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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
GT
101
Greenleaf Trust
Michigan
$7.91M -$17.9K -200 -0.2%
MBTD
102
Mechanics Bank - Trust Department
California
$7.77M +$40.2K +450 +0.5%
FPFS
103
First Personal Financial Services
North Carolina
$7.46M -$30.7K -343 -0.4%
AWM
104
AE Wealth Management
Kansas
$7.38M +$434K +4,850 +6%
Corient Private Wealth
105
Corient Private Wealth
Florida
$7.37M +$934K +10,442 +15%
RA
106
Rodgers & Associates
Pennsylvania
$7.35M +$1.38M +15,408 +24%
JFA
107
JNBA Financial Advisors
Minnesota
$6.91M -$93.4K -1,044 -1%
TC
108
TownSquare Capital
Utah
$6.66M +$331K +3,700 +5%
GIM
109
Goelzer Investment Management
Indiana
$6.63M -$418K -4,674 -6%
Prudential Financial
110
Prudential Financial
New Jersey
$6.56M +$4.75M +53,172 +292%
CA
111
Centerpoint Advisors
Massachusetts
$6.55M -$257K -2,872 -4%
MSAM
112
Moloney Securities Asset Management
Missouri
$6.55M +$193K +2,154 +3%
GRP
113
Global Retirement Partners
California
$6.47M +$1.1M +12,327 +21%
OFS
114
Oldfather Financial Services
Nebraska
$6.44M -$79.2K -886 -1%
CCM
115
Coldstream Capital Management
Washington
$6.42M -$503K -5,627 -7%
SA
116
Sanctuary Advisors
Indiana
$6.38M +$1.78M +19,917 +44%
FCFC
117
First Citizens Financial Corp
Iowa
$6.36M -$3.04K -34 -0%
NG
118
Norden Group
Utah
$6.2M +$457K +5,113 +8%
AAS
119
Avantax Advisory Services
Texas
$5.83M +$244K +2,729 +4%
M&T Bank
120
M&T Bank
New York
$5.73M +$22.2K +248 +0.4%
GPA
121
Guidance Point Advisors
Massachusetts
$5.69M -$15.8K -177 -0.3%
MSA
122
McAlister Sweet & Associates
Texas
$5.61M +$324K +3,621 +6%
WPIC
123
White Pine Investment Company
Michigan
$5.54M +$5.38M +60,217 New
HWM
124
HB Wealth Management
Georgia
$5.47M
AMG
125
Asset Management Group
Connecticut
$5.44M -$58.9K -659 -1%

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.