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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
SWM
201
Spire Wealth Management
Virginia
$2.42M -$57.1K -638 -2%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$2.38M -$21.6K -241 -0.9%
ASN
203
Advisory Services Network
Georgia
$2.38M
SWP
204
Stratos Wealth Partners
Ohio
$2.32M +$118K +1,318 +6%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$2.31M +$108K +1,207 +5%
OCM
206
One Capital Management
California
$2.31M -$1.88M -21,003 -45%
RJT
207
Raymond James Trust
Florida
$2.29M +$21K +235 +1%
SCM
208
Saxony Capital Management
Missouri
$2.24M +$331K +3,706 +18%
MA
209
Mutual Advisors
Nebraska
$2.24M +$400K +4,469 +22%
EDRIA
210
Edmonds Duncan Registered Investment Advisors
Kansas
$2.24M +$140K +1,567 +7%
APP
211
Avantax Planning Partners
Iowa
$2.23M -$557K -6,232 -20%
WFA
212
Wellspring Financial Advisors
Ohio
$2.21M +$380K +4,252 +21%
HIS
213
Harvest Investment Services
Illinois
$2.16M +$155K +1,733 +8%
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
$2.16M +$1.83M +20,428 +657%
GT
215
Glenmede Trust
Pennsylvania
$2.13M -$14.8K -166 -0.7%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$2.1M -$7.15K -80 -0.3%
GJIA
217
Glass Jacobson Investment Advisors
Maryland
$2.07M +$5.46K +61 +0.3%
CCAM
218
Codex Capital Asset Management
Texas
$2.07M +$40.2K +450 +2%
JWCA
219
J.W. Cole Advisors
Florida
$2.07M +$298K +3,330 +17%
AA
220
Alesco Advisors
New York
$2.05M
CTC
221
Corundum Trust Company
South Dakota
$2.04M
IFG
222
Independent Financial Group
California
$2.03M -$1.07M -12,021 -35%
MCC
223
Money Concepts Capital
Florida
$2.03M +$68.4K +765 +4%
Franklin Resources
224
Franklin Resources
California
$2.03M -$152K -1,701 -7%
PRWA
225
Platte River Wealth Advisors
Colorado
$2.02M -$52.6K -588 -3%

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.