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iShares S&P Mid-Cap 400 Growth ETF

868 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: 853868 (+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
868
Holders Change
+15
Holders Change %
+1.76%
% of All Funds
11.43%
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
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$3.23M -$559K -6,530 -16%
AI
152
Atria Investments
North Carolina
$3.23M +$8.22K +96 +0.3%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$3.14M
MWM
154
Maltin Wealth Management
New Jersey
$3.07M +$212K +2,480 +8%
SEIA
155
Signature Estate & Investment Advisors
California
$3.06M +$146K +1,710 +5%
MM
156
Main Management
California
$3.05M -$57M -665,245 -95%
SPC
157
Sigma Planning Corp
Michigan
$3.02M -$744K -8,689 -21%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$2.99M +$1.45M +16,953 +106%
TSWM
159
Triangle Securities Wealth Management
North Carolina
$2.99M +$155K +1,806 +6%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$2.94M +$167K +1,949 +6%
DBIA
161
Dumont & Blake Investment Advisors
New Jersey
$2.92M +$4.37K +51 +0.2%
SWM
162
Segment Wealth Management
Texas
$2.88M
FGWP
163
Founders Grove Wealth Partners
Virginia
$2.83M -$41.1K -480 -2%
William Blair & Company
164
William Blair & Company
Illinois
$2.72M -$237K -2,770 -8%
CB
165
Commerce Bank
Missouri
$2.65M -$69.4K -810 -3%
UBV
166
United Bank (Virginia)
Virginia
$2.65M
SCM
167
Stordahl Capital Management
Colorado
$2.64M +$61.5K +718 +3%
FTS
168
Fifth Third Securities
Ohio
$2.63M +$31.9K +372 +1%
PFG
169
Pacific Financial Group
Washington
$2.62M -$478K -5,581 -16%
PWP
170
Perfromance Wealth Partners
Illinois
$2.6M -$21.2K -247 -0.9%
IF
171
Ironwood Financial
Arizona
$2.56M
GWMR
172
GC Wealth Management RIA
Massachusetts
$2.56M -$123K -1,434 -5%
SCM
173
SOL Capital Management
Maryland
$2.54M +$1.56M +18,200 +187%
OC
174
Oppenheimer & Co
New York
$2.53M -$22.3K -260 -0.9%
SWGC
175
Summit Wealth Group (Colorado)
Colorado
$2.52M +$2.37M +27,734 New

IJK Hedge Fund Activity: Q2 2025 in Review

868 of the 7,596 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.

  • 868 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q2 2025, up from 853 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.