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iShares S&P Mid-Cap 400 Growth ETF
IJK

881 hedge funds and large institutions have $6.22B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 224 increasing their positions, 285 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 37

2% more funds holding

Funds holding: 867 → 881 (+14)

2% more capital invested

Capital invested by funds: $6.13B → $6.22B (+$92.9M)

1.65% less ownership

Funds ownership: 69.1% → 67.44% (-1.7%)

21% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 285

23% less funds holding in top 10

Funds holding in top 10: 13 → 10 (-3)

Holders
881
Holders Change
+14
Holders Change %
+1.61%
% of All Funds
11.56%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
65
Increased
224
Reduced
285
Closed
37
Calls
$614K
Puts
–
Net Calls
+$614K
Net Calls Change
+$141K

Top Buyers

1
SIA
Strategic Investment Advisors
Michigan
+$20.6M
2
UBS Group
UBS Group
Switzerland
+$9.52M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.17M
4
DADC
D.A. Davidson & Co
Montana
+$4.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.71M

Top Sellers

1
WIA
World Investment Advisors
California
-$40M
2
MWA
Midland Wealth Advisors
Illinois
-$36.6M
3
Bank of America
Bank of America
North Carolina
-$20.6M
4
AAP
Arax Advisory Partners
Colorado
-$18.9M
5
Morgan Stanley
Morgan Stanley
New York
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
326
Chicago Partners Investment Group
Illinois
$916K +$471 +5 +0.1%
VVP
327
Venture Visionary Partners
Ohio
$887K +$16.1K +171 +2%
Fayez Sarofim & Co
328
Fayez Sarofim & Co
Texas
$887K – – –
FA
329
Financial Alternatives
California
$871K – – –
SAG
330
SageView Advisory Group
California
$870K -$3.02K -32 -0.4%
OC
331
Oakworth Capital
Alabama
$867K – – –
CIC
332
Chilton Investment Company
Connecticut
$865K +$124K +1,320 +17%
BlackRock
333
BlackRock
New York
$862K -$237K -2,515 -22%
AWM
334
Avior Wealth Management
Nebraska
$861K +$2.35K +25 +0.3%
AF
335
Advisornet Financial
Minnesota
$860K -$112K -1,188 -12%
TI
336
Truepoint Inc
Ohio
$856K +$377 +4 +0%
NAM
337
NTV Asset Management
West Virginia
$855K -$37.7K -400 -4%
BEI
338
Benjamin Edwards Inc
Missouri
$853K +$76.5K +812 +10%
KFP
339
KMG Fiduciary Partners
Ohio
$849K – – –
FC
340
Fairscale Capital
New Hampshire
$837K – – –
TWM
341
Topsail Wealth Management
North Carolina
$833K -$1.13K -12 -0.1%
AEPWM
342
Atlantic Edge Private Wealth Management
Florida
$823K – – –
QCM
343
Quantinno Capital Management
New York
$819K +$208K +2,208 +35%
TF
344
Tudor Financial
Ohio
$812K – – –
BOPW
345
Brandywine Oak Private Wealth
Pennsylvania
$807K -$48.4K -514 -6%
WF
346
Welch & Forbes
Massachusetts
$806K -$1.88K -20 -0.2%
FPAS
347
Focus Partners Advisor Solutions
Missouri
$791K -$288K -3,061 -27%
BIM
348
Bridges Investment Management
Nebraska
$788K – – –
CWAG
349
Compton Wealth Advisory Group
Virginia
$777K +$8.95K +95 +1%
PWM
350
Perigon Wealth Management
California
$775K -$200K -2,123 -21%
12 13
14
15 16

IJK Hedge Fund Activity: Q3 2025 in Review

881 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q3 2025, worth a combined $6.22B — up 1.5% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IJK positions and 37 closed out — a net gain of 28 holders — while 224 added to existing stakes and 285 trimmed.

The largest buyer was Strategic Investment Advisors, opening a new position worth an estimated $20.6M. The largest seller was World Investment Advisors, cutting an estimated $40M.

  • 881 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q3 2025, up from 867 in Q2 2025.
  • Funds reported $6.22B of iShares S&P Mid-Cap 400 Growth ETF stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 65 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q3 2025 and 37 closed out, a net change of +28 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q3 2025 was Strategic Investment Advisors, an estimated $20.6M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q3 2025 was World Investment Advisors, an estimated $40M sold.

Based on aggregated 13F filings for Q3 2025.