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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
6F
451
626 Financial
Michigan
$516K – – –
ECM
452
Evergreen Capital Management
Washington
$515K +$23K +244 +5%
NWAG
453
Net Worth Advisory Group
Utah
$514K -$3.48M -36,967 -87%
MF
454
Meridian Financial
Massachusetts
$513K -$55.6K -590 -10%
HCMT
455
Highland Capital Management (Tennessee)
Tennessee
$510K – – –
CIA
456
Capital Investment Advisors
Georgia
$509K +$10.5K +111 +2%
D
457
Dentgroup
Louisiana
$508K – – –
PFA
458
Pure Financial Advisors
California
$508K +$3.49K +37 +0.7%
GIA
459
Gladstone Institutional Advisory
Florida
$503K -$942 -10 -0.2%
MF
460
Montis Financial
Massachusetts
$501K +$492K +5,227 New
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$501K -$18.4K -195 -4%
MWM
462
Mattern Wealth Management
Kansas
$495K -$7.07K -75 -1%
HSA
463
HBK Sorce Advisory
Pennsylvania
$486K – – –
MFWP
464
Mosaic Family Wealth Partners
Missouri
$484K – – –
MWA
465
Merkkuri Wealth Advisors
New York
$479K +$754 +8 +0.2%
HTC
466
Haverford Trust Company
Pennsylvania
$477K – – –
KWA
467
Kingswood Wealth Advisors
California
$474K +$162K +1,720 +53%
MA
468
Mezzasalma Advisors
New Jersey
$470K – – –
PFA
469
Petra Financial Advisors
Colorado
$470K – – –
SFS
470
Sowell Financial Services
Arkansas
$469K +$565 +6 +0.1%
TF
471
Tompkins Financial
New York
$466K – – –
AFA
472
Allium Financial Advisors
Oregon
$464K – – –
JCM
473
Jacobi Capital Management
Pennsylvania
$461K – – –
SIC
474
Sigma Investment Counselors
Michigan
$460K -$28.5K -302 -6%
BTWM
475
Brass Tax Wealth Management
Ohio
$459K +$1.04K +11 +0.2%
17 18
19
20 21

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.