iShares S&P Mid-Cap 400 Growth ETF
836 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 92 funds opening new positions, 215 increasing their positions, 286 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
109% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 44
13% more capital invested
Capital invested by funds: $5.9B → $6.68B (+$782M)
5% more funds holding
Funds holding: 800 → 836 (+36)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
0.36% more ownership
Funds ownership: 70.36% → 70.72% (+0.36%)
25% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 286
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 |
UFF
USA Financial Formulas
Ada,
Michigan
|
-$66.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$45.3M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$32.6M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$28.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$15.5M |
IJK Hedge Fund Activity: Q1 2024 in Review
836 of the 6,958 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 13% from $5.9B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new IJK positions and 44 closed out — a net gain of 48 holders — while 215 added to existing stakes and 286 trimmed.
The largest buyer was Christopher J. Hasenberg, opening a new position worth an estimated $27.1M. The largest seller was USA Financial Formulas, exiting entirely with an estimated $66.7M sold.
- 836 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 13% quarter-over-quarter.
- 92 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2024 and 44 closed out, a net change of +48 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 USA Financial Formulas, an estimated $66.7M sold.
Based on aggregated 13F filings for Q1 2024.