36 37

IJK Hedge Fund Activity: Q2 2024 in Review

858 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2024, worth a combined $6.78B — up 1.5% from $6.68B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IJK positions and 52 closed out — a net gain of 38 holders — while 231 added to existing stakes and 261 trimmed.

The largest buyer was USA Financial Formulas, opening a new position worth an estimated $71.4M. The largest seller was World Investment Advisors, cutting an estimated $23.3M.

  • 858 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2024, up from 835 in Q1 2024.
  • Funds reported $6.78B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2024, up 1.5% quarter-over-quarter.
  • 90 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2024 and 52 closed out, a net change of +38 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2024 was USA Financial Formulas, an estimated $71.4M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2024 was World Investment Advisors, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2024.