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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
ASN
201
Advisory Services Network
Georgia
$1.78M -$425K -4,714 -18%
SG
202
Somerset Group
Minnesota
$1.78M +$176K +1,954 +10%
AFC
203
AFT Forsyth & Company
Florida
$1.76M +$360 +4 +0%
UB
204
Umpqua Bank
Oregon
$1.74M -$197K -2,184 -9%
DC
205
Darrow Company
Massachusetts
$1.69M +$15.9K +177 +0.9%
WFA
206
Wellspring Financial Advisors
Ohio
$1.65M +$631 +7 +0%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$1.65M -$11.6K -129 -0.6%
DIP
208
Davis Investment Partners
North Carolina
$1.65M
PPC
209
Park Place Capital
Alabama
$1.64M -$108K -1,204 -6%
CWM
210
C2C Wealth Management
Arizona
$1.63M -$3.6K -40 -0.2%
MA
211
MONECO Advisors
Connecticut
$1.62M +$99.5K +1,105 +6%
DIA
212
Dana Investment Advisors
Wisconsin
$1.62M -$386K -4,287 -18%
FWMM
213
Foundation Wealth Management (Missouri)
Missouri
$1.61M -$1.53K -17 -0.1%
TIA
214
Tiemann Investment Advisors
California
$1.61M -$36.5K -405 -2%
AFG
215
Allegheny Financial Group
Pennsylvania
$1.61M -$84.3K -936 -5%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$1.61M -$9.28K -103 -0.5%
RDFA
217
Ritter Daniher Financial Advisory
Ohio
$1.6M -$41.3K -458 -2%
SC
218
Slow Capital
California
$1.56M -$800K -8,878 -32%
TPCW
219
TD Private Client Wealth
New York
$1.56M -$1.71M -18,933 -50%
TIAAOA
220
Teachers Insurance & Annuity Association of America
New York
$1.55M
AllianceBernstein
221
AllianceBernstein
Tennessee
$1.51M -$16.9K -188 -1%
CAG
222
Crestwood Advisors Group
Massachusetts
$1.47M -$129K -1,430 -8%
FCBT
223
First Citizens Bank & Trust
North Carolina
$1.46M +$551K +6,113 +53%
PAA
224
Peregrine Asset Advisers
Oregon
$1.46M -$48.2K -535 -3%
PG
225
Patten Group
Tennessee
$1.45M -$34.9K -387 -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.