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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
DC
551
Destiny Capital
Colorado
$340K +$19.5K +207 +6%
FWP
552
FAS Wealth Partners
Kansas
$337K +$5.46K +58 +2%
BHBT
553
Burke & Herbert Bank & Trust
Virginia
$335K – – –
MCM
554
MV Capital Management
Maryland
$334K – – –
TCBWMS
555
Texas Capital Bank Wealth Management Services
Texas
$334K – – –
AIA
556
Ally Invest Advisors
North Carolina
$333K -$8.76K -93 -3%
PFBT
557
Parkside Financial Bank & Trust
Missouri
$331K – – –
SCA
558
Sandy Cove Advisors
Massachusetts
$329K +$188 +2 +0.1%
NIM
559
Northeast Investment Management
Massachusetts
$326K – – –
BOJHT
560
Bank of Jackson Hole Trust
Wyoming
$325K – – –
AA
561
Ancora Advisors
Ohio
$325K -$848 -9 -0.3%
WCP
562
Wick Capital Partners
Pennsylvania
$324K -$2.05M -21,784 -87%
WLPWM
563
Walled Lake Planning & Wealth Management
Illinois
$321K -$7.16K -76 -2%
PCS
564
Personal CFO Solutions
New Jersey
$316K +$377 +4 +0.1%
BFS
565
Bradley Foster & Sargent
Connecticut
$316K +$64.8K +688 +26%
AT
566
American Trust
Kentucky
$316K -$8.86K -94 -3%
CPW
567
Cove Private Wealth
New York
$315K – – –
WAP
568
Wealthcare Advisory Partners
Pennsylvania
$315K -$14K -149 -4%
CFA
569
Cahill Financial Advisors
Minnesota
$314K – – –
PA
570
Probity Advisors
Texas
$313K – – –
SFB
571
STAR Financial Bank
Indiana
$311K -$25.9K -275 -8%
RIS
572
Richmond Investment Services
Wisconsin
$311K -$59.8K -635 -16%
MMA
573
Miracle Mile Advisors
California
$309K -$20.2K -214 -6%
EPM
574
Elm Partners Management
Pennsylvania
$308K +$302K +3,209 New
HFA
575
High Falls Advisors
New York
$307K – – –
21 22
23
24 25

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.