iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q4 2024 (December 31)900holders +22
42new positions
56sold out
4famous investors
$90.95avg. 13F price*
At the end of Q4 2024, 900 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 22 from Q3 2024. 42 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($652.6M), Wells Fargo & Company ($586.0M) and FMR LLC ($334.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P Mid-Cap 400 Grow
- CUSIP
- 464287606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $21.4M |
| Exits | 56 | $273.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,756,380 shares bought and 7,141,676 shares sold, net −4,385,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 900 holders
| Morgan Stanley | 0.05% | Add +5.9% | 7,176,967 | $652.6M |
| Wells Fargo & Company | 0.14% | Reduce -4.6% | 6,444,174 | $586.0M |
| FMR LLC | 0.02% | Reduce -2.0% | 3,681,255 | $334.7M |
| Bank of America Corp. | 0.03% | Reduce -2.0% | 3,634,210 | $330.5M |
| Main Management ETF Advisors, LLC | 10.04% | Reduce -19.5% | 2,434,740 | $221.4M |
| UBS Group AG | 0.04% | Reduce -1.4% | 2,190,633 | $199.2M |
| PNC Financial Services Group, Inc. | 0.12% | Add +2.9% | 2,015,043 | $183.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.0% | 2,009,966 | $182.8M |
| Captrust Financial Advisors | 0.48% | Add +8.0% | 1,846,654 | $167.9M |
| Raymond James Financial Inc. | 0.06% | — | 1,801,098 | $163.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -1.7% | 1,687,822 | $153.5M |
| LPL Financial LLC | 0.05% | Add +8.1% | 1,361,626 | $123.8M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -5.0% | 1,354,321 | $123.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.9% | 1,288,916 | $117.2M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +6.0% | 1,097,130 | $99.8M |
| Northern Trust Corp. | 0.01% | Add +5.5% | 1,033,427 | $94.0M |
| D.A. Davidson & Co. | 0.76% | Add +1.9% | 1,025,894 | $93.3M |
| JPMorgan Chase & Co. | 0.01% | Add +25.4% | 862,794 | $78.5M |
| Midland Wealth Advisors, LLC | 4.52% | Reduce -0.9% | 826,610 | $75.2M |
| MAI Capital Management | 0.53% | Add +4.3% | 782,332 | $71.1M |
| Bank of New York Mellon Corp | 0.01% | Add +10.4% | 778,570 | $70.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -6.2% | 736,738 | $67.0M |
| Main Management LLC | 5.36% | Reduce -13.9% | 721,486 | $65.6M |
| Willis Johnson & Associates, Inc. | 4.51% | Add +2.2% | 646,318 | $58.8M |
| Keybank National Association | 0.21% | Reduce -0.9% | 596,406 | $54.2M |
| HighTower Advisors, LLC | 0.07% | Add +4.5% | 554,974 | $50.5M |
| Royal Bank of Canada | 0.01% | Reduce -6.2% | 534,473 | $48.6M |
| Bank of Montreal | 0.02% | Reduce -0.0% | 525,511 | $47.8M |
| Cerity Partners LLC | 0.10% | Add +2.7% | 508,371 | $46.2M |
| Bokf, NA | 0.77% | Add +1.9% | 502,265 | $45.6M |
| Joel Isaacson & Co., LLC | 1.98% | Reduce -0.1% | 484,036 | $44.0M |
| Wilmington Savings Fund Society, FSB | 0.78% | Reduce -2.3% | 478,539 | $43.5M |
| Truist Financial Corp. | 0.06% | Reduce -2.8% | 454,027 | $41.3M |
| Regions Financial Corp. | 0.30% | Reduce -0.1% | 442,234 | $40.2M |
| World Investment Advisors | 1.03% | Add +1438.5% | 414,157 | $37.7M |
| Moment Partners, LLC | 6.75% | — | 389,529 | $35.4M |
| Mariner, LLC | 0.06% | Add +13.7% | 372,983 | $33.9M |
| Lido Advisors, LLC | 0.16% | Reduce -47.6% | 275,310 | $25.0M |
| Jones Financial Companies LLLP | 0.02% | Add +31.0% | 272,844 | $24.8M |
| Savant Capital, LLC | 0.19% | Reduce -0.9% | 271,843 | $24.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.3% | 270,358 | $24.6M |
| Steward Partners Investment Advisory, LLC | 0.22% | Add +0.3% | 270,033 | $24.6M |
| Inspirion Wealth Advisors, LLC | 3.39% | Add +8.6% | 265,167 | $24.3M |
| Cetera Investment Advisers | 0.05% | Reduce -31.1% | 263,965 | $24.0M |
| Courier Capital LLC | 1.65% | Add +2.1% | 263,408 | $24.0M |
