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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
ABWM
176
Alpine Bank Wealth Management
Colorado
$2.5M -$364K -4,250 -13%
SWM
177
Spire Wealth Management
Virginia
$2.48M +$127K +1,488 +6%
TIAAOA
178
Teachers Insurance & Annuity Association of America
New York
$2.47M +$728K +8,501 +46%
NAAA
179
New Age Alpha Advisors
New York
$2.46M +$1.16M +13,521 +100%
UWPG
180
Ullmann Wealth Partners Group
Florida
$2.44M +$4.54K +53 +0.2%
VW
181
Vance Wealth
California
$2.34M -$98.6K -1,152 -4%
RPGK
182
Retirement Planning Group (Kansas)
Kansas
$2.29M -$72.2K -843 -3%
PIS
183
POM Investment Strategies
North Carolina
$2.25M +$2.1M +24,516 +10,048%
SG
184
Somerset Group
Minnesota
$2.18M +$223K +2,610 +12%
ASN
185
Advisory Services Network
Georgia
$2.17M +$171K +1,997 +9%
HFW
186
Horizon Family Wealth
Illinois
$2.17M +$689K +8,046 +51%
CI
187
CX Institutional
Indiana
$2.12M +$573K +6,688 +40%
SSW
188
Smith Shellnut Wilson
Mississippi
$2.12M -$847K -9,891 -30%
AllianceBernstein
189
AllianceBernstein
Tennessee
$2.12M +$446K +5,207 +29%
Bessemer Group
190
Bessemer Group
New Jersey
$2.11M -$2.06K -24 -0.1%
SFO
191
Stenger Family Office
Illinois
$2.09M +$1.9M +22,144 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$2.07M -$86 -1 -0%
IFG
193
Independent Financial Group
California
$2.05M +$1.25M +14,627 +185%
CCAM
194
Codex Capital Asset Management
Texas
$2.05M
RWP
195
RWA Wealth Partners
Massachusetts
$2.04M -$7.88K -92 -0.4%
GJIA
196
Glass Jacobson Investment Advisors
Maryland
$2.03M -$42.9K -501 -2%
CAM
197
Cresset Asset Management
Illinois
$2.01M +$942 +11 +0%
OA
198
Operose Advisors
Wisconsin
$2M +$48K +560 +3%
FWMM
199
Foundation Wealth Management (Missouri)
Missouri
$2M +$221K +2,586 +13%
OCM
200
One Capital Management
California
$1.99M -$82.6K -965 -4%

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.