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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
SWA
551
Stratos Wealth Advisors
Ohio
$302K +$90 +1 +0%
TWM
552
Trueblood Wealth Management
Ohio
$301K
MA
553
MKT Advisors
California
$301K
HFA
554
High Falls Advisors
New York
$300K -$18K -200 -5%
MFA
555
Mayflower Financial Advisors
Massachusetts
$299K
AAS
556
Annex Advisory Services
Wisconsin
$296K
SG
557
Stanich Group
New York
$296K +$540 +6 +0.2%
KIA
558
KCM Investment Advisors
California
$296K +$26.1K +290 +9%
PA
559
Probity Advisors
Texas
$295K
TNB
560
Thomasville National Bank
Georgia
$295K -$270 -3 -0.1%
BHBT
561
Burke & Herbert Bank & Trust
Virginia
$291K
BCA
562
Bay Colony Advisors
Massachusetts
$290K +$90 +1 +0%
FWP
563
FAS Wealth Partners
Kansas
$289K -$901 -10 -0.3%
WLPWM
564
Walled Lake Planning & Wealth Management
Illinois
$288K -$9.91K -110 -3%
PFBT
565
Parkside Financial Bank & Trust
Missouri
$288K -$18K -200 -5%
DC
566
Davenport & Co
Virginia
$287K -$16.9K -188 -5%
SCA
567
Sandy Cove Advisors
Massachusetts
$285K +$180 +2 +0.1%
RZH
568
Relyea Zuckerberg Hanson
Connecticut
$285K +$360 +4 +0.1%
FTC
569
Farmers Trust Company
Ohio
$285K
SHWM
570
Smith & Howard Wealth Management
Georgia
$284K
TW
571
Transform Wealth
Colorado
$284K -$3.33K -37 -1%
SFA
572
Sequoia Financial Advisors
Ohio
$283K +$56.8K +630 +23%
NIM
573
Northeast Investment Management
Massachusetts
$283K
AA
574
Ancora Advisors
Ohio
$283K
WCP
575
Wick Capital Partners
Pennsylvania
$282K

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.