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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
IIL
576
Insight Inv LLC
California
$280K
BWA
577
BlueChip Wealth Advisors
Georgia
$279K
AFM
578
Armstrong Fleming & Moore
District of Columbia
$278K +$301K +3,342 New
CPW
579
Cove Private Wealth
New York
$274K +$36K +400 +14%
PCS
580
Personal CFO Solutions
New Jersey
$274K +$270 +3 +0.1%
CFA
581
Cahill Financial Advisors
Minnesota
$272K +$90 +1 +0%
CWM
582
Cornerstone Wealth Management
Missouri
$272K
FLP
583
Financial Life Planners
Arizona
$270K -$30.3K -336 -9%
KWA
584
Kingswood Wealth Advisors
California
$268K +$290K +3,220 New
SNBOSD
585
Security National Bank of So Dak
Iowa
$266K
MGIA
586
Matthew Goff Investment Advisor
Texas
$266K
IC
587
IEQ Capital
California
$263K +$360 +4 +0.1%
DC
588
Destiny Capital
Colorado
$260K +$50K +555 +22%
PMFA
589
Plante Moran Financial Advisors
Michigan
$260K
DWM
590
Diversify Wealth Management
Utah
$260K +$90 +1 +0%
MAM
591
MMA Asset Management
Pennsylvania
$260K
BFS
592
Bradley Foster & Sargent
Connecticut
$259K -$9.01K -100 -3%
NS
593
NBC Securities
Alabama
$258K +$279K +3,098 +103,267%
Allspring Global Investments
594
Allspring Global Investments
North Carolina
$258K -$480K -5,327 -63%
B
595
Bailard
California
$256K -$22.6K -251 -8%
CCA
596
Clearwater Capital Advisors
Illinois
$253K
IFWM
597
Institute for Wealth Management
Colorado
$253K
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
$252K +$4.5K +50 +2%
CWM
599
Connecticut Wealth Management
Connecticut
$250K
BAAM
600
Baker Avenue Asset Management
California
$249K +$24.2K +269 +10%

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.