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iShares S&P Mid-Cap 400 Growth ETF (IJK) Institutional Ownership

iShares S&P Mid-Cap 400 Growth ETF logo
$110.56 +1.71 (+1.57%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Current
Institutional Ownership
Percentage
67.99%
Number of
Institutional Buyers
(last 12 months)
480
Total
Institutional Inflows
(last 12 months)
$713.99M
Number of
Institutional Sellers
(last 12 months)
378
Total
Institutional Outflows
(last 12 months)
$765.26M
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IJK Institutional Buying and Selling by Quarter

iShares S&P Mid-Cap 400 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp949,569$95.55M0.0%+15.6%0.977%
5/5/2026Three Seasons Wealth LLC22,216$2.24M0.9%N/A0.023%
5/5/2026Geneos Wealth Management Inc.4,519$455K0.0%+18.6%0.005%
5/5/2026SouthState Bank Corp6,887$693K0.0%-6.8%0.007%
5/5/2026Sanctuary Advisors LLC85,576$8.61M0.0%+1.3%0.088%
5/5/2026 Sigma Planning Corp29,046$2.92M0.1%-4.8%0.030%
5/5/2026 Broadview Financial Management LLC92,714$9.33M6.4%-1.1%0.095%
5/4/2026 Milestones Private Investment Advisors LLC4,656$468K0.4%-40.4%0.005%
5/4/2026 AMG National Trust Bank12,500$1.26M0.0%+6.0%0.013%
5/4/2026 Retirement Planning Group LLC21,003$2.11M0.1%-9.8%0.022%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,093$211K0.0%N/A0.002%
5/4/2026 Bryn Mawr Trust Advisors LLC83,841$8.44M0.4%-0.7%0.086%
5/4/2026 Bleakley Financial Group LLC10,536$1.06M0.0%N/A0.011%
5/4/2026 Chicago Partners Investment Group LLC9,949$1.09M0.0%+4.8%0.010%
5/4/2026 Parr Mcknight Wealth Management Group LLC64,569$6.50M0.9%N/A0.066%
5/4/2026 Moment Partners LLC381,923$38.43M6.9%+0.3%0.393%
5/2/2026 Navigate Wealth Management LLC4,758$522K0.4%N/A0.005%
5/2/2026 International Assets Investment Management LLC10,448$1.06M0.0%-5.4%0.011%
5/2/2026 Associated Banc Corp87,643$8.82M0.2%+0.3%0.090%
5/2/2026 Diversify Wealth Management LLC45,373$4.85M0.1%+1,308.7%0.047%
5/2/2026 Valmark Advisers Inc.2,690$271K0.0%N/A0.003%
5/1/2026 Citizens Financial Group Inc. RI48,971$4.93M0.1%-8.7%0.050%
5/1/2026 Midwest Trust Co33,868$3.41M0.0%-2.6%0.035%
5/1/2026 Fifth Third Bancorp295,026$29.69M0.1%+105.2%0.304%
5/1/2026 WealthShield Partners LLC9,662$972K0.1%-1.0%0.010%
5/1/2026 Sequoia Financial Advisors LLC3,482$350K0.0%-14.2%0.004%
4/30/2026 Hsbc Holdings PLC101,173$10.18M0.0%-1.0%0.104%
4/30/2026 Accredited Investors Inc.2,676$269K0.0%-22.9%0.003%
4/30/2026 Roman Butler Fullerton & Co.3,015$318K0.1%+40.0%0.003%
4/30/2026 Texas Bank & Trust Co7,544$759K0.3%+8.3%0.008%
4/30/2026 Griffin Asset Management Inc.8,538$859K0.1%-8.0%0.009%
4/30/2026 First Horizon Corp12,964$1.30M0.1%+1.1%0.013%
4/30/2026 Ibex Wealth Advisors4,898$493K0.0%N/A0.005%
4/30/2026 Kestra Advisory Services LLC180,031$18.12M0.1%+2.4%0.186%
4/30/2026 Personal CFO Solutions LLC3,557$358K0.1%+7.8%0.004%
4/30/2026 CFS Investment Advisory Services LLC37,045$4.07M0.3%-1.4%0.038%
4/29/2026 Childress Capital Advisors LLC4,353$438K0.1%N/A0.004%
4/29/2026 Renasant Bank5,000$503K0.4%-40.4%0.005%
4/29/2026 Bank of Stockton8,628$868K0.3%-19.0%0.009%
4/29/2026 Evergreen Private Wealth LLC1,030$104K0.0%N/A0.001%
4/29/2026 Integrated Advisors Network LLC50,002$5.03M0.3%N/A0.052%
4/29/2026 Dumont & Blake Investment Advisors LLC30,538$3.07M0.8%-3.6%0.031%
4/28/2026 Whittier Trust Co. of Nevada Inc.6,711$686K0.0%-6.3%0.007%
4/28/2026 Columbia Bank16,796$1.69M0.5%-6.0%0.017%
4/28/2026 Stephens Inc. AR11,432$1.15M0.0%+1.9%0.012%
