iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q2 2025 (June 30)868holders +15
66new positions
54sold out
3famous investors
$90.98avg. 13F price*
At the end of Q2 2025, 868 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 15 from Q1 2025. 66 opened new positions and 54 sold out. The largest holders were Morgan Stanley ($668.4M), Wells Fargo & Company ($557.7M) and FMR LLC ($374.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $49.3M |
| Exits | 54 | $227.9M |
All 13F filers, Q1 2025 → Q2 2025: 2,792,527 shares bought and 6,578,543 shares sold, net −3,786,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 868 holders
| Morgan Stanley | 0.04% | Reduce -1.2% | 7,346,530 | $668.4M |
| Wells Fargo & Company | 0.12% | Reduce -2.4% | 6,129,386 | $557.7M |
| FMR LLC | 0.02% | Add +3.1% | 4,120,558 | $374.9M |
| Bank of America Corp. | 0.03% | Add +3.6% | 3,797,381 | $345.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +3.1% | 2,158,057 | $196.3M |
| UBS Group AG | 0.04% | Reduce -1.5% | 2,048,251 | $186.3M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.4% | 1,957,170 | $178.1M |
| Raymond James Financial Inc. | 0.06% | Reduce -0.5% | 1,840,129 | $167.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +2.3% | 1,757,549 | $159.9M |
| LPL Financial LLC | 0.05% | Add +11.3% | 1,563,773 | $142.3M |
| Financial Engines Advisors L.L.C. | 0.25% | Add +4.5% | 1,393,410 | $126.8M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +5.7% | 1,215,536 | $110.6M |
| D.A. Davidson & Co. | 0.70% | Add +3.7% | 1,097,315 | $99.8M |
| Northern Trust Corp. | 0.01% | Add +6.1% | 1,097,051 | $99.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -10.4% | 1,025,026 | $94.6M |
| Midland Wealth Advisors, LLC | 4.42% | Add +1.1% | 878,292 | $79.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.5% | 866,471 | $78.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.2% | 862,216 | $78.4M |
| Commonwealth Equity Services, LLC | 0.10% | Add +7.7% | 801,588 | $72.9M |
| MAI Capital Management | 0.46% | Reduce -1.5% | 729,867 | $66.4M |
| Willis Johnson & Associates, Inc. | 4.23% | Add +5.5% | 683,375 | $62.2M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 589,702 | $53.6M |
| Keybank National Association | 0.20% | Reduce -0.9% | 580,119 | $52.8M |
| HighTower Advisors, LLC | 0.06% | Add +0.1% | 562,920 | $51.2M |
| Cerity Partners LLC | 0.09% | Add +0.0% | 531,367 | $48.3M |
| Bank of Montreal | 0.02% | Add +0.1% | 522,412 | $47.5M |
| Joel Isaacson & Co., LLC | 1.88% | Add +2.7% | 506,929 | $46.1M |
| Bokf, NA | 0.74% | Reduce -0.8% | 499,198 | $45.4M |
| World Investment Advisors | 1.00% | Add +1349.4% | 485,917 | $44.2M |
| Regions Financial Corp. | 0.29% | Add +6.6% | 467,602 | $42.5M |
| Wilmington Savings Fund Society, FSB | 0.76% | Reduce -1.4% | 467,378 | $42.5M |
| Captrust Financial Advisors | 0.09% | Reduce -77.6% | 431,788 | $39.3M |
| Focus Partners Wealth | 0.08% | Add +7.9% | 423,019 | $38.5M |
| Truist Financial Corp. | 0.06% | Reduce -1.5% | 419,267 | $38.1M |
| Moment Partners, LLC | 6.40% | Reduce -2.6% | 375,036 | $34.1M |
| Jones Financial Companies LLLP | 0.02% | Add +16.0% | 360,082 | $32.7M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +2.9% | 331,044 | $30.1M |
| Mariner, LLC | 0.04% | Add +1.6% | 318,654 | $29.0M |
| Inspirion Wealth Advisors, LLC | 3.62% | Add +0.1% | 300,872 | $27.4M |
| Courier Capital LLC | 1.54% | Add +3.9% | 278,009 | $25.3M |
| Savant Capital, LLC | 0.17% | Reduce -1.3% | 266,442 | $24.2M |
| Lido Advisors, LLC | 0.13% | Add +29.4% | 260,913 | $23.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.6% | 252,989 | $23.0M |
| Atlantic Union Bankshares Corp | 0.47% | New | 227,113 | $20.7M |
| SPC Financial, Inc. | 1.71% | Add +0.3% | 224,923 | $20.5M |
| Baird Financial Group, Inc. | 0.03% | Add +1.6% | 216,037 | $19.7M |
