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iShares S&P Mid-Cap 400 Growth ETF

868 hedge funds and large institutions have $6.13B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 206 increasing their positions, 311 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

2% more funds holding

Funds holding: 853868 (+15)

3% more capital invested

Capital invested by funds: $5.93B → $6.13B (+$193M)

0.98% less ownership

Funds ownership: 70.08%69.1% (-0.98%)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

34% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 311

Holders
868
Holders Change
+15
Holders Change %
+1.76%
% of All Funds
11.43%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
79
Increased
206
Reduced
311
Closed
55
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
626
Horizon Wealth Management
Illinois
$251K
Russell Investments Group
627
Russell Investments Group
United Kingdom
$250K -$3.25K -38 -1%
EBA
628
Eagle Bay Advisors
New York
$250K -$6.25K -73 -3%
CB
629
CNB Bank
Pennsylvania
$249K
FCCM
630
First City Capital Management
Georgia
$249K
IIC
631
Ironwood Investment Counsel
Arizona
$248K
EFS
632
Essex Financial Services
Connecticut
$248K +$9.59K +112 +4%
GMFG
633
Greater Midwest Financial Group
Minnesota
$247K +$343 +4 +0.1%
GPA
634
Garrison Point Advisors
California
$246K -$8.56K -100 -4%
HNWAG
635
High Net Worth Advisory Group
Florida
$246K
CWS
636
Confluence Wealth Services
Pennsylvania
$243K
AMG
637
Advisors Management Group
Wisconsin
$243K
TAM
638
Townsend Asset Management
North Carolina
$243K
PFA
639
Plotkin Financial Advisors
Maryland
$241K
BFS
640
Bradley Foster & Sargent
Connecticut
$237K -$42.8K -500 -16%
PPWM
641
Paragon Private Wealth Management
Kentucky
$236K
LIM
642
Leavell Investment Management
Alabama
$234K
TCM
643
Traynor Capital Management
Pennsylvania
$234K +$218K +2,550 New
LCM
644
Lazari Capital Management
California
$233K -$7.79K -91 -3%
FOFP
645
Fee-Only Financial Planning
South Carolina
$233K
TCA
646
Trifecta Capital Advisors
Illinois
$231K
MI
647
Moneywise Inc
Virginia
$230K +$171 +2 +0.1%
DIP
648
DT Investment Partners
Pennsylvania
$229K
TFA
649
Teamwork Financial Advisors
Texas
$229K -$18K -210 -8%
NL
650
NWAM LLC
Washington
$226K +$211K +2,465 New

IJK Hedge Fund Activity: Q2 2025 in Review

868 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2025, worth a combined $6.13B — up 3.3% from $5.93B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IJK positions and 55 closed out — a net gain of 24 holders — while 206 added to existing stakes and 311 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $38.7M. The largest seller was Main Management ETF Advisors, exiting entirely with an estimated $195M sold.

  • 868 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2025, up from 853 in Q1 2025.
  • Funds reported $6.13B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 79 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2025 and 55 closed out, a net change of +24 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2025 was World Investment Advisors, an estimated $38.7M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2025 was Main Management ETF Advisors, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2025.