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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
AWA
351
Amplius Wealth Advisors
Pennsylvania
$722K +$120K +1,336 +18%
HSWM
352
Hubbell Strickland Wealth Management
Louisiana
$715K +$540 +6 +0.1%
AEPWM
353
Atlantic Edge Private Wealth Management
Florida
$715K -$3.6K -40 -0.5%
GL
354
Graypoint LLC
New York
$713K -$7.03K -78 -0.9%
TF
355
Tudor Financial
Ohio
$706K
FHC
356
First Heartland Consultants
Missouri
$704K -$593K -6,578 -44%
WF
357
Welch & Forbes
Massachusetts
$701K
BIM
358
Bridges Investment Management
Nebraska
$697K -$23.4K -260 -3%
CWAG
359
Compton Wealth Advisory Group
Virginia
$694K +$4.05K +45 +0.5%
PPW
360
Presilium Private Wealth
Pennsylvania
$689K -$142K -1,579 -16%
CGA
361
Crescent Grove Advisors
Illinois
$687K -$4.95K -55 -0.7%
QCM
362
Quantinno Capital Management
New York
$687K -$3.24K -36 -0.4%
TBT
363
Texas Bank & Trust
Texas
$685K -$5.5K -61 -0.7%
MBT
364
Montecito Bank & Trust
California
$678K
FC
365
Fairscale Capital
New Hampshire
$672K +$57.2K +635 +9%
PCH
366
PGIM Custom Harvest
New Jersey
$671K +$11.9K +132 +2%
OWA
367
Octavia Wealth Advisors
Ohio
$669K +$721 +8 +0.1%
GCM
368
Gables Capital Management
Florida
$668K
HW
369
Hancock Whitney
Mississippi
$667K -$121K -1,346 -14%
IFG
370
Independent Financial Group
California
$659K -$1.08M -12,025 -60%
CAS
371
Coppell Advisory Solutions
Texas
$658K +$318K +3,532 +4,205%
DCA
372
DSG Capital Advisors
Minnesota
$654K
CCM
373
Corsair Capital Management
New York
$652K
CL
374
Choreo LLC
Illinois
$644K +$42.8K +475 +7%
AIM
375
Allen Investment Management
New York
$629K

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.