iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q1 2025 (March 31)853holders −47
34new positions
74sold out
2famous investors
$83.28avg. 13F price*
At the end of Q1 2025, 853 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, down 47 from Q4 2024. 34 opened new positions and 74 sold out. The largest holders were Morgan Stanley ($619.2M), Wells Fargo & Company ($523.2M) and FMR LLC ($332.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $26.5M |
| Exits | 74 | $43.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,527,025 shares bought and 2,431,389 shares sold, net +95,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 853 holders
| Morgan Stanley | 0.04% | Add +3.6% | 7,435,561 | $619.2M |
| Wells Fargo & Company | 0.13% | Reduce -2.5% | 6,282,338 | $523.2M |
| FMR LLC | 0.02% | Add +8.5% | 3,995,474 | $332.7M |
| Bank of America Corp. | 0.03% | Add +0.9% | 3,666,775 | $305.4M |
| Main Management ETF Advisors, LLC | 9.48% | Reduce -3.8% | 2,341,865 | $195.0M |
| Goldman Sachs Group Inc. | 0.03% | Add +4.2% | 2,093,318 | $174.3M |
| UBS Group AG | 0.04% | Reduce -5.1% | 2,079,280 | $173.2M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -0.5% | 2,004,408 | $166.9M |
| Captrust Financial Advisors | 0.40% | Add +4.3% | 1,926,927 | $160.5M |
| Raymond James Financial Inc. | 0.06% | Add +2.7% | 1,849,336 | $154.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +1.8% | 1,717,728 | $143.1M |
| LPL Financial LLC | 0.05% | Add +3.2% | 1,405,306 | $117.0M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -1.5% | 1,333,856 | $111.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +4.8% | 1,149,622 | $95.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.3% | 1,143,746 | $95.1M |
| D.A. Davidson & Co. | 0.71% | Add +3.2% | 1,058,274 | $88.1M |
| Northern Trust Corp. | 0.01% | Add +0.0% | 1,033,854 | $86.1M |
| JPMorgan Chase & Co. | 0.01% | Add +1.2% | 872,809 | $72.7M |
| Midland Wealth Advisors, LLC | 4.26% | Add +5.1% | 868,457 | $72.3M |
| Bank of New York Mellon Corp | 0.01% | Add +9.7% | 853,754 | $71.1M |
| Commonwealth Equity Services, LLC | 0.09% | Add +1.0% | 744,124 | $62.0M |
| MAI Capital Management | 0.47% | Reduce -5.3% | 741,086 | $61.7M |
| Main Management LLC | 5.12% | Reduce -3.1% | 698,743 | $58.2M |
| Willis Johnson & Associates, Inc. | 4.08% | Add +0.2% | 647,630 | $53.9M |
| Keybank National Association | 0.20% | Reduce -1.8% | 585,594 | $48.8M |
| HighTower Advisors, LLC | 0.06% | Add +1.4% | 562,451 | $46.8M |
| Royal Bank of Canada | 0.01% | Add +3.3% | 551,984 | $46.0M |
| Cerity Partners LLC | 0.09% | Add +4.5% | 531,296 | $44.2M |
| Bank of Montreal | 0.02% | Reduce -0.7% | 522,075 | $43.5M |
| Bokf, NA | 0.74% | Add +0.2% | 503,060 | $41.9M |
| Joel Isaacson & Co., LLC | 1.86% | Add +2.0% | 493,517 | $41.1M |
| Wilmington Savings Fund Society, FSB | 0.74% | Reduce -1.0% | 473,833 | $39.5M |
| Regions Financial Corp. | 0.27% | Reduce -0.8% | 438,829 | $36.5M |
| Truist Financial Corp. | 0.06% | Reduce -6.2% | 425,800 | $35.5M |
| Focus Partners Wealth | 0.08% | Add +205.5% | 391,928 | $32.6M |
| Moment Partners, LLC | 6.36% | Reduce -1.1% | 385,197 | $32.1M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +19.2% | 321,868 | $26.8M |
| Mariner, LLC | 0.04% | Reduce -15.9% | 313,613 | $26.1M |
| Jones Financial Companies LLLP | 0.02% | Add +13.8% | 310,433 | $25.8M |
| Inspirion Wealth Advisors, LLC | 3.48% | Add +13.3% | 300,562 | $25.0M |
| Savant Capital, LLC | 0.19% | Reduce -0.7% | 269,831 | $22.5M |
| Courier Capital LLC | 1.46% | Add +1.6% | 267,693 | $22.3M |
| Cetera Investment Advisers | 0.04% | Reduce -1.4% | 260,381 | $21.7M |
| AlTi Global, Inc. | 0.56% | Reduce -1.0% | 257,549 | $21.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -5.9% | 254,469 | $21.2M |
