iShares S&P Mid-Cap 400 Growth ETF
800 hedge funds and large institutions have $5.9B invested in iShares S&P Mid-Cap 400 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 230 increasing their positions, 231 reducing their positions, and 32 closing their positions.
247% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 32
16% more capital invested
Capital invested by funds: $5.09B → $5.9B (+$807M)
9% more funds holding
Funds holding: 733 → 800 (+67)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
1.5% more ownership
Funds ownership: 68.86% → 70.36% (+1.5%)
0% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 231
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$61.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34.6M |
| 3 |
JP Morgan Chase
New York
|
+$30.2M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$25.3M |
| 5 |
Goldman Sachs
New York
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$39.3M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$20.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15.4M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$9.03M |
| 5 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
-$7.02M |
IJK Hedge Fund Activity: Q4 2023 in Review
800 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q4 2023, worth a combined $5.9B — up 16% from $5.09B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new IJK positions and 32 closed out — a net gain of 79 holders — while 230 added to existing stakes and 231 trimmed.
The largest buyer was USA Financial Formulas, adding an estimated $61.8M. The largest seller was Smith Anglin Financial, cutting an estimated $39.3M.
- 800 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q4 2023, up from 733 in Q3 2023.
- Funds reported $5.9B of iShares S&P Mid-Cap 400 Growth ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 111 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q4 2023 and 32 closed out, a net change of +79 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q4 2023 was USA Financial Formulas, an estimated $61.8M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q4 2023 was Smith Anglin Financial, an estimated $39.3M sold.
Based on aggregated 13F filings for Q4 2023.