iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q1 2026 (March 31)938holders +17
67new positions
46sold out
3famous investors
$100.57avg. 13F price*
At the end of Q1 2026, 938 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 17 from Q4 2025. 67 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($783.8M), Wells Fargo & Company ($590.5M) and FMR LLC ($462.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $414.9M |
| Exits | 46 | $20.0M |
All 13F filers, Q4 2025 → Q1 2026: 7,357,653 shares bought and 2,101,367 shares sold, net +5,256,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 938 holders
| Morgan Stanley | 0.05% | Add +7.9% | 7,789,591 | $783.8M |
| Wells Fargo & Company | 0.12% | Reduce -1.1% | 5,868,364 | $590.5M |
| FMR LLC | 0.02% | Add +10.2% | 4,600,564 | $462.9M |
| Bank of America Corp. | 0.03% | Reduce -0.3% | 3,612,759 | $363.5M |
| True Freedom Investing, LLC | 17.41% | New | 2,256,315 | $227.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -4.9% | 2,162,666 | $217.6M |
| UBS Group AG | 0.04% | Reduce -4.3% | 2,086,484 | $209.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +5.0% | 1,961,451 | $197.4M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -0.3% | 1,934,048 | $194.6M |
| Raymond James Financial Inc. | 0.05% | Reduce -19.5% | 1,478,069 | $148.7M |
| LPL Financial LLC | 0.04% | Reduce -0.4% | 1,433,081 | $144.2M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -6.0% | 1,231,346 | $123.9M |
| D.A. Davidson & Co. | 0.75% | Add +2.8% | 1,226,067 | $123.4M |
| Northern Trust Corp. | 0.01% | Reduce -0.8% | 1,124,475 | $113.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.2% | 1,110,021 | $111.7M |
| USA Financial Formulas | 19.76% | New | 1,041,989 | $104.8M |
| Bank of New York Mellon Corp | 0.02% | Add +15.6% | 949,569 | $95.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.1% | 945,865 | $95.2M |
| JPMorgan Chase & Co. | 0.01% | Add +2.0% | 903,223 | $87.8M |
| MAI Capital Management | 0.41% | Reduce -0.1% | 722,750 | $72.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -2.7% | 591,381 | $59.5M |
| Jones Financial Companies LLLP | 0.03% | Add +34.9% | 574,619 | $56.8M |
| Keybank National Association | 0.21% | Reduce -0.8% | 558,716 | $56.2M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 551,904 | $55.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -7.3% | 538,870 | $54.2M |
| Cerity Partners LLC | 0.08% | Add +6.0% | 530,687 | $53.4M |
| Modern Wealth Management, LLC | 0.86% | Add +19935.1% | 491,460 | $50.0M |
| Joel Isaacson & Co., LLC | 1.65% | Reduce -1.2% | 496,025 | $49.9M |
| Bokf, NA | 0.74% | Add +1.4% | 482,566 | $48.6M |
| Bank of Montreal | 0.02% | Reduce -8.6% | 472,625 | $47.6M |
| Willis Johnson & Associates, Inc. | 2.72% | Reduce -2.3% | 464,283 | $46.7M |
| Regions Financial Corp. | 0.30% | Reduce -0.4% | 462,176 | $46.5M |
| Focus Partners Wealth | 0.05% | Reduce -4.4% | 453,195 | $45.6M |
| Midland Wealth Advisors, LLC | 2.14% | Reduce -7.9% | 412,307 | $41.5M |
| Truist Financial Corp. | 0.05% | Reduce -2.3% | 387,348 | $39.0M |
| Moment Partners, LLC | 6.86% | Add +0.3% | 381,923 | $38.4M |
| Captrust Financial Advisors | 0.07% | Reduce -3.5% | 372,543 | $37.5M |
| Wilmington Savings Fund Society, FSB | 0.88% | Reduce -8.0% | 368,137 | $37.0M |
| Mariner, LLC | 0.04% | Reduce -7.9% | 322,074 | $32.4M |
| Lido Advisors, LLC | 0.12% | Add +7.0% | 307,696 | $31.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +2.2% | 306,286 | $30.8M |
| Fifth Third Bancorp | 0.05% | Add +105.2% | 295,026 | $29.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +7.1% | 280,395 | $28.2M |
| Savant Capital, LLC | 0.13% | Reduce -1.0% | 259,131 | $26.1M |
| Courier Capital LLC | 1.44% | Reduce -10.0% | 256,372 | $25.8M |
| Baird Financial Group, Inc. | 0.04% | Add +0.5% | 246,667 | $24.8M |
