We are live on ! Find out more
IJK icon

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
EWA
126
EP Wealth Advisors
California
$5.25M +$10.4K +116 +0.2%
SS
127
Sunbelt Securities
Texas
$5.25M -$247K -2,765 -5%
SPC
128
Sigma Planning Corp
Michigan
$5.14M -$776K -8,679 -13%
ITB
129
Idaho Trust Bank
Idaho
$4.98M +$894K +9,992 +23%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$4.96M -$101K -1,135 -2%
BCM
131
Becker Capital Management
Oregon
$4.94M
CA
132
CoreCap Advisors
Michigan
$4.93M +$4.79M +53,583 New
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$4.82M +$515K +5,764 +12%
FBB
134
Fulton Breakefield Broenniman
Maryland
$4.82M -$176K -1,969 -4%
TW
135
TritonPoint Wealth
Maryland
$4.81M +$204K +2,286 +5%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$4.62M -$7.24K -81 -0.2%
CFG
137
Citizens Financial Group
Rhode Island
$4.56M +$375K +4,191 +9%
BA
138
Brightwater Advisory
Florida
$4.55M -$49.5K -553 -1%
PCTC
139
Perkins Coie Trust Company
Washington
$4.54M -$174K -1,944 -4%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$4.51M -$14.9M -166,307 -77%
WAM
141
Weinberger Asset Management
California
$4.49M -$29.8K -333 -0.7%
ES
142
Eagle Strategies
New York
$4.4M +$4.28M +47,844 New
UB
143
UMB Bank
Missouri
$4.29M +$480K +5,368 +13%
CIAS
144
CFS Investment Advisory Services
New Jersey
$4.17M -$4.07M -45,567 -50%
FHB
145
First Hawaiian Bank
Hawaii
$4.13M -$905K -10,124 -18%
BWM
146
BKM Wealth Management
Wisconsin
$4.08M -$41.8K -468 -1%
SFS
147
Sharp Financial Services
Pennsylvania
$4.08M +$272K +3,041 +7%
LC
148
LTG Capital
Massachusetts
$4.05M -$30.4K -340 -0.8%
CWM
149
Circle Wealth Management
New Jersey
$4.04M
CWM
150
Cranbrook Wealth Management
Michigan
$3.94M -$52.3K -585 -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.