iShares S&P Mid-Cap 400 Growth ETF
835 hedge funds and large institutions have $6.68B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 214 increasing their positions, 287 reducing their positions, and 44 closing their positions.
1,528% more call options, than puts
Call options by funds: $293K | Put options by funds: $18K
107% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 44
4% more funds holding
Funds holding: 800 → 835 (+35)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
4% more capital invested
Capital invested by funds: $6.42B → $6.68B (+$254M)
5.95% less ownership
Funds ownership: 76.66% → 70.72% (-5.9%)
25% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 287
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
+$27.1M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$24.3M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$22.1M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$18.9M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$555M |
| 2 |
UFF
USA Financial Formulas
Ada,
Michigan
|
-$66.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$45.3M |
| 4 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$32.6M |
| 5 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$28.7M |
IJK Hedge Fund Activity: Q1 2024 in Review
835 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2024, worth a combined $6.68B — up 4% from $6.42B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new IJK positions and 44 closed out — a net gain of 47 holders — while 214 added to existing stakes and 287 trimmed.
The largest buyer was Christopher J. Hasenberg, opening a new position worth an estimated $27.1M. The largest seller was Morgan Stanley, cutting an estimated $555M.
- 835 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2024, up from 800 in Q4 2023.
- Funds reported $6.68B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2024, up 4% quarter-over-quarter.
- 91 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2024 and 44 closed out, a net change of +47 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2024 was Christopher J. Hasenberg, an estimated $27.1M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $555M sold.
Based on aggregated 13F filings for Q1 2024.