4/28/2026 Meramec Financial Planners LLC3,622$400K0.2%-7.4%0.004%
4/27/2026 HB Wealth Management LLC68,061$6.85M0.0%+2.6%0.070%
4/27/2026 BIP Wealth LLC2,801$282K0.0%+13.5%0.003%
4/27/2026 World Investment Advisors58,736$5.91M0.1%+17.9%0.061%
4/27/2026 Private Advisor Group LLC99,862$10.05M0.0%+27.5%0.103%
4/27/2026 Y Intercept Hong Kong Ltd8,772$883K0.0%N/A0.009%
4/27/2026 Sound Income Strategies LLC520$53K0.0%-44.4%0.001%
4/25/2026 Axis Wealth Partners LLC20,157$2.03M1.1%-3.7%0.021%
4/25/2026 Keybank National Association OH558,716$56.22M0.2%-0.8%0.577%
4/25/2026 Stevens Capital Partners3,844$387K0.1%+78.1%0.004%
4/24/2026 RKL Wealth Management LLC9,346$940K0.1%-1.5%0.010%
4/24/2026 Fulton Bank N.A.16,804$1.69M0.1%+11.9%0.017%
4/24/2026 Argent Advisors Inc.21,116$2.13M0.6%+56.6%0.022%
4/24/2026 Harbor Investment Advisory LLC18,392$1.85M0.1%+9.5%0.019%
4/23/2026 Apollon Wealth Management LLC24,280$2.44M0.0%+6.0%0.025%
4/23/2026 Vicus Capital13,292$1.34M0.1%-7.8%0.014%
4/22/2026 DDFG Inc99,973$10.06M2.2%+31.6%0.103%
4/22/2026 Ifrah Financial Services Inc.140,669$14.15M3.7%-1.2%0.145%
4/22/2026 Janney Montgomery Scott LLC48,775$4.91M0.0%+0.2%0.050%
4/22/2026 BKM Wealth Management LLC43,084$4.34M1.6%-1.3%0.045%
4/22/2026 Benchmark Financial LLC2,902$292K0.3%+5.5%0.003%
4/22/2026 Lewis Asset Management LLC2,021$203K0.1%N/A0.002%
4/22/2026 River Street Advisors LLC7,457$750K0.3%+5.2%0.008%
4/22/2026 Meridian Financial Advisors LLC4,486$451K0.2%-3.2%0.005%
4/21/2026 OLD Second National Bank of Aurora2,190$220K0.0%-46.8%0.002%
4/21/2026 Laurel Oak Wealth Management LLC5,380$541K0.1%+24.1%0.006%
4/21/2026 Maltin Wealth Management Inc.37,983$3.82M1.5%+4.3%0.040%
4/21/2026 GHP Investment Advisors Inc.140,036$14.09M0.6%-0.5%0.147%
4/21/2026 Davidson Trust Co.7,913$796K0.3%+4.8%0.008%
4/21/2026 Triangle Securities Wealth Management38,732$3.90M0.9%+2.8%0.041%
4/21/2026 Silver Oak Securities Incorporated2,081$209K0.0%-26.6%0.002%
4/21/2026 Fiduciary Alliance LLC11,911$1.28M0.1%+1.8%0.013%
4/20/2026 Longview Financial Advisors Inc.632$64K0.0%N/A0.001%
4/20/2026 Kestra Private Wealth Services LLC6,934$698K0.0%+55.2%0.007%
4/20/2026 White Pine Investment CO101,275$10.19M2.4%+0.3%0.107%
4/20/2026 Watchman Group Inc.12,537$1.26M0.3%-7.5%0.013%
4/20/2026 Breakwater Capital Group10,062$1.01M0.1%+1.9%0.011%
4/20/2026 Corundum Group Inc.7,000$704K0.2%-2.8%0.007%
4/20/2026 Greenup Street Wealth Management LLC5,118$515K0.1%-6.7%0.005%
4/20/2026 Blue Trust Inc.2,199$221K0.0%-6.7%0.002%
4/20/2026 Fifth Third Wealth Advisors LLC38,420$3.87M0.1%-1.9%0.040%
4/18/2026 Berman McAleer LLC51,376$5.17M0.7%-5.3%0.054%
4/18/2026 Richards Merrill & Peterson Inc.5,411$544K0.2%-16.4%0.006%
4/17/2026 Krilogy Financial LLC2,785$299K0.0%N/A0.003%
4/17/2026 Buffalo Business & Estate Services Ltd.79,393$7.99M1.2%+0.5%0.084%
4/17/2026 Sovereign Financial Group Inc.2,097$211K0.0%N/A0.002%
4/17/2026 AdvisorNet Financial Inc8,740$879K0.0%-4.7%0.009%
4/17/2026 Outlook Wealth Advisors LLC7,077$712K0.2%-7.6%0.007%
4/17/2026 Atlas Brown Inc.9,550$961K0.3%-1.5%0.010%
4/17/2026 Capital Advisors Ltd. LLC212,590$21.39M2.4%+0.3%0.224%
4/17/2026 Brookstone Capital Management4,101$413K0.0%+10.1%0.004%
4/17/2026 Everstar Asset Management LLC3,512$353K0.2%-10.2%0.004%
4/17/2026 First Merchants Corp120,837$12.16M0.5%-2.8%0.127%
4/16/2026 Ironwood Wealth Management LLC.33,870$3.41M1.0%+1.4%0.035%
4/16/2026 Allegheny Financial Group19,169$1.93M0.3%+12.4%0.020%


