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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
BCA
526
Bay Colony Advisors
Massachusetts
$367K +$32.5K +345 +10%
Koshinski Asset Management
527
Koshinski Asset Management
Illinois
$366K – – –
GWM
528
Geneos Wealth Management
Colorado
$365K -$25.2K -268 -7%
FPGK
529
Financial Partners Group (Kansas)
Kansas
$365K +$94 +1 +0%
CAM
530
Congress Asset Management
Massachusetts
$365K -$35.6K -378 -9%
KPWS
531
Kestra Private Wealth Services
Texas
$365K -$2.26K -24 -0.6%
LW
532
Linscomb Wealth
Texas
$364K -$15.2K -161 -4%
Fisher Asset Management
533
Fisher Asset Management
Washington
$362K +$356K +3,776 New
HCM
534
HMS Capital Management
Tennessee
$362K -$143K -1,521 -29%
IBOK
535
Independence Bank of Kentucky
Kentucky
$361K – – –
AWA
536
ARQ Wealth Advisors
Arizona
$360K – – –
HCP
537
Holt Capital Partners
Texas
$359K – – –
IA
538
Insight Advisors
Pennsylvania
$357K – – –
BCA
539
Bay Capital Advisors
Virginia
$357K – – –
CPSC
540
Carl P. Sherr & Co
Massachusetts
$356K -$6.12K -65 -2%
B
541
Bensler
Washington
$355K -$37.6K -399 -10%
JFGLC
542
Johnson Financial Group LLC (Colorado)
Colorado
$354K – – –
DIM
543
Delta Investment Management
California
$349K +$94 +1 +0%
GWS
544
Glassman Wealth Services
Virginia
$349K – – –
SWA
545
Stratos Wealth Advisors
Ohio
$348K +$188 +2 +0.1%
TWM
546
Trueblood Wealth Management
Ohio
$348K +$471 +5 +0.1%
AI
547
Accredited Investors
Minnesota
$346K -$23.4K -248 -6%
MFA
548
Mayflower Financial Advisors
Massachusetts
$344K – – –
BWP
549
Balboa Wealth Partners
Arizona
$343K +$337K +3,580 New
KIA
550
KCM Investment Advisors
California
$340K – – –
20 21
22
23 24

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.