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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
AB
126
ANB Bank
Colorado
$4.14M +$53.1K +590 +1%
WANY
127
Wealthspire Advisors (New York)
New York
$4.04M +$2.29M +25,381 +110%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$3.99M +$4.32M +47,952 New
BA
129
Brightwater Advisory
Florida
$3.96M -$126K -1,402 -3%
WAM
130
Weinberger Asset Management
California
$3.85M -$96.7K -1,074 -2%
PCTC
131
Perkins Coie Trust Company
Washington
$3.83M -$145K -1,609 -3%
TCG
132
Transcendent Capital Group
Oklahoma
$3.67M +$46.5K +516 +1%
CWM
133
Circle Wealth Management
New Jersey
$3.66M
ITB
134
Idaho Trust Bank
Idaho
$3.65M +$31.3K +348 +0.8%
BDWCC
135
B&D White Capital Company
Texas
$3.64M +$3.65M +40,500 +1,252%
BWM
136
BKM Wealth Management
Wisconsin
$3.64M -$22.9K -254 -0.6%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$3.56M -$40.4K -448 -1%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$3.55M -$176K -1,952 -4%
LFAS
139
Level Four Advisory Services
Texas
$3.53M +$1.07M +11,915 +39%
NCM
140
Neumann Capital Management
California
$3.51M +$120K +1,330 +3%
Kovitz Investment Group Partners
141
Kovitz Investment Group Partners
Illinois
$3.5M +$54.5K +605 +1%
CIAS
142
CFS Investment Advisory Services
New Jersey
$3.5M -$279K -3,093 -7%
SPC
143
Sigma Planning Corp
Michigan
$3.49M -$1.29M -14,341 -25%
CWM
144
Cranbrook Wealth Management
Michigan
$3.46M -$57.5K -638 -2%
UB
145
UMB Bank
Missouri
$3.42M
LC
146
LTG Capital
Massachusetts
$3.41M -$239K -2,651 -6%
CA
147
Clearstead Advisors
Ohio
$3.25M +$209K +2,317 +6%
LKWM
148
Lee-Kelleher Wealth Management
Maryland
$3.23M -$3.78K -42 -0.1%
FHB
149
First Hawaiian Bank
Hawaii
$3.2M -$220K -2,445 -6%
TRIA
150
Trail Ridge Investment Advisors
Colorado
$3.17M +$83.4K +926 +2%

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.