iShares S&P Mid-Cap 400 Growth ETF
859 hedge funds and large institutions have $6.79B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 232 increasing their positions, 261 reducing their positions, and 52 closing their positions.
73% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 52
19% more funds holding in top 10
Funds holding in top 10: 26 → 31 (+5)
3% more funds holding
Funds holding: 836 → 859 (+23)
2% more capital invested
Capital invested by funds: $6.68B → $6.79B (+$114M)
0.51% more ownership
Funds ownership: 70.72% → 71.22% (+0.51%)
11% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 261
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$71.4M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$68M |
| 3 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$34.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$23.3M |
| 5 |
YCG
Yeomans Consulting Group
Marietta,
Georgia
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$23.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$16.5M |
| 3 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$15.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$15.9M |
| 5 |
JP Morgan Chase
New York
|
-$13M |
IJK Hedge Fund Activity: Q2 2024 in Review
859 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2024, worth a combined $6.79B — up 1.7% from $6.68B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new IJK positions and 52 closed out — a net gain of 38 holders — while 232 added to existing stakes and 261 trimmed.
The largest buyer was USA Financial Formulas, opening a new position worth an estimated $71.4M. The largest seller was World Investment Advisors, cutting an estimated $23.3M.
- 859 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2024, up from 836 in Q1 2024.
- Funds reported $6.79B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2024, up 1.7% quarter-over-quarter.
- 90 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2024 and 52 closed out, a net change of +38 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2024 was USA Financial Formulas, an estimated $71.4M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2024 was World Investment Advisors, an estimated $23.3M sold.
Based on aggregated 13F filings for Q2 2024.