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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
AOWM
901
Alpha Omega Wealth Management
Virginia
-$208K -2,290 Closed
FIB
902
First Interstate Bank
Montana
-$208K -2,288 Closed
LWM
903
Liberty Wealth Management
California
-$208K -2,286 Closed
GBWM
904
Granite Bay Wealth Management
New Hampshire
-$204K -2,247 Closed
SIAS
905
Summit Investment Advisory Services
Minnesota
-$204K -2,246 Closed
FWTB
906
First Western Trust Bank
Colorado
-$204K -2,240 Closed
HCWM
907
Hidden Cove Wealth Management
Washington
-$204K -2,240 Closed
KA
908
Klingman & Associates
New York
-$204K -2,239 Closed
FFA
909
Fragasso Financial Advisors
Pennsylvania
-$203K -2,237 Closed
JSW
910
Journey Strategic Wealth
New Jersey
-$202K -2,217 Closed
GWA
911
GGM Wealth Advisors
Maryland
-$201K -2,210 Closed
CCM
912
Colorado Capital Management
Colorado
-$200K -2,199 Closed
TSMHT
913
Thurston Springer Miller Herd & Titak
Indiana
-$147K -1,615 Closed
CF
914
Centaurus Financial
California
-$137K -1,503 Closed
VWM
915
Venturi Wealth Management
Texas
-$105K -1,157 Closed
MFG
916
Menard Financial Group
Texas
-$96.8K -1,065 Closed
MA
917
Modus Advisors
Minnesota
-$69.5K -764 Closed
BCWM
918
Bartlett & Co Wealth Management
Ohio
-$59.1K -650 Closed
MCM
919
Mainstream Capital Management
California
-$54.6K -600 Closed
KIM
920
Kestra Investment Management
Texas
-$46.6K -512 Closed
BFP
921
Briaud Financial Planning
Texas
-$23K -259 Closed
OC
922
Oarsman Capital
Wisconsin
-$19.1K -210 Closed
TIM
923
Tortoise Investment Management
New York
-$16.4K -180 Closed
FA
924
Fedenia Advisers
Wisconsin
-$12.5K -138 Closed
CBT
925
CoreFirst Bank & Trust
Kansas
-$12K -132 Closed

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.