IJK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJK shares?

During the previous two years, 887 institutional investors and hedge funds held shares of iShares S&P Mid-Cap 400 Growth ETF. The most heavily invested institutionals were Morgan Stanley ($699.48M), Wells Fargo & Company MN ($575.14M), Bank of America Corp DE ($343.13M), FMR LLC ($334.74M), Main Management ETF Advisors LLC ($221.39M), Goldman Sachs Group Inc. ($211.72M), and UBS Group AG ($211.18M).Learn more on iShares S&P Mid-Cap 400 Growth ETF's institutional investors.

What percentage of iShares S&P Mid-Cap 400 Growth ETF's stock is owned by institutional investors?

67.99% of iShares S&P Mid-Cap 400 Growth ETF's stock is owned by institutional investors. Learn more on IJK's institutional investor holdings.

Which institutional investors have been buying iShares S&P Mid-Cap 400 Growth ETF's stock?

Of the 712 institutional investors that purchased iShares S&P Mid-Cap 400 Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.85M), International Assets Investment Management LLC ($1.28M), Laurel Wealth Advisors LLC ($995.96K), World Investment Advisors ($848.55K), Captrust Financial Advisors ($427.24K), LPL Financial LLC ($409.81K), and Moment Partners LLC ($401.11K).

How much institutional buying is happening at iShares S&P Mid-Cap 400 Growth ETF?

Institutional investors have bought a total of 7,689,284 shares in the last 24 months. This purchase volume represents approximately $713.99M in transactions.

Which of iShares S&P Mid-Cap 400 Growth ETF's major shareholders have been selling company stock?

Of the 375 institutional investors that sold iShares S&P Mid-Cap 400 Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($1.54M), Laurel Wealth Advisors LLC ($996.26K), Main Management LLC ($669.74K), World Investment Advisors ($447.95K), Midland Wealth Advisors LLC ($430.74K), Perritt Capital Management Inc ($399.04K), and Ameriprise Financial Inc. ($283.19K).

How much institutional selling is happening at iShares S&P Mid-Cap 400 Growth ETF?

Institutional investors have sold a total of 8,188,204 shares in the last 24 months. This volume of shares sold represents approximately $765.26M in transