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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
LFG
876
Larson Financial Group
Missouri
$1.84K
MWA
877
MFA Wealth Advisors
Pennsylvania
$460 -$5.28K -59 -92%
RA
878
Ransom Advisory
Rhode Island
$184
EC
879
Estate Counselors
Wisconsin
-$6.39M -72,520 Closed
DL
880
DOHJ LLC
Washington
-$5.54M -62,869 Closed
PFS
881
Prospera Financial Services
Texas
-$4.81M -54,634 Closed
RCM
882
Regency Capital Management
Hawaii
-$4.45M -50,508 Closed
CWM
883
Cordatus Wealth Management
Pennsylvania
-$4.44M -50,373 Closed
EE
884
EWG Elevate
California
-$3.07M -34,831 Closed
PCA
885
Prosperity Capital Advisors
Ohio
-$2.88M -32,724 Closed
DWA
886
Dorsey Wright & Associates
California
-$2.62M -29,762 Closed
GA
887
GFS Advisors
Texas
-$87K -13,995 Closed
BCM
888
Brookstone Capital Management
Illinois
-$1.24M -13,562 Closed
IAA
889
Independent Advisor Alliance
North Carolina
-$763K -8,656 Closed
HIM
890
Hanlon Investment Management
New Jersey
-$619K -7,022 Closed
SW
891
Simplicity Wealth
New Jersey
-$496K -5,634 Closed
BMWM
892
Brown Miller Wealth Management
Virginia
-$462K -5,245 Closed
EWM
893
Evercore Wealth Management
New York
-$454K -5,151 Closed
DWM
894
Diversify Wealth Management
Utah
-$422K -4,976 Closed
IA
895
IFG Advisory
Georgia
-$410K -4,649 Closed
Jane Street
896
Jane Street
New York
-$374K -4,249 Closed
GFS
897
GYL Financial Synergies
Connecticut
-$363K -4,124 Closed
BRWA
898
B. Riley Wealth Advisors
Florida
-$344K -3,899 Closed
AIA
899
Allied Investment Advisors
Montana
-$296K -3,363 Closed
FNBOH
900
First National Bank of Hutchinson
Kansas
-$251K -2,852 Closed

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.