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iShares S&P Mid-Cap 400 Growth ETF

868 hedge funds and large institutions have $6.13B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 206 increasing their positions, 311 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

2% more funds holding

Funds holding: 853868 (+15)

3% more capital invested

Capital invested by funds: $5.93B → $6.13B (+$193M)

0.98% less ownership

Funds ownership: 70.08%69.1% (-0.98%)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

34% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 311

Holders
868
Holders Change
+15
Holders Change %
+1.76%
% of All Funds
11.43%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
79
Increased
206
Reduced
311
Closed
55
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
351
Atlantic Edge Private Wealth Management
Florida
$781K
TTWM
352
TCV Trust & Wealth Management
Virginia
$778K -$23.5K -275 -3%
GL
353
Graypoint LLC
New York
$771K -$7.28K -85 -1%
TF
354
Tudor Financial
Ohio
$771K
WF
355
Welch & Forbes
Massachusetts
$766K
HSWM
356
Hubbell Strickland Wealth Management
Louisiana
$759K -$21.2K -247 -3%
BIM
357
Bridges Investment Management
Nebraska
$747K -$13.3K -155 -2%
FHC
358
First Heartland Consultants
Missouri
$745K -$22.1K -258 -3%
BEI
359
Benjamin Edwards Inc
Missouri
$736K +$159K +1,851 +30%
OWA
360
Outlook Wealth Advisors
Texas
$734K -$70.6K -824 -9%
GCM
361
Gables Capital Management
Florida
$729K
CWAG
362
Compton Wealth Advisory Group
Virginia
$728K -$28.7K -335 -4%
HW
363
Hancock Whitney
Mississippi
$720K -$7.71K -90 -1%
CGA
364
Crescent Grove Advisors
Illinois
$720K -$28.9K -338 -4%
DCA
365
DSG Capital Advisors
Minnesota
$714K
CL
366
Choreo LLC
Illinois
$713K +$9.33K +109 +1%
CCM
367
Corsair Capital Management
New York
$713K
MPIA
368
Milestones Private Investment Advisors
New York
$711K +$669K +7,811 New
MA
369
Marquette Associates
Illinois
$701K -$239K -2,793 -27%
TBT
370
Texas Bank & Trust
Texas
$701K -$44.3K -517 -6%
CIC
371
Chilton Investment Company
Connecticut
$701K +$659K +7,700 New
PWA
372
Peterson Wealth Advisors
Utah
$688K -$60.8K -710 -9%
AIM
373
Allen Investment Management
New York
$687K
PCH
374
PGIM Custom Harvest
New Jersey
$687K -$43.2K -504 -6%
GT
375
Glenview Trust
Kentucky
$686K +$47.7K +557 +8%

IJK Hedge Fund Activity: Q2 2025 in Review

868 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2025, worth a combined $6.13B — up 3.3% from $5.93B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IJK positions and 55 closed out — a net gain of 24 holders — while 206 added to existing stakes and 311 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $38.7M. The largest seller was Main Management ETF Advisors, exiting entirely with an estimated $195M sold.

  • 868 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2025, up from 853 in Q1 2025.
  • Funds reported $6.13B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 79 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2025 and 55 closed out, a net change of +24 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2025 was World Investment Advisors, an estimated $38.7M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2025 was Main Management ETF Advisors, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2025.