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iShares S&P Mid-Cap 400 Growth ETF
IJK

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: 858 → 877 (+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: 31 → 27 (-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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$115M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$56.2M
3
Bank of America
Bank of America
North Carolina
+$31.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$16.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$124M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$87.7M
3
Wells Fargo
Wells Fargo
California
-$28M
4
CJH
Christopher J. Hasenberg
Wisconsin
-$22.2M
5
LPL Financial
LPL Financial
California
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
851
Ballast Advisors
Minnesota
$9.19K – – –
TC
852
Trust Company
Kansas
$8.82K – – –
AWM
853
Abound Wealth Management
Tennessee
$8.64K – – –
MBFW
854
Morton Brown Family Wealth
Pennsylvania
$8.55K +$8.32K +93 New
NFA
855
Northwest Financial Advisors
Virginia
$8.29K +$8.05K +90 New
HGERS
856
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
AW
857
Avion Wealth
Texas
$8K +$715 +8 +10%
CAS
858
Coppell Advisory Solutions
Texas
$7.71K -$33.2K -371 -82%
SC
859
Sawyer & Company
Massachusetts
$7K +$6.35K +71 New
PWA
860
Provenance Wealth Advisors
Florida
$6.95K – – –
EWM
861
EPG Wealth Management
Georgia
$6.62K +$6.44K +72 New
POIA
862
Pin Oak Investment Advisors
Texas
$6K – – –
HWA
863
HHM Wealth Advisors
Tennessee
$5.7K -$5.46K -61 -50%
HGA
864
Hobbs Group Advisors
South Carolina
$5.7K – – –
FAM
865
Family Asset Management
South Carolina
$5.52K – – –
NMG
866
New Millennium Group
Utah
$5.52K – – –
RF
867
Robinswood Financial
Washington
$5.34K – – –
SN
868
Sittner & Nelson
Oregon
$4.41K – – –
BHWM
869
Beaird Harris Wealth Management
Texas
$3.68K – – –
LWA
870
Lowe Wealth Advisors
Maryland
$3.68K – – –
HR
871
Howe & Rusling
New York
$2.81K +$89 +1 +3%
FG
872
Fairman Group
Pennsylvania
$2.02K – – –
KFP
873
Keener Financial Planning
Texas
$2K – – –
MIM
874
MTM Investment Management
South Carolina
$1.84K – – –
CIA
875
Cape Investment Advisory
Georgia
$1.84K – – –
33 34
35
36 37

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.