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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
PP
826
Pacifica Partners
Canada
$8.94K
T
827
Transce3nd
Texas
$8.16K
AW
828
Avion Wealth
Texas
$8K
MBFW
829
Morton Brown Family Wealth
Pennsylvania
$7.75K
GM
830
GeoWealth Management
Illinois
$7.44K
LFG
831
Larson Financial Group
Missouri
$6.66K
PWA
832
Provenance Wealth Advisors
Florida
$6.3K
PA
833
PSI Advisors
Florida
$6.25K -$54.1K -601 -89%
POIA
834
Pin Oak Investment Advisors
Texas
$6K
SC
835
Sawyer & Company
Massachusetts
$6K +$6.31K +70 +7,000%
EWM
836
EPG Wealth Management
Georgia
$6K
MWM
837
Mascoma Wealth Management
New Hampshire
$5.41K
NMG
838
New Millennium Group
Utah
$5K
RF
839
Robinswood Financial
Washington
$4.86K
SN
840
Sittner & Nelson
Oregon
$4K
SWIM
841
Smallwood Wealth Investment Management
New Jersey
$4K +$4.32K +48 New
RWML
842
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.88K +$450 +5 +12%
LWA
843
Lowe Wealth Advisors
Maryland
$3.33K
MFA
844
McClarren Financial Advisors
Pennsylvania
$3K +$7.48K +83 New
GSWM
845
Golden State Wealth Management
California
$3K +$1.98K +22 +157%
FG
846
Fairman Group
Pennsylvania
$2K
KFP
847
Keener Financial Planning
Texas
$2K
CAWM
848
Capital A Wealth Management
Pennsylvania
$1.92K +$2.07K +23 New
CIA
849
Cape Investment Advisory
Georgia
$1.67K
CJH
850
Christopher J. Hasenberg
Wisconsin
$922

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.