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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
FOFP
651
Fee-Only Financial Planning
South Carolina
$213K
NCTC
652
New Covenant Trust Company
Indiana
$212K +$230K +2,552 New
TCA
653
Trifecta Capital Advisors
Illinois
$212K
MI
654
Moneywise Inc
Virginia
$210K +$270 +3 +0.1%
DIP
655
DT Investment Partners
Pennsylvania
$210K
BSI
656
Bennett Selby Investments
Maine
$209K -$42.8K -475 -16%
SAM
657
Strive Asset Management
Ohio
$208K -$62.9K -698 -22%
SIC
658
Sterling Investment Counsel
New York
$207K +$224K +2,485 New
EW
659
Elyxium Wealth
California
$207K
RIM
660
Rockbridge Investment Management
New York
$206K -$14.9K -165 -6%
LG
661
LaFleur & Godfrey
Michigan
$204K
BOJHT
662
Bank of Jackson Hole Trust
Wyoming
$204K
CD
663
Chapin Davis
Maryland
$204K
BCI
664
Brinker Capital Investments
Pennsylvania
$202K +$14.9K +165 +7%
OPS
665
Orion Portfolio Solutions
Nebraska
$202K +$14.9K +165 +7%
SMC
666
Smith, Moore & Co
Missouri
$202K
SWA
667
Strategies Wealth Advisors
Michigan
$201K
ICM
668
IMS Capital Management
Oregon
$201K
JEST
669
JTC Employer Solutions Trustee
Jersey
$196K
CT
670
Clearstead Trust
Maine
$192K +$67.3K +747 +48%
WWM
671
Wolff Wiese Magana
California
$190K
AIA
672
Arcadia Investment Advisors
Idaho
$187K
NC
673
North Capital
Utah
$186K +$201K +2,228 New
NEWAS
674
N.E.W. Advisory Services
Wisconsin
$181K +$196K +2,179 New
NSG
675
Nalls Sherbakoff Group
Tennessee
$181K +$196K +2,176 New

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.