| Cetera Investment Advisers | 0.02% | Add +2.2% | 231,726 | $23.3M |
| AlphaCore Capital LLC | 0.52% | Reduce -2.5% | 216,732 | $21.8M |
| Capital Advisors, Ltd. LLC | 2.43% | Add +0.3% | 212,590 | $21.4M |
| Cassaday & Co Wealth Management LLC | 0.45% | Add +2.5% | 212,240 | $21.4M |
| Hudson Capital Management LLC | 5.52% | Add +6.5% | 206,070 | $20.7M |
| Creative Planning | 0.01% | Add +8.9% | 204,788 | $20.6M |
| Atlantic Union Bankshares Corp | 0.38% | Reduce -7.7% | 194,330 | $19.6M |
| Argent Trust Co | 0.66% | Add +14.7% | 192,490 | $19.4M |
| Stifel Financial Corp. | 0.02% | Reduce -5.0% | 189,533 | $19.1M |
| Sterling Financial Planning, Inc. | 5.53% | Add +0.9% | 185,467 | $18.7M |
| Inspirion Wealth Advisors, LLC | 2.29% | Reduce -24.3% | 182,728 | $18.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +2.4% | 180,031 | $18.1M |
| Arax Advisory Partners | 0.50% | Reduce -6.6% | 177,634 | $17.9M |
| Salomon & Ludwin, LLC | 1.59% | Reduce -3.7% | 174,596 | $17.8M |
| Cullen/Frost Bankers, Inc. | 0.19% | Reduce -2.0% | 165,073 | $16.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.6% | 162,900 | $16.4M |
| Susquehanna International Group, LLP | 0.02% | Add +296.3% | 161,035 | $16.2M |
| Texas Yale Capital Corp. | 0.45% | Reduce -0.6% | 158,547 | $16.0M |
| Integrated Wealth Concepts LLC | 0.13% | Add +7394.3% | 156,931 | $15.8M |
| 1834 Investment Advisors Co. | 1.90% | Reduce -1.3% | 151,611 | $15.3M |
| CoreCap Advisors, LLC | 0.50% | Add +3286.2% | 145,980 | $14.7M |
| Waverly Advisors, LLC | 0.11% | Reduce -1.1% | 145,681 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +31.8% | 141,895 | $14.3M |
| Ifrah Financial Services, Inc. | 3.74% | Reduce -1.2% | 140,669 | $14.2M |
| GHP Investment Advisors, Inc. | 0.58% | Reduce -0.5% | 140,036 | $14.1M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +2.0% | 132,237 | $13.3M |
| Centaurus Financial, Inc. | 0.58% | New | 122,134 | $12.3M |
| First Merchants Corp. | 0.46% | Reduce -2.8% | 120,837 | $12.2M |
| PW Nova Financial Services LLC | 3.26% | Add +1.2% | 119,077 | $12.0M |
| Equitable Holdings, Inc. | 0.07% | Reduce -27.7% | 143,448 | $11.5M |
| AlTi Global, Inc. | 0.25% | Reduce -0.6% | 112,998 | $11.4M |
| US Bancorp \de | 0.01% | Reduce -4.8% | 102,055 | $10.3M |
| Ashton Thomas Private Wealth, LLC | 0.24% | Add +9.3% | 102,025 | $10.3M |
| White Pine Investment CO | 2.37% | Add +0.3% | 101,275 | $10.2M |
| HSBC Holdings PLC | 0.01% | Reduce -1.0% | 101,173 | $10.2M |
| Independent Financial Group, LLC | 0.23% | Add +619.3% | 100,594 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | New | 100,001 | $10.1M |
| DDFG, Inc | 2.17% | Add +31.6% | 99,973 | $10.1M |
| Private Advisor Group, LLC | 0.05% | Add +27.5% | 99,862 | $10.0M |
| Blue Edge Capital, LLC | 1.31% | Add +2.6% | 98,194 | $9.9M |
| JFS Wealth Advisors, LLC | 0.53% | Reduce -0.7% | 93,755 | $9.4M |
| Broadview Financial Management, LLC | 6.37% | Reduce -1.1% | 92,714 | $9.3M |
| Associated Banc-Corp | 0.23% | Add +0.3% | 87,643 | $8.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +1.3% | 85,576 | $8.6M |
| Bryn Mawr Trust Advisors, LLC | 0.41% | Reduce -0.7% | 83,841 | $8.4M |
| OFS Enterprise LLC | 2.43% | — | 82,207 | $8.3M |
| Buffalo Business & Estate Services Ltd. | 1.16% | Add +0.5% | 79,393 | $8.0M |
| SOA Wealth Advisors, LLC. | 1.49% | Reduce -1.9% | 78,860 | $7.9M |
| Callan Family Office, LLC | 0.18% | Add +0.1% | 78,813 | $7.9M |
| Mill Creek Capital Advisors, LLC | 0.16% | Reduce -11.7% | 77,366 | $7.8M |
| Rodgers & Associates, LTD | 0.79% | Reduce -0.2% | 77,150 | $7.8M |
| First Citizens Financial Corp | 3.49% | Reduce -0.2% | 73,432 | $7.4M |
| Heritage Trust Co | 0.74% | Add +3.3% | 73,272 | $7.4M |
| Denver PWM, LLC | 2.53% | Reduce -20.1% | 65,240 | $7.4M |
"% 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.