iShares S&P Mid-Cap 400 Growth

IJK • ARCA

iShares S&P Mid-Cap 400 Growth is an exchange-traded fund on ARCA. As of Q3 2025, 860 institutional investors hold shares in this ETF, with total holdings valued at $6.2B. MORGAN STANLEY is the largest holder with a position valued at $687.2M.

Overview

Overview of institutional ownership in IJK as of Q3 2025

All Institutions

Institutions: 860
Value Held: $6.2B
Shares Held: 64.7M
Avg Position: $7.2M
Median Position: $550.6K

Hedge Funds

Hedge Funds: 13
Value Held: $12.5M
Shares Held: 130.7K
Avg Position: $964.2K
Median Position: $768.7K

Biggest Investors

Institutions with the largest positions in IJK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$687.2M 0.04% of portfolio	7.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$580.9M 0.12% of portfolio	6.1M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
FMR LLC Institution	-	$382.0M 0.02% of portfolio	4.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$343.1M 0.03% of portfolio	3.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$210.4M 0.03% of portfolio	2.2M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
UBS Group AG Institution	Sergio P. Ermotti CEO	$206.1M 0.04% of portfolio	2.1M shares	Q4 2014 Held for 10y 11m	$511.54B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$186.7M 0.11% of portfolio	1.9M shares	≤ Q2 2013 Held for 12y 5m+	$164.83B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$176.2M 0.06% of portfolio	1.8M shares	Q4 2024 Held for 11 months	$310.43B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$174.8M 0.05% of portfolio	1.8M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
L LPL Financial LLC Institution	-	$139.1M 0.04% of portfolio	1.5M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B

Net Capital Flow

Institutional buying and selling activity for IJK in Q3 2025

Traded: −$207.3M
Buyers: 283
Sellers: 316
Total Bought: +$99.1M
Total Sold: −$306.4M
Avg Position: $6.9M

Biggest Buyers

Institution	Net Bought	Current Position
UBS Group AG Institution	+$9.7M +101.0K shares	$206.1M 2.1M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$6.3M +65.5K shares	$174.8M 1.8M shares
D DAVIDSON D A & CO Institution	+$5.0M +52.1K shares	$110.2M 1.1M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$4.8M +50.0K shares	$4.8M 50.0K shares
Berman McAleer LLC RIA/Wealth	+$4.8M +49.8K shares	$4.8M 49.8K shares
GOLDMAN SACHS GROUP INC Institution	+$3.5M +36.0K shares	$210.4M 2.2M shares
Equitable Holdings, Inc. Institution	+$3.3M +34.8K shares	$17.6M 183.5K shares
Baird Financial Group, Inc. Private Equity	+$3.2M +33.3K shares	$23.9M 249.4K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$3.1M +32.2K shares	$37.7M 392.3K shares
Cetera Investment Advisers RIA/Wealth	+$2.2M +23.2K shares	$19.7M 205.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Pensionmark Financial Group, LLC Pension/Endowment	−$40.7M −424.3K shares	$5.9M 61.7K shares
MIDLAND WEALTH ADVISORS LLC RIA/Wealth	−$37.3M −388.7K shares	$46.9M 489.6K shares
BANK OF AMERICA CORP /DE/ Institution	−$21.0M −219.1K shares	$343.1M 3.6M shares
SRS Capital Advisors, Inc. RIA/Wealth	−$18.9M −208.0K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$17.3M −180.3K shares	$687.2M 7.2M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$14.9M −155.1K shares	$62.0M 646.5K shares
FMR LLC Institution	−$13.1M −136.8K shares	$382.0M 4.0M shares
Willis Johnson & Associates, Inc. RIA/Wealth	−$11.9M −123.6K shares	$53.7M 559.8K shares
L LPL Financial LLC Institution	−$10.9M −113.2K shares	$139.1M 1.5M shares
H HSBC HOLDINGS PLC Institution	−$9.8M −107.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IJK in Q3 2025

