iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q4 2025 (December 31)921holders +39
53new positions
48sold out
3famous investors
$96.83avg. 13F price*
At the end of Q4 2025, 921 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 39 from Q3 2025. 53 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($699.5M), Wells Fargo & Company ($575.1M) and FMR LLC ($404.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $60.2M |
| Exits | 48 | $24.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,223,642 shares bought and 1,536,526 shares sold, net +687,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 921 holders
| Morgan Stanley | 0.04% | Add +0.8% | 7,220,033 | $699.5M |
| Wells Fargo & Company | 0.11% | Reduce -2.0% | 5,936,569 | $575.1M |
| FMR LLC | 0.02% | Add +4.8% | 4,175,343 | $404.5M |
| Bank of America Corp. | 0.03% | Add +1.3% | 3,624,637 | $351.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +3.6% | 2,274,046 | $220.3M |
| UBS Group AG | 0.04% | Add +1.4% | 2,179,822 | $211.2M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.3% | 1,940,044 | $188.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +2.5% | 1,868,767 | $181.0M |
| Raymond James Financial Inc. | 0.06% | Reduce -0.0% | 1,836,580 | $177.9M |
| LPL Financial LLC | 0.04% | Reduce -0.8% | 1,438,529 | $139.4M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -2.5% | 1,310,650 | $127.0M |
| D.A. Davidson & Co. | 0.71% | Add +3.8% | 1,192,808 | $115.6M |
| Northern Trust Corp. | 0.01% | Add +2.7% | 1,133,117 | $109.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -4.6% | 1,085,736 | $105.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.0% | 976,004 | $94.6M |
| JPMorgan Chase & Co. | 0.01% | Add +0.7% | 885,104 | $85.7M |
| Bank of New York Mellon Corp | 0.01% | Add +1.3% | 821,558 | $79.6M |
| MAI Capital Management | 0.41% | Reduce -1.1% | 723,583 | $70.1M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -6.0% | 607,966 | $58.9M |
| HighTower Advisors, LLC | 0.06% | Add +0.1% | 581,188 | $56.3M |
| Keybank National Association | 0.20% | Reduce -0.3% | 563,270 | $54.6M |
| Royal Bank of Canada | 0.01% | Reduce -1.3% | 534,847 | $51.8M |
| Bank of Montreal | 0.02% | Reduce -0.4% | 517,202 | $50.1M |
| Joel Isaacson & Co., LLC | 1.61% | Reduce -1.3% | 501,866 | $48.6M |
| Cerity Partners LLC | 0.07% | Add +0.4% | 500,799 | $48.5M |
| Bokf, NA | 0.71% | Reduce -1.5% | 475,753 | $46.1M |
| Willis Johnson & Associates, Inc. | 2.84% | Reduce -15.1% | 475,080 | $46.0M |
| Focus Partners Wealth | 0.05% | Add +8.4% | 474,140 | $45.9M |
| Regions Financial Corp. | 0.29% | Reduce -3.9% | 464,139 | $45.0M |
| Midland Wealth Advisors, LLC | 2.26% | Reduce -8.6% | 447,554 | $43.4M |
| Jones Financial Companies LLLP | 0.03% | Add +8.6% | 426,115 | $41.3M |
| Wilmington Savings Fund Society, FSB | 0.91% | Reduce -8.8% | 399,976 | $38.7M |
| Truist Financial Corp. | 0.05% | Reduce -2.5% | 396,643 | $38.4M |
| Captrust Financial Advisors | 0.07% | Reduce -3.6% | 386,092 | $37.4M |
| Moment Partners, LLC | 7.59% | Add +2.8% | 380,677 | $36.9M |
| Mariner, LLC | 0.04% | Add +6.3% | 349,774 | $33.9M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -1.4% | 299,689 | $29.0M |
| Lido Advisors, LLC | 0.11% | Add +4.5% | 287,486 | $27.6M |
| Courier Capital LLC | 1.55% | Add +1.5% | 284,869 | $27.6M |
| Savant Capital, LLC | 0.14% | Reduce -0.5% | 261,714 | $25.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.9% | 261,702 | $25.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.6% | 245,382 | $23.8M |
| Inspirion Wealth Advisors, LLC | 2.86% | Reduce -1.1% | 241,481 | $23.4M |
| Cetera Investment Advisers | 0.02% | Add +10.6% | 226,667 | $22.0M |
| AlphaCore Capital LLC | 0.48% | Add +44722.6% | 222,320 | $21.5M |
| Capital Advisors, Ltd. LLC | 2.32% | Reduce -1.5% | 212,003 | $20.5M |
