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iShares S&P Mid-Cap 400 Growth ETF

867 hedge funds and large institutions have $6.13B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 206 increasing their positions, 311 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

2% more funds holding

Funds holding: 852867 (+15)

3% more capital invested

Capital invested by funds: $5.93B → $6.13B (+$193M)

0.98% less ownership

Funds ownership: 70.08%69.1% (-0.98%)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

34% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 311

Holders
867
Holders Change
+15
Holders Change %
+1.76%
% of All Funds
11.42%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
79
Increased
206
Reduced
311
Closed
55
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
126
Perkins Coie Trust Company
Washington
$4.12M -$59.9K -699 -2%
Citigroup
127
Citigroup
New York
$4.07M -$5.38M -62,851 -58%
TCG
128
Transcendent Capital Group
Oklahoma
$4.01M +$771 +9 +0%
CWM
129
Circle Wealth Management
New Jersey
$4M
NCM
130
Neumann Capital Management
California
$3.99M +$143K +1,670 +4%
BWM
131
BKM Wealth Management
Wisconsin
$3.97M -$4.97K -58 -0.1%
MML Investors Services
132
MML Investors Services
Massachusetts
$3.94M +$972K +11,351 +36%
LFAS
133
Level Four Advisory Services
Texas
$3.92M +$53.9K +630 +1%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$3.91M -$1.07M -12,464 -22%
NWAG
135
Net Worth Advisory Group
Utah
$3.85M +$3.16M +36,892 +679%
JE
136
JMAC Enterprises
Pennsylvania
$3.82M -$4.28M -49,974 -54%
CWM
137
Cranbrook Wealth Management
Michigan
$3.73M -$41.4K -484 -1%
UB
138
UMB Bank
Missouri
$3.72M -$10.4K -121 -0.3%
AB
139
ANB Bank
Colorado
$3.61M -$862K -10,069 -20%
MCM
140
M1 Capital Management
Michigan
$3.59M +$3.37M +39,411 New
SIA
141
Soltis Investment Advisors
Utah
$3.57M +$245K +2,866 +8%
GRP
142
Global Retirement Partners
California
$3.53M +$3.32M +38,811 New
LKWM
143
Lee-Kelleher Wealth Management
Maryland
$3.52M -$5.14K -60 -0.2%
LC
144
LTG Capital
Massachusetts
$3.51M -$204K -2,377 -6%
FHB
145
First Hawaiian Bank
Hawaii
$3.43M -$62.8K -733 -2%
CIAS
146
CFS Investment Advisory Services
New Jersey
$3.42M -$379K -4,421 -11%
TRIA
147
Trail Ridge Investment Advisors
Colorado
$3.41M -$118K -1,383 -4%
MT
148
Midwest Trust
Kansas
$3.39M +$3.19M +37,266 New
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$3.38M -$474K -5,530 -13%
CA
150
Clearstead Advisors
Ohio
$3.35M -$187K -2,180 -6%

IJK Hedge Fund Activity: Q2 2025 in Review

867 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q2 2025, worth a combined $6.13B — up 3.3% from $5.93B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IJK positions and 55 closed out — a net gain of 24 holders — while 206 added to existing stakes and 311 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $38.7M. The largest seller was Main Management ETF Advisors, exiting entirely with an estimated $195M sold.

  • 867 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2025, up from 852 in Q1 2025.
  • Funds reported $6.13B of iShares S&P Mid-Cap 400 Growth ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 79 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q2 2025 and 55 closed out, a net change of +24 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q2 2025 was World Investment Advisors, an estimated $38.7M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q2 2025 was Main Management ETF Advisors, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2025.