iShares S&P Mid-Cap 400 Growth ETF
899 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 252 increasing their positions, 274 reducing their positions, and 56 closing their positions.
411% more call options, than puts
Call options by funds: $373K | Put options by funds: $73K
73% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 56
3% more funds holding
Funds holding: 877 → 899 (+22)
1% less capital invested
Capital invested by funds: $6.88B → $6.81B (-$70.4M)
8% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 274
2.05% less ownership
Funds ownership: 71.78% → 69.73% (-2%)
33% less funds holding in top 10
Funds holding in top 10: 27 → 18 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$37.5M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$36.5M |
| 3 |
JP Morgan Chase
New York
|
+$16.5M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$12.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$9.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$121M |
| 2 |
UFF
USA Financial Formulas
Ada,
Michigan
|
-$77.5M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$67.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$58M |
| 5 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
-$55.7M |
IJK Hedge Fund Activity: Q4 2024 in Review
899 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2024, worth a combined $6.81B — down 1% from $6.88B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new IJK positions and 56 closed out — a net gain of 41 holders — while 252 added to existing stakes and 274 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $37.5M. The largest seller was International Assets Investment Management, cutting an estimated $121M.
- 899 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2024, up from 877 in Q3 2024.
- Funds reported $6.81B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2024, down 1% quarter-over-quarter.
- 97 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2024 and 56 closed out, a net change of +41 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2024 was Morgan Stanley, an estimated $37.5M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2024 was International Assets Investment Management, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2024.