We are live on ! Find out more
IJK icon

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
Morgan Stanley
1
Morgan Stanley
New York
$668M -$7.62M -89,031 -1%
Wells Fargo
2
Wells Fargo
California
$558M -$13.1M -152,952 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$375M +$10.7M +125,084 +3%
Bank of America
4
Bank of America
North Carolina
$345M +$11.2M +130,606 +4%
Goldman Sachs
5
Goldman Sachs
New York
$196M +$5.54M +64,739 +3%
UBS Group
6
UBS Group
Switzerland
$186M -$2.66M -31,029 -1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$178M -$4.05M -47,238 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$167M -$788K -9,207 -0.5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$160M +$3.41M +39,821 +2%
LPL Financial
10
LPL Financial
California
$142M +$13.6M +158,467 +11%
Financial Engines Advisors
11
Financial Engines Advisors
California
$127M +$5.1M +59,554 +4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$111M +$5.64M +65,914 +6%
DADC
13
D.A. Davidson & Co
Montana
$99.8M +$3.34M +39,041 +4%
Northern Trust
14
Northern Trust
Illinois
$99.8M +$5.41M +63,197 +6%
Ameriprise
15
Ameriprise
Minnesota
$94.6M -$10.2M -118,720 -10%
MWA
16
Midland Wealth Advisors
Illinois
$79.9M +$842K +9,835 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$78.8M +$1.09M +12,717 +1%
JP Morgan Chase
18
JP Morgan Chase
New York
$78.4M -$907K -10,593 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$72.9M +$4.92M +57,464 +8%
MCM
20
MAI Capital Management
Ohio
$66.4M -$961K -11,219 -2%
WJA
21
Willis Johnson & Associates
Texas
$62.2M +$3.06M +35,745 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$53.6M +$3.23M +37,718 +7%
KeyBank National Association
23
KeyBank National Association
Ohio
$52.8M -$469K -5,475 -0.9%
HighTower Advisors
24
HighTower Advisors
Illinois
$51.2M +$40.2K +469 +0.1%
Cerity Partners
25
Cerity Partners
New York
$48.3M +$6.08K +71 +0%

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.