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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
HighTower Advisors
26
HighTower Advisors
Illinois
$46.8M +$674K +7,477 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$46M +$1.58M +17,511 +3%
Cerity Partners
28
Cerity Partners
New York
$44.2M +$2.07M +22,925 +5%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$43.5M -$310K -3,436 -0.7%
BF
30
BOK Financial
Oklahoma
$41.9M +$71.6K +795 +0.2%
JIC
31
Joel Isaacson & Co
New York
$41.1M +$854K +9,481 +2%
WSFS
32
Wilmington Savings Fund Society
Delaware
$39.5M -$424K -4,706 -1%
RFC
33
Regions Financial Corp
Alabama
$36.5M -$307K -3,405 -0.8%
Truist Financial
34
Truist Financial
North Carolina
$35.5M -$2.54M -28,227 -6%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$32.6M +$23.7M +263,621 +205%
MP
36
Moment Partners
California
$32.1M -$390K -4,332 -1%
SPIA
37
Steward Partners Investment Advisory
New York
$26.8M +$4.67M +51,835 +19%
Mariner
38
Mariner
Kansas
$26.1M -$5.35M -59,370 -16%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$25.8M +$3.39M +37,589 +14%
IWA
40
Inspirion Wealth Advisors
Illinois
$25M +$3.19M +35,395 +13%
SC
41
Savant Capital
Illinois
$22.5M -$181K -2,012 -0.7%
CC
42
Courier Capital
New York
$22.3M +$386K +4,285 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$21.7M -$323K -3,584 -1%
AG
44
AlTi Global
New York
$21.4M -$242K -2,682 -1%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$21.2M -$1.43M -15,889 -6%
CAL
46
Capital Advisors Ltd
Ohio
$18.7M -$761K -8,451 -4%
SFI
47
SPC Financial Inc
Maryland
$18.7M +$243K +2,701 +1%
SSB
48
Sandy Spring Bank
Maryland
$18.7M +$5.01M +55,616 +33%
EH
49
Equitable Holdings
New York
$18.5M +$7.37M +81,844 +58%
Stifel Financial
50
Stifel Financial
Missouri
$17.7M +$116K +1,285 +0.6%

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.