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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
SA
726
Strategic Advocates
Utah
$137K +$135K +1,431 New
AFWM
727
Abich Financial Wealth Management
Virginia
$135K +$133K +1,411 New
RP
728
Rice Partnership
Hawaii
$133K +$65.5K +695 +100%
S
729
SignatureFD
Georgia
$130K – – –
WB
730
Webster Bank
Connecticut
$130K – – –
CTC
731
Central Trust Company
Missouri
$129K +$99.4K +1,055 +368%
SAM
732
S.A. Mason
Michigan
$128K – – –
PP
733
PFS Partners
New Jersey
$128K – – –
FP
734
Financial Perspectives
Minnesota
$124K +$26.3K +279 +28%
MA
735
Montag & Associates
Georgia
$120K – – –
MSG
736
Main Street Group
Virginia
$119K – – –
HCM
737
Horrell Capital Management
Arkansas
$117K – – –
CPA
738
Cardiff Park Advisors
California
$115K – – –
SWP
739
Strategic Wealth Partners
Ohio
$112K – – –
SIC
740
Salem Investment Counselors
North Carolina
$112K – – –
SWP
741
SIMA Wealth Partners
Virginia
$109K -$5.18K -55 -5%
FCMT
742
Founders Capital Management (Texas)
Texas
$108K – – –
WAG
743
Windsor Advisory Group
Ohio
$103K – – –
DFA
744
DHJJ Financial Advisors
Illinois
$102K -$19.1K -203 -16%
BFPW
745
BOK Financial Private Wealth
Colorado
$99.2K +$6.97K +74 +8%
ACA
746
Aptus Capital Advisors
Alabama
$97.3K +$94 +1 +0.1%
DF
747
Dunhill Financial
United Kingdom
$96.4K +$94 +1 +0.1%
RFA
748
Register Financial Advisors
Georgia
$95.9K -$28.3K -300 -23%
AssetMark Inc
749
AssetMark Inc
California
$94.5K -$178K -1,888 -66%
EPW
750
Evergreen Private Wealth
Colorado
$92.7K +$94 +1 +0.1%
28 29
30
31 32

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.