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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
RA
426
RFG Advisory
Alabama
$515K +$13.2K +147 +2%
WPW
427
Waldron Private Wealth
Pennsylvania
$511K
OPWM
428
Oxinas Partners Wealth Management
Indiana
$509K -$101K -1,125 -16%
MAWCM
429
Mine & Arao Wealth Creation & Management
California
$505K +$360 +4 +0.1%
MWM
430
Mission Wealth Management
California
$504K +$58.5K +649 +12%
PFG
431
Pinnacle Financial Group
Illinois
$499K +$180 +2 +0%
KBFS
432
Kohmann Bosshard Financial Services
Ohio
$491K
IA
433
IFG Advisors
Missouri
$490K
MF
434
Meridian Financial
Massachusetts
$489K +$20.1K +223 +4%
SJGA
435
Stephen J. Garry & Associates
New York
$488K
IWN
436
Independent Wealth Network
Iowa
$485K -$9.91K -110 -2%
VA
437
VestGen Advisors
Illinois
$479K +$519K +5,757 New
MWM
438
Mattern Wealth Management
Kansas
$477K +$18.7K +208 +4%
HSA
439
HBK Sorce Advisory
Pennsylvania
$476K
HTIM
440
Harbour Trust & Investment Management
Indiana
$475K -$9.01K -100 -2%
WA
441
Wealthstream Advisors
New York
$475K
DTC
442
Davidson Trust Company
Washington
$475K +$15K +167 +3%
FT
443
Fiduciary Trust
Massachusetts
$470K +$124K +1,373 +32%
WB
444
WesBanco Bank
West Virginia
$468K +$183K +2,027 +56%
TFS
445
Thoroughbred Financial Services
Tennessee
$468K
AAP
446
Arax Advisory Partners
Colorado
$467K +$721 +8 +0.1%
UCFA
447
United Capital Financial Advisors
Texas
$464K -$25.9K -288 -5%
HH
448
Hilltop Holdings
Texas
$462K -$13.1K -145 -3%
GWA
449
Geometric Wealth Advisors
District of Columbia
$461K
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K -$49.5K -550 -9%

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.