iShares S&P Mid-Cap 400 Growth ETF
937 hedge funds and large institutions have $7.15B invested in iShares S&P Mid-Cap 400 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 286 reducing their positions, and 47 closing their positions.
74% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 47
55% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $896K
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
12% more capital invested
Capital invested by funds: $6.39B → $7.15B (+$754M)
3.8% more ownership
Funds ownership: 70.04% → 73.84% (+3.8%)
2% more funds holding
Funds holding: 920 → 937 (+17)
14% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 286
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sherman Porfolios
Coeur D'alene,
Idaho
|
+$232M |
| 2 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$107M |
| 3 |
Morgan Stanley
New York
|
+$58.5M |
| 4 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$50.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$36.8M |
| 2 |
Goldman Sachs
New York
|
-$11.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.59M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$8.15M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.01M |
IJK Hedge Fund Activity: Q1 2026 in Review
937 institutional investors reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2026, worth a combined $7.15B — up 12% from $6.39B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IJK positions and 47 closed out — a net gain of 35 holders — while 246 added to existing stakes and 286 trimmed.
The largest buyer was Sherman Porfolios, opening a new position worth an estimated $232M. The largest seller was Raymond James Financial, cutting an estimated $36.8M.
- 937 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2026, up from 920 in Q4 2025.
- Funds reported $7.15B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2026, up 12% quarter-over-quarter.
- 82 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2026 and 47 closed out, a net change of +35 holders.
- The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2026 was Sherman Porfolios, an estimated $232M added.
- The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2026 was Raymond James Financial, an estimated $36.8M sold.
Based on aggregated 13F filings for Q1 2026.