| AlTi Global, Inc. | 0.57% | Reduce -6.4% | 260,231 | $23.7M |
| Capital Advisors, Ltd. LLC | 2.68% | Add +0.2% | 233,418 | $21.2M |
| SPC Financial, Inc. | 1.76% | Add +2.1% | 221,465 | $20.1M |
| Stifel Financial Corp. | 0.02% | Reduce -19.1% | 211,515 | $19.2M |
| Baird Financial Group, Inc. | 0.04% | Add +3.5% | 210,837 | $19.2M |
| Jmac Enterprises LLC | 2.97% | Add +0.2% | 208,250 | $18.9M |
| Salomon & Ludwin, LLC | 1.92% | Reduce -5.8% | 199,401 | $18.1M |
| Creative Planning | 0.02% | Add +12.7% | 191,076 | $17.4M |
| 1834 Investment Advisors Co. | 2.14% | Reduce -11.2% | 186,094 | $16.9M |
| Cassaday & Co Wealth Management LLC | 0.45% | Add +1.2% | 181,172 | $16.5M |
| Hudson Capital Management LLC | 5.30% | Reduce -2.8% | 181,121 | $16.5M |
| Comerica Bank | 0.06% | Reduce -15.1% | 169,926 | $15.5M |
| Sandy Spring Bank | 0.62% | Add +50.7% | 168,479 | $15.3M |
| Sterling Financial Planning, Inc. | 5.56% | Add +1.3% | 166,230 | $15.1M |
| Integrated Wealth Concepts LLC | 0.17% | Add +2.3% | 162,993 | $14.8M |
| Blue Edge Capital, LLC | 2.32% | Add +1.0% | 162,112 | $14.7M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -4.5% | 161,819 | $14.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -39.7% | 160,580 | $14.6M |
| Texas Yale Capital Corp. | 0.58% | Reduce -0.6% | 159,703 | $14.5M |
| First Merchants Corp. | 0.52% | Reduce -1.7% | 147,872 | $13.4M |
| GHP Investment Advisors, Inc. | 0.62% | Reduce -0.4% | 146,669 | $13.3M |
| Ifrah Financial Services, Inc. | 3.67% | Reduce -1.3% | 146,150 | $13.3M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +2.8% | 145,360 | $13.2M |
| Fifth Third Bancorp | 0.05% | Reduce -4.4% | 143,391 | $13.0M |
| Waverly Advisors, LLC | 0.20% | Add +46.1% | 142,155 | $12.9M |
| Equitable Holdings, Inc. | 0.12% | Add +49.8% | 139,976 | $12.7M |
| Focus Partners Wealth | 0.03% | Add +161.5% | 128,307 | $11.7M |
| US Bancorp \de | 0.01% | Reduce -1.8% | 121,534 | $11.1M |
| SOA Wealth Advisors, LLC. | 2.00% | Add +1.3% | 119,498 | $10.9M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +0.1% | 114,879 | $10.4M |
| HSBC Holdings PLC | 0.01% | Reduce -2.4% | 107,183 | $9.7M |
| Citigroup Inc. | 0.01% | Reduce -16.9% | 106,201 | $9.7M |
| Greenup Street Wealth Management LLC | 1.89% | Reduce -21.6% | 104,831 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -55.9% | 98,849 | $9.0M |
| IFP Advisors, Inc | 0.29% | Add +3.5% | 98,824 | $9.0M |
| Broadview Financial Management, LLC | 6.42% | Reduce -5.6% | 98,680 | $9.0M |
| White Pine Investment CO | 2.35% | Add +58.9% | 95,697 | $8.7M |
| JFS Wealth Advisors, LLC | 0.58% | Add +2.1% | 93,737 | $8.5M |
| Associated Banc-Corp | 0.25% | Add +0.5% | 92,963 | $8.5M |
| Mgo One Seven LLC | 0.32% | Add +0.6% | 91,016 | $8.3M |
| Callan Family Office, LLC | 0.52% | Reduce -1.3% | 90,657 | $8.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -8.6% | 90,632 | $8.2M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -6.5% | 88,145 | $8.0M |
| Mill Creek Capital Advisors, LLC | 0.19% | No change | 87,652 | $8.0M |
| Greenleaf Trust | 0.07% | Reduce -0.4% | 85,691 | $7.8M |
| StoneX Group Inc. | 0.42% | Add +911.7% | 84,800 | $7.7M |
| Bryn Mawr Trust Advisors, LLC | 0.41% | Reduce -1.9% | 84,456 | $7.7M |
| Mechanics Bank Trust Department | 1.02% | Reduce -0.5% | 84,126 | $7.6M |
| Avantax Advisory Services, Inc. | 0.05% | Add +31.1% | 83,194 | $7.6M |
| Argent Trust Co | 0.31% | Add +2798.0% | 82,302 | $7.5M |
| Rodgers & Associates, LTD | 0.88% | Add +2.2% | 81,668 | $7.4M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -24.8% | 79,597 | $7.2M |
| JNBA Financial Advisors | 0.70% | Reduce -0.3% | 74,930 | $6.8M |
| Estate Counselors, LLC | 0.71% | New | 73,115 | $6.6M |
| Oldfather Financial Services, LLC | 2.46% | Add +1.2% | 70,948 | $6.5M |
"% of holder's portfolio" is IJK's weight in each manager's 13F, not the share of iShares S&P Mid-Cap 400 Grow the manager owns.