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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
SWC
501
Spectrum Wealth Counsel
Indiana
$367K
TAM
502
Tocqueville Asset Management
New York
$367K
RSA
503
River Street Advisors
Illinois
$367K -$33.9K -376 -8%
NCM
504
NCM Capital Management
New Jersey
$365K
JFGLC
505
Johnson Financial Group LLC (Colorado)
Colorado
$362K +$391K +4,342 New
CWM
506
ClientFirst Wealth Management
Arkansas
$360K
HP
507
Holistic Planning
Texas
$360K -$15.3K -170 -4%
SWM
508
SeaCrest Wealth Management
New York
$358K +$180 +2 +0%
VPP
509
Vertex Planning Partners
Illinois
$356K
BHWM
510
Bar Harbor Wealth Management
New Hampshire
$356K -$63.9K -709 -14%
SAF
511
Smith Anglin Financial
Texas
$353K -$29.3K -325 -7%
DA
512
Doliver Advisors
Texas
$350K -$8.11K -90 -2%
AWM
513
AE Wealth Management
Kansas
$348K -$107K -1,193 -22%
IIC
514
Integrated Investment Consultants
Michigan
$348K +$360 +4 +0.1%
ET
515
Equitable Trust
Tennessee
$346K +$1.89K +21 +0.5%
DA
516
Dover Advisors
Virginia
$346K +$87.1K +967 +30%
FCP
517
Fidelis Capital Partners
Florida
$345K
ITIM
518
Indiana Trust & Investment Management
Indiana
$345K
TWP
519
Total Wealth Planning
Ohio
$344K +$90 +1 +0%
VIA
520
Vickerman Investment Advisors
Washington
$344K
LW
521
Linscomb Wealth
Texas
$342K
B
522
Bensler
Washington
$342K
ATFA
523
All Terrain Financial Advisors
Minnesota
$340K -$20.3K -225 -5%
AI
524
Accredited Investors
Minnesota
$340K +$84K +932 +30%
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$340K +$14.2K +158 +4%

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.