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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
CTC
201
Corundum Trust Company
South Dakota
$1.98M
P
202
&Partners
Tennessee
$1.97M -$28.7K -335 -2%
AA
203
Alesco Advisors
New York
$1.97M -$59.9K -700 -3%
APP
204
Avantax Planning Partners
Iowa
$1.95M -$62.2K -726 -3%
AFC
205
AFT Forsyth & Company
Florida
$1.93M +$428 +5 +0%
DIP
206
Davis Investment Partners
North Carolina
$1.89M
CW
207
CreativeOne Wealth
Kansas
$1.88M +$282K +3,297 +19%
DC
208
Darrow Company
Massachusetts
$1.84M +$257 +3 +0%
Franklin Resources
209
Franklin Resources
California
$1.84M -$181K -2,119 -9%
TIA
210
Tiemann Investment Advisors
California
$1.81M +$45.8K +535 +3%
CWM
211
C2C Wealth Management
Arizona
$1.77M -$9.59K -112 -0.6%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$1.77M -$31.6K -369 -2%
SWP
213
Stratos Wealth Partners
Ohio
$1.75M -$291K -3,398 -15%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$1.74M -$12.3K -144 -0.7%
AWM
215
Apollon Wealth Management
South Carolina
$1.72M -$223K -2,609 -12%
WFA
216
Wellspring Financial Advisors
Ohio
$1.72M -$83.7K -977 -5%
WT
217
Whittier Trust
California
$1.7M +$239K +2,792 +18%
RDFA
218
Ritter Daniher Financial Advisory
Ohio
$1.69M -$55.7K -651 -3%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$1.63M -$5.57K -65 -0.4%
FAIM
220
Financial Advocates Investment Management
Washington
$1.62M -$660K -7,706 -30%
CAG
221
Crestwood Advisors Group
Massachusetts
$1.62M +$15.8K +184 +1%
UB
222
Umpqua Bank
Oregon
$1.62M -$288K -3,366 -16%
MA
223
MONECO Advisors
Connecticut
$1.61M -$146K -1,700 -9%
DIA
224
Dana Investment Advisors
Wisconsin
$1.6M -$155K -1,811 -9%
PAA
225
Peregrine Asset Advisers
Oregon
$1.58M -$15.3K -179 -1%

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.