| Capital Advisors, Ltd. LLC | 2.42% | Reduce -4.0% | 215,979 | $19.6M |
| Stifel Financial Corp. | 0.02% | Reduce -1.5% | 209,543 | $19.1M |
| Cassaday & Co Wealth Management LLC | 0.47% | Add +6.7% | 208,610 | $19.0M |
| Arax Advisory Partners | 0.87% | Add +3612.7% | 207,986 | $18.9M |
| Salomon & Ludwin, LLC | 1.72% | Reduce -2.6% | 188,339 | $17.4M |
| Creative Planning | 0.01% | Reduce -3.8% | 189,002 | $17.2M |
| Hudson Capital Management LLC | 4.93% | Add +0.4% | 185,196 | $16.8M |
| Cetera Investment Advisers | 0.03% | Reduce -30.2% | 181,753 | $16.5M |
| Sterling Financial Planning, Inc. | 5.42% | Add +2.1% | 178,234 | $16.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +8.9% | 172,543 | $15.7M |
| Comerica Bank | 0.06% | Reduce -2.0% | 167,734 | $15.3M |
| 1834 Investment Advisors Co. | 1.91% | Reduce -4.6% | 166,209 | $15.1M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -0.9% | 160,781 | $14.6M |
| Texas Yale Capital Corp. | 0.48% | Reduce -0.1% | 159,597 | $14.5M |
| AlTi Global, Inc. | 0.35% | Reduce -40.0% | 154,481 | $14.1M |
| Equitable Holdings, Inc. | 0.11% | Reduce -32.9% | 148,752 | $13.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.0% | 147,245 | $13.4M |
| Cullen/Frost Bankers, Inc. | 0.17% | Add +2.5% | 146,234 | $13.3M |
| Argent Trust Co | 0.50% | Add +19.4% | 144,433 | $13.1M |
| Ifrah Financial Services, Inc. | 3.57% | Add +0.6% | 143,681 | $13.1M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.9% | 143,454 | $13.1M |
| GHP Investment Advisors, Inc. | 0.58% | Reduce -0.7% | 142,933 | $13.0M |
| First Merchants Corp. | 0.50% | Reduce -2.5% | 142,899 | $13.0M |
| Fifth Third Bancorp | 0.04% | Reduce -2.6% | 135,855 | $12.4M |
| Moneta Group Investment Advisors LLC | 0.13% | Add +7.2% | 124,435 | $11.3M |
| US Bancorp \de | 0.01% | Reduce -3.3% | 114,347 | $10.4M |
| HSBC Holdings PLC | 0.01% | No change | 107,183 | $9.8M |
| Greenup Street Wealth Management LLC | 1.66% | Add +3.6% | 105,117 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +34.8% | 104,666 | $9.5M |
| Blue Edge Capital, LLC | 1.35% | Reduce -26.9% | 99,611 | $9.1M |
| White Pine Investment CO | 2.25% | Reduce -0.2% | 99,172 | $9.0M |
| SOA Wealth Advisors, LLC. | 1.64% | Reduce -19.6% | 98,279 | $8.9M |
| Broadview Financial Management, LLC | 6.04% | Add +0.2% | 97,731 | $8.9M |
| Ashton Thomas Private Wealth, LLC | 0.30% | Add +2.4% | 92,088 | $8.4M |
| JFS Wealth Advisors, LLC | 0.53% | Reduce -1.7% | 91,960 | $8.4M |
| Associated Banc-Corp | 0.23% | Reduce -4.1% | 88,948 | $8.1M |
| Mill Creek Capital Advisors, LLC | 0.18% | Reduce -0.1% | 87,592 | $8.0M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Reduce -0.1% | 84,683 | $7.7M |
| Callan Family Office, LLC | 0.24% | Reduce -6.6% | 84,641 | $7.7M |
| Rodgers & Associates, LTD | 0.83% | Reduce -1.6% | 82,767 | $7.5M |
| Denver PWM, LLC | 2.32% | Add +6.5% | 81,628 | $7.4M |
| StoneX Group Inc. | 0.35% | Reduce -0.9% | 79,240 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -8.4% | 78,273 | $7.1M |
| Greenleaf Trust | 0.06% | Reduce -2.6% | 77,042 | $7.0M |
| Heritage Trust Co | 0.79% | Add +24.1% | 75,632 | $6.9M |
| Oldfather Financial Services, LLC | 2.33% | Add +4.4% | 74,643 | $6.8M |
| Mechanics Bank Trust Department | 0.96% | Reduce -9.5% | 73,775 | $6.7M |
| First Citizens Financial Corp | 3.65% | Add +5.9% | 72,865 | $6.6M |
| JNBA Financial Advisors | 0.63% | Reduce -0.9% | 72,456 | $6.6M |
| Goelzer Investment Management, Inc. | 0.34% | Reduce -0.3% | 68,344 | $6.2M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -23.4% | 67,030 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.1% | 64,722 | $5.9M |
| HB Wealth Management, LLC | 0.05% | Reduce -3.4% | 64,257 | $5.8M |
| Centerpoint Advisors, LLC | 1.97% | Reduce -3.8% | 63,945 | $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.