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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
Morgan Stanley
1
Morgan Stanley
New York
$623M +$3.74M +41,794 +0.6%
Wells Fargo
2
Wells Fargo
California
$621M -$28M -312,638 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$345M +$1.97M +21,981 +0.6%
Bank of America
4
Bank of America
North Carolina
$341M +$31.7M +354,008 +11%
MMEA
5
Main Management ETF Advisors
California
$278M +$6.63M +74,120 +3%
UBS Group
6
UBS Group
Switzerland
$204M +$3.6M +40,250 +2%
Goldman Sachs
7
Goldman Sachs
New York
$189M -$124M -1,384,774 -40%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$180M +$3.29M +36,837 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$158M +$6.95M +77,735 +5%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$157M -$87.7M -980,734 -36%
Ameriprise
11
Ameriprise
Minnesota
$135M +$3M +33,527 +2%
Financial Engines Advisors
12
Financial Engines Advisors
California
$131M -$8.45M -94,468 -6%
LPL Financial
13
LPL Financial
California
$116M -$16.2M -181,527 -13%
RJA
14
Raymond James & Associates
Florida
$115M +$2.9M +32,432 +3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$95.1M +$16.9M +188,909 +22%
DADC
16
D.A. Davidson & Co
Montana
$92.6M +$1.5M +16,720 +2%
Northern Trust
17
Northern Trust
Illinois
$90.1M +$3.94M +44,113 +5%
UFF
18
USA Financial Formulas
Michigan
$77.5M +$3.17M +35,500 +4%
MM
19
Main Management
California
$77M +$106K +1,182 +0.1%
MWA
20
Midland Wealth Advisors
Illinois
$76.7M -$578K -6,459 -0.8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$72.2M +$14.5M +161,811 +26%
MCM
22
MAI Capital Management
Ohio
$68.9M -$716K -8,006 -1%
MWM
23
Modern Wealth Management
Kansas
$67.8M -$2.79M -31,192 -4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$64.8M -$1.32M -14,777 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$63.2M +$1.49M +16,702 +2%

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.