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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
EWM
901
Empirical Wealth Management
Washington
-$238K -2,700 Closed
VA
902
Valmark Advisers
Ohio
-$225K -2,552 Closed
PPG
903
Peak Planning Group
Colorado
-$216K -2,449 Closed
AWA
904
Arete Wealth Advisors
Illinois
-$211K -2,403 Closed
RWM
905
Revisor Wealth Management
Ohio
-$211K -2,400 Closed
GFA
906
Gallagher Fiduciary Advisors
Illinois
-$211K -2,392 Closed
RWM
907
Ritholtz Wealth Management
New York
-$209K -2,372 Closed
Legacy Financial Group (Iowa)
908
Legacy Financial Group (Iowa)
Iowa
-$204K -2,316 Closed
FLPIM
909
F.L. Putnam Investment Management
Massachusetts
-$154K -1,744 Closed
AFWM
910
Abich Financial Wealth Management
Virginia
-$124K -1,411 Closed
HH
911
HWG Holdings
Texas
-$82.6K -937 Closed
SP
912
SWS Partners
Ohio
-$50.9K -577 Closed
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
-$32.6K -370 Closed
RWMG
914
Redwood Wealth Management Group
New Jersey
-$28.5K -324 Closed
DWM
915
Dogwood Wealth Management
Kansas
-$27.8K -315 Closed
KFS
916
Kelly Financial Services
Massachusetts
-$11.6K -131 Closed
RhumbLine Advisers
917
RhumbLine Advisers
Massachusetts
-$8.81K -100 Closed
FNWA
918
Financial Network Wealth Advisors
Utah
-$7.93K -90 Closed
CT
919
Colonial Trust
South Carolina
-$2.64K -30 Closed
MRCM
920
M&R Capital Management
New Jersey
-$1.32K -15 Closed
RIA
921
Realta Investment Advisors
Delaware
-$1.06K -12 Closed
BNP Paribas Financial Markets
922
BNP Paribas Financial Markets
France
-$352 -4 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.