| Atlantic Union Bankshares Corp | 0.38% | Reduce -7.8% | 210,448 | $20.4M |
| Cassaday & Co Wealth Management LLC | 0.42% | Reduce -0.0% | 207,056 | $20.1M |
| Stifel Financial Corp. | 0.02% | Reduce -3.3% | 199,476 | $19.3M |
| Equitable Holdings, Inc. | 0.13% | Add +8.2% | 198,522 | $19.2M |
| Hudson Capital Management LLC | 4.85% | Add +2.9% | 193,470 | $18.7M |
| Arax Advisory Partners | 0.54% | New | 190,162 | $18.4M |
| Creative Planning | 0.01% | Add +0.7% | 187,967 | $18.2M |
| Salomon & Ludwin, LLC | 1.60% | Reduce -2.1% | 181,306 | $18.1M |
| Sterling Financial Planning, Inc. | 5.37% | Add +2.0% | 183,811 | $17.8M |
| Kestra Advisory Services, LLC | 0.07% | Add +1.7% | 175,759 | $17.0M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +17.9% | 168,483 | $16.3M |
| Argent Trust Co | 0.56% | Add +11.2% | 167,865 | $16.3M |
| Osaic Holdings, Inc. | 0.02% | Add +14.5% | 167,262 | $16.2M |
| Texas Yale Capital Corp. | 0.47% | No change | 159,497 | $15.5M |
| 1834 Investment Advisors Co. | 1.87% | Reduce -2.7% | 153,648 | $14.9M |
| Comerica Bank | 0.06% | Reduce -7.7% | 151,345 | $14.7M |
| Waverly Advisors, LLC | 0.12% | Add +3.7% | 147,355 | $14.3M |
| Fifth Third Bancorp | 0.04% | Add +3.6% | 143,786 | $13.9M |
| Ifrah Financial Services, Inc. | 3.54% | Reduce -0.5% | 142,325 | $13.8M |
| GHP Investment Advisors, Inc. | 0.56% | Reduce -0.9% | 140,677 | $13.6M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +2.6% | 129,698 | $12.6M |
| First Merchants Corp. | 0.45% | Reduce -10.3% | 124,272 | $12.0M |
| PW Nova Financial Services LLC | 4.38% | — | 117,660 | $11.6M |
| AlTi Global, Inc. | 0.24% | Add +4.3% | 113,709 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +32.1% | 107,630 | $10.4M |
| US Bancorp \de | 0.01% | Reduce -3.9% | 107,208 | $10.4M |
| HSBC Holdings PLC | 0.01% | New | 102,183 | $9.9M |
| White Pine Investment CO | 2.31% | Add +0.8% | 100,983 | $9.8M |
| Blue Edge Capital, LLC | 1.24% | Reduce -4.0% | 95,701 | $9.3M |
| JFS Wealth Advisors, LLC | 0.52% | Reduce -0.7% | 94,377 | $9.1M |
| Broadview Financial Management, LLC | 6.08% | Reduce -0.3% | 93,720 | $9.1M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +4.2% | 93,339 | $9.0M |
| Mill Creek Capital Advisors, LLC | 0.17% | No change | 87,592 | $8.5M |
| Associated Banc-Corp | 0.22% | Reduce -0.1% | 87,365 | $8.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +23.8% | 84,471 | $8.2M |
| Bryn Mawr Trust Advisors, LLC | 0.39% | Reduce -0.2% | 84,394 | $8.2M |
| SOA Wealth Advisors, LLC. | 1.29% | Reduce -5.0% | 80,388 | $7.8M |
| Buffalo Business & Estate Services Ltd. | 1.10% | — | 78,975 | $7.7M |
| Callan Family Office, LLC | 0.16% | Add +0.7% | 78,708 | $7.6M |
| Oldfather Financial Services, LLC | 2.27% | Add +0.6% | 78,565 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Add +3.8% | 78,321 | $7.6M |
| Rodgers & Associates, LTD | 0.76% | Reduce -1.2% | 77,330 | $7.5M |
| Denver PWM, LLC | 2.48% | No change | 81,628 | $7.4M |
| Greenleaf Trust | 0.07% | Reduce -0.2% | 76,401 | $7.4M |
| DDFG, Inc | 1.61% | Add +1.4% | 75,948 | $7.4M |
| First Citizens Financial Corp | 3.52% | Reduce -1.3% | 73,549 | $7.1M |
| Mechanics Bank Trust Department | 0.90% | Reduce -3.1% | 71,010 | $6.9M |
| Heritage Trust Co | 0.70% | Reduce -6.2% | 70,907 | $6.9M |
| JNBA Financial Advisors | 0.58% | Reduce -1.8% | 68,709 | $6.7M |
| Goelzer Investment Management, Inc. | 0.30% | Add +1.9% | 67,589 | $6.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +26.4% | 67,100 | $6.5M |
| HB Wealth Management, LLC | 0.04% | Reduce -0.3% | 66,310 | $6.4M |
| Independence Financial Advisors, LLC | 1.76% | Add +3.7% | 65,970 | $6.4M |
| StoneX Group Inc. | 0.28% | Reduce -17.0% | 65,851 | $6.4M |
"% 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.