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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
TIAA Trust, National Association
326
TIAA Trust, National Association
North Carolina
$826K -$7.12K -79 -0.8%
WWM
327
Western Wealth Management
Colorado
$821K +$568K +6,309 +178%
TCBWMS
328
Texas Capital Bank Wealth Management Services
Texas
$814K
SCM
329
SOL Capital Management
Maryland
$809K
BPA
330
Beacon Pointe Advisors
California
$809K +$4.77K +53 +0.5%
CPIG
331
Chicago Partners Investment Group
Illinois
$805K +$90 +1 +0%
HCA
332
Harbour Capital Advisors
Virginia
$803K
AB
333
Atlas Brown
Kentucky
$799K -$2.61K -29 -0.3%
AWP
334
Axis Wealth Partners
Rhode Island
$798K +$148K +1,646 +21%
AWM
335
Avior Wealth Management
Nebraska
$791K -$11.2K -124 -1%
RA
336
Ruggaard & Associates
Ohio
$784K
GAM
337
Griffin Asset Management
New York
$781K -$1.35K -15 -0.2%
SAG
338
SageView Advisory Group
California
$777K -$13.2K -146 -2%
NAM
339
NTV Asset Management
West Virginia
$776K -$144K -1,600 -15%
SF
340
Synovus Financial
Georgia
$770K -$18.1K -201 -2%
Fayez Sarofim & Co
341
Fayez Sarofim & Co
Texas
$770K -$63.1K -700 -7%
TI
342
Truepoint Inc
Ohio
$758K +$7.57K +84 +0.9%
FA
343
Financial Alternatives
California
$757K
OC
344
Oakworth Capital
Alabama
$753K
BOPW
345
Brandywine Oak Private Wealth
Pennsylvania
$744K
OWA
346
Outlook Wealth Advisors
Texas
$740K
KFP
347
KMG Fiduciary Partners
Ohio
$737K +$5.95K +66 +0.8%
TTWM
348
TCV Trust & Wealth Management
Virginia
$735K
AAG
349
Armstrong Advisory Group
Massachusetts
$734K
TWM
350
Topsail Wealth Management
North Carolina
$725K +$101K +1,120 +15%

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.