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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
MSA
101
McAlister Sweet & Associates
Texas
$5.75M +$6.22M +69,061 New
FCFC
102
First Citizens Financial Corp
Iowa
$5.73M +$29.9K +332 +0.5%
GIM
103
Goelzer Investment Management
Indiana
$5.71M -$8.56K -95 -0.1%
HWM
104
HB Wealth Management
Georgia
$5.54M +$629K +6,985 +12%
CA
105
Centerpoint Advisors
Massachusetts
$5.54M -$278K -3,085 -4%
AWS
106
Atria Wealth Solutions
New York
$5.46M -$1.26M -14,000 -18%
SA
107
Sanctuary Advisors
Indiana
$5.39M +$125K +1,386 +2%
I
108
InvesTrust
Oklahoma
$5.24M -$69.8K -775 -1%
GPA
109
Guidance Point Advisors
Massachusetts
$5.19M +$15.5K +172 +0.3%
M&T Bank
110
M&T Bank
New York
$5.16M -$9.91K -110 -0.2%
HT
111
Heritage Trust
Oklahoma
$5.07M +$978K +10,857 +22%
DI
112
DDFG Inc
California
$4.88M +$2.16M +24,013 +70%
SS
113
Sunbelt Securities
Texas
$4.84M +$101K +1,118 +2%
AMG
114
Asset Management Group
Connecticut
$4.83M -$96.7K -1,074 -2%
MAFA
115
MJT & Associates Financial Advisory
Minnesota
$4.7M +$5.08M +56,389 New
CCM
116
Coldstream Capital Management
Washington
$4.66M -$134K -1,493 -3%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$4.62M +$429K +4,767 +9%
EWA
118
EP Wealth Advisors
California
$4.6M +$90 +1 +0%
FTWA
119
Fifth Third Wealth Advisors
Ohio
$4.43M +$1.28M +14,243 +37%
TW
120
TritonPoint Wealth
Maryland
$4.34M -$8.65K -96 -0.2%
CWL
121
Causey Wealth LLC
Colorado
$4.32M +$473K +5,249 +11%
FFA
122
Farther Finance Advisors
California
$4.28M +$341K +3,787 +8%
FBB
123
Fulton Breakefield Broenniman
Maryland
$4.26M -$62.8K -697 -1%
CFG
124
Citizens Financial Group
Rhode Island
$4.17M +$27.1K +301 +0.6%
BCM
125
Becker Capital Management
Oregon
$4.16M

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.