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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
FTS
176
Fifth Third Securities
Ohio
$2.38M -$22.6K -251 -0.9%
SCM
177
Stordahl Capital Management
Colorado
$2.36M +$62.2K +690 +2%
OC
178
Oppenheimer & Co
New York
$2.34M -$410K -4,547 -14%
VW
179
Vance Wealth
California
$2.24M -$48.9K -543 -2%
UWPG
180
Ullmann Wealth Partners Group
Florida
$2.23M +$270 +3 +0%
RPGK
181
Retirement Planning Group (Kansas)
Kansas
$2.16M -$47.8K -531 -2%
SWM
182
Spire Wealth Management
Virginia
$2.14M -$56.4K -626 -2%
FAIM
183
Financial Advocates Investment Management
Washington
$2.13M -$813K -9,027 -26%
PCIA
184
Prime Capital Investment Advisors
Kansas
$2.11M +$1.23M +13,623 +116%
GJIA
185
Glass Jacobson Investment Advisors
Maryland
$2.07M
Bessemer Group
186
Bessemer Group
New Jersey
$1.94M +$358K +3,974 +21%
OCM
187
One Capital Management
California
$1.9M +$122K +1,350 +6%
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$1.9M -$540 -6 -0%
SWP
189
Stratos Wealth Partners
Ohio
$1.89M -$182K -2,017 -8%
RWP
190
RWA Wealth Partners
Massachusetts
$1.88M +$1.29M +14,348 +176%
CCAM
191
Codex Capital Asset Management
Texas
$1.87M
Franklin Resources
192
Franklin Resources
California
$1.86M
AA
193
Alesco Advisors
New York
$1.86M
APP
194
Avantax Planning Partners
Iowa
$1.85M -$147K -1,627 -7%
CAM
195
Cresset Asset Management
Illinois
$1.84M -$60.4K -670 -3%
P
196
&Partners
Tennessee
$1.83M +$245K +2,718 +14%
CTC
197
Corundum Trust Company
South Dakota
$1.81M
AWM
198
Apollon Wealth Management
South Carolina
$1.79M +$1.44K +16 +0.1%
OA
199
Operose Advisors
Wisconsin
$1.78M -$2.7K -30 -0.1%
PA
200
PFG Advisors
Arizona
$1.78M +$3.87K +43 +0.2%

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.