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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
WHG
601
Westwood Holdings Group
Texas
$249K
HA
602
Huntleigh Advisors
Missouri
$249K -$9.73K -108 -3%
SC
603
Sapient Capital
Indiana
$249K +$90 +1 +0%
EA
604
Eclectic Associates
California
$247K
DWM
605
Dakota Wealth Management
Florida
$247K
CG
606
CFO4Life Group
Texas
$246K -$901 -10 -0.3%
SFG
607
Sage Financial Group
Pennsylvania
$246K -$9.01K -100 -3%
ACM
608
Advisors Capital Management
New Jersey
$244K +$264K +2,934 New
NW
609
NewEdge Wealth
Pennsylvania
$244K +$51.3K +570 +24%
CCM
610
Condor Capital Management
New Jersey
$242K -$811 -9 -0.3%
HIMC
611
Heritage Investors Management Corp
Maryland
$242K
CP
612
Creekside Partners
California
$241K
M
613
MOTCO
Texas
$240K
LWM
614
Lyell Wealth Management
California
$239K
RCA
615
Riverview Capital Advisers
Massachusetts
$239K
MWM
616
Modern Wealth Management
Kansas
$238K +$258K +2,863 New
AA
617
Aufman Associates
Pennsylvania
$238K
BBHC
618
Brown Brothers Harriman & Co
New York
$237K
DWM
619
David Wealth Management
Virginia
$237K +$360 +4 +0.1%
EBA
620
Eagle Bay Advisors
New York
$235K -$28.2K -313 -10%
CCT
621
Chemung Canal Trust
New York
$234K
V
622
VeraBank
Texas
$234K
WB
623
West Bancorporation
Iowa
$233K -$11.6K -129 -4%
GPA
624
Garrison Point Advisors
California
$233K -$18K -200 -7%
III
625
Independent Investors Inc
New York
$233K

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.