New Positions: 25
New Value: $10.7M
Exited Positions: 38
Exited Value: $38.9M

New Positions

Institution	Position Value
Berman McAleer LLC RIA/Wealth	$4.8M 49.8K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$1.3M 13.0K shares
Fortitude Family Office, LLC Family Office	$1.1M 11.4K shares
M Montis Financial, LLC RIA/Wealth	$501.2K 5.2K shares
C Clarity Financial LLC Institution	$458.7K 4.8K shares
E Elm Partners Management LLC Institution	$307.7K 3.2K shares
BBR PARTNERS, LLC Family Office	$268.5K 2.8K shares
R Rede Wealth, LLC RIA/Wealth	$253.0K 2.6K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	$211.9K 2.2K shares
Parkshore Wealth Management, Inc. RIA/Wealth	$209.5K 2.2K shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$18.9M 208.0K shares
H HSBC HOLDINGS PLC Institution	$9.8M 107.2K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$2.5M 27.7K shares
Financial Advocates Investment Management RIA/Wealth	$1.6M 17.8K shares
Sather Financial Group Inc RIA/Wealth	$1.0M 11.4K shares
EHRLICH FINANCIAL GROUP RIA/Wealth	$811.2K 8.9K shares
DSG Capital Advisors, LLC RIA/Wealth	$714.4K 7.9K shares
Tradewinds, LLC. RIA/Wealth	$453.2K 5.0K shares
A Annex Advisory Services, LLC Institution	$310.8K 3.4K shares
BlueChip Wealth Advisors LLC RIA/Wealth	$304.9K 3.4K shares

Options Activity

Institutions with the largest Call and Put options positions in IJK as of Q3 2025

Call Positions: 2
Call Value: $613.7K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$326.0K 34.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$287.7K 30.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IJK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Moment Partners, LLC RIA/Wealth	Scott H. Hampton Member	6.28% $35.5M	370.3K shares	Q4 2024 Held for 11 months	$565.4M
SJA Financial Advisory, LLC RIA/Wealth	Matthew Paul Goihl CEO	6.08% $9.0M	94.0K shares	Q4 2017 Held for 7y 11m	$148.3M
Sterling Financial Planning, Inc. RIA/Wealth	Nicholas Anthony Nicolette President	5.45% $17.3M	180.2K shares	Q4 2020 Held for 4y 11m	$316.8M
C Corundum Trust Company, INC Institution	-	5.26% $2.1M	21.7K shares	Q2 2024 Held for 1y 5m	$39.6M
Hudson Capital Management LLC RIA/Wealth	Andrew Michael Aran Managing Partner	4.94% $18.0M	188.1K shares	Q4 2017 Held for 7y 11m	$364.9M
Ifrah Financial Services, Inc. RIA/Wealth	Patrick (Aka Patrice) Ifrah President	3.55% $13.7M	143.0K shares	Q3 2013 Held for 12y 2m	$385.8M
F First Citizens Financial Corp Institution	-	3.53% $7.1M	74.5K shares	Q2 2023 Held for 2y 5m	$202.3M
Willis Johnson & Associates, Inc. RIA/Wealth	Willis Anthony Johnson CEO	3.33% $53.7M	559.8K shares	Q4 2020 Held for 4y 11m	$1.6B
Integrys Wealth Advisors LLC RIA/Wealth	Noah Abram Seidenberg Managing Partner	3.14% $22.4M	244.2K shares	Q4 2014 Held for 10y 11m	$714.6M
T TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA Institution	-	3.11% $2.6M	27.2K shares	Q3 2024 Held for 1y 2m	$83.7M

Hedge Fund Spotlight

Discover hedge funds investing in IJK

CHILTON INVESTMENT CO LLC

Hedge Fund • Long/Short

Portfolio ManagerRichard Lockwood Chilton

Portfolio Value: $4.9B
Positions: 270
Last Reported: Q3 2025

Sector Allocation

Position in iShares S&P Mid-Cap 400 Growth

Market Value: $864.9K
Shares Held: 9.0K
Portfolio Weight: 0.02%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$495.8M	10.11%
2 Costco Wholesale COST	Discount Stores Consumer Defensive	$365.6M	7.45%
3 Sherwin-Williams SHW	Chemicals - Specialty Basic Materials	$350.7M	7.15%