| Capital Advisors, Ltd. LLC | 2.47% | Reduce -3.6% | 224,967 | $18.7M |
| SPC Financial, Inc. | 1.64% | Add +1.2% | 224,166 | $18.7M |
| Sandy Spring Bank | 0.78% | Add +33.0% | 224,095 | $18.7M |
| Equitable Holdings, Inc. | 0.18% | Add +58.5% | 221,820 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +0.6% | 212,800 | $17.7M |
| Baird Financial Group, Inc. | 0.03% | Add +0.9% | 212,661 | $17.7M |
| Lido Advisors, LLC | 0.10% | Reduce -26.8% | 201,574 | $16.8M |
| Creative Planning | 0.02% | Add +2.8% | 196,434 | $16.4M |
| Cassaday & Co Wealth Management LLC | 0.46% | Add +7.9% | 195,533 | $16.3M |
| Salomon & Ludwin, LLC | 1.72% | Reduce -3.0% | 193,442 | $16.1M |
| Hudson Capital Management LLC | 4.85% | Add +1.8% | 184,447 | $15.4M |
| Sterling Financial Planning, Inc. | 5.27% | Add +5.0% | 174,554 | $14.5M |
| 1834 Investment Advisors Co. | 1.87% | Reduce -6.4% | 174,179 | $14.5M |
| Comerica Bank | 0.06% | Add +0.8% | 171,244 | $14.3M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -0.5% | 162,251 | $13.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -0.3% | 160,118 | $13.3M |
| Texas Yale Capital Corp. | 0.55% | No change | 159,703 | $13.3M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -2.1% | 158,412 | $13.2M |
| First Merchants Corp. | 0.49% | Reduce -0.8% | 146,613 | $12.2M |
| Waverly Advisors, LLC | 0.15% | Add +1.8% | 144,763 | $12.1M |
| GHP Investment Advisors, Inc. | 0.58% | Reduce -1.9% | 143,956 | $12.0M |
| Ifrah Financial Services, Inc. | 3.42% | Reduce -2.2% | 142,893 | $11.9M |
| Cullen/Frost Bankers, Inc. | 0.17% | Reduce -1.8% | 142,686 | $11.9M |
| Fifth Third Bancorp | 0.04% | Reduce -2.7% | 139,545 | $11.6M |
| Blue Edge Capital, LLC | 1.82% | Reduce -16.0% | 136,204 | $11.3M |
| SOA Wealth Advisors, LLC. | 2.13% | Add +2.3% | 122,260 | $10.2M |
| Argent Trust Co | 0.41% | Add +47.0% | 120,991 | $10.1M |
| US Bancorp \de | 0.01% | Reduce -2.7% | 118,205 | $9.8M |
| Moneta Group Investment Advisors LLC | 0.13% | Add +1.0% | 116,036 | $9.7M |
| Citigroup Inc. | 0.01% | Add +1.3% | 107,576 | $9.0M |
| HSBC Holdings PLC | 0.01% | No change | 107,183 | $8.9M |
| Greenup Street Wealth Management LLC | 1.67% | Reduce -3.3% | 101,423 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | New | 100,300 | $8.4M |
| IFP Advisors, Inc | 0.26% | Add +0.8% | 99,647 | $8.3M |
| White Pine Investment CO | 2.23% | Add +3.8% | 99,328 | $8.3M |
| Broadview Financial Management, LLC | 6.06% | Reduce -1.2% | 97,536 | $8.1M |
| JFS Wealth Advisors, LLC | 0.53% | Reduce -0.2% | 93,542 | $7.8M |
| Associated Banc-Corp | 0.24% | Reduce -0.2% | 92,747 | $7.7M |
| Corient Private Wealth LP | 0.01% | Add +53.6% | 92,226 | $7.7M |
| Jmac Enterprises LLC | 1.82% | Reduce -55.9% | 91,917 | $7.7M |
| Callan Family Office, LLC | 0.57% | No change | 90,657 | $7.5M |
| Ashton Thomas Private Wealth, LLC | 0.29% | Add +76.6% | 89,930 | $7.5M |
| Mill Creek Capital Advisors, LLC | 0.18% | No change | 87,652 | $7.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +5.2% | 87,514 | $7.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.7% | 85,463 | $7.1M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Add +0.4% | 84,789 | $7.1M |
| Rodgers & Associates, LTD | 0.85% | Add +3.0% | 84,103 | $7.0M |
| Mechanics Bank Trust Department | 0.93% | Reduce -3.1% | 81,506 | $6.8M |
| StoneX Group Inc. | 0.37% | Reduce -5.7% | 79,996 | $6.7M |
| Greenleaf Trust | 0.06% | Reduce -7.7% | 79,125 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -21.4% | 77,651 | $6.5M |
| Denver PWM, LLC | 2.30% | Add +20.3% | 76,646 | $6.4M |
| JNBA Financial Advisors | 0.63% | Reduce -2.4% | 73,118 | $6.1M |
| Oldfather Financial Services, LLC | 2.26% | Add +0.8% | 71,525 | $6.0M |
| McAlister, Sweet & Associates, Inc. | 4.35% | New | 69,061 | $5.8M |
"% 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.