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iShares S&P Mid-Cap 400 Growth ETF

853 hedge funds and large institutions have $5.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $83K | Put options by funds: $57K

0.35% more ownership

Funds ownership: 69.73%70.08% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 264

5% less funds holding

Funds holding: 900853 (-47)

13% less capital invested

Capital invested by funds: $6.81B → $5.93B (-$882M)

43% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 76

Holders
853
Holders Change
-47
Holders Change %
-5.22%
% of All Funds
11.44%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
253
Reduced
264
Closed
76
Calls
$83K
Puts
$57K
Net Calls
+$26K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
251
RKL Wealth Management
Pennsylvania
$1.27M +$721 +8 +0.1%
ANTB
252
AMG National Trust Bank
Colorado
$1.26M +$76.6K +850 +6%
FF
253
Finley Financial
Nevada
$1.25M
MMHP
254
Murphy Middleton Hinkle & Parker
Georgia
$1.25M +$65.2K +724 +5%
AHC
255
Anderson Hoagland & Co
Missouri
$1.22M
SC
256
SouthState Corp
Florida
$1.22M +$713K +7,911 +118%
KA
257
Kozak & Associates
Colorado
$1.22M -$19.1K -212 -1%
PS
258
Principal Securities
Iowa
$1.22M +$55.8K +619 +5%
EIP
259
Ellis Investment Partners
Pennsylvania
$1.21M -$45K -499 -3%
LIA
260
LBMC Investment Advisors
Tennessee
$1.21M +$540 +6 +0%
IWM
261
IHT Wealth Management
Illinois
$1.21M -$11.2K -124 -0.8%
USCWA
262
U.S. Capital Wealth Advisors
Texas
$1.19M +$336K +3,727 +35%
DWP
263
Daymark Wealth Partners
Ohio
$1.18M +$1.62K +18 +0.1%
MWM
264
Meridian Wealth Management
Kentucky
$1.17M +$16.8K +186 +1%
AA
265
Argent Advisors
Louisiana
$1.17M +$317K +3,518 +33%
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$1.16M -$21K -233 -2%
PAI
267
Pittenger & Anderson Inc
Nebraska
$1.15M
PWAM
268
Private Wealth Asset Management
Iowa
$1.15M +$1.24M +13,760 New
WMWM
269
Whitaker-Myers Wealth Managers
Ohio
$1.13M +$235K +2,608 +24%
NAAA
270
New Age Alpha Advisors
New York
$1.13M +$1.22M +13,542 New
YIA
271
YHB Investment Advisors
Connecticut
$1.12M -$36K -400 -3%
CHC
272
City Holding Co
West Virginia
$1.11M +$19.2K +213 +2%
PCA
273
Pallas Capital Advisors
Massachusetts
$1.1M -$4.5K -50 -0.4%
WP
274
WealthShield Partners
North Carolina
$1.1M -$14.9K -165 -1%
MSWM
275
Mowery & Schoenfeld Wealth Management
Illinois
$1.1M

IJK Hedge Fund Activity: Q1 2025 in Review

853 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2025, worth a combined $5.93B — down 13% from $6.81B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of IJK and 43 opened new positions — a net loss of 33 holders — while 264 trimmed existing stakes and 253 added.

The largest buyer was Fidelity Investments, adding an estimated $28.3M. The largest seller was World Investment Advisors, cutting an estimated $34.3M.

  • 853 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2025, down from 900 in Q4 2024.
  • Funds reported $5.93B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 43 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2025 and 76 closed out, a net change of -33 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2025 was Fidelity Investments, an estimated $28.3M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2025 was World Investment Advisors, an estimated $34.3M sold.

Based on aggregated 13F filings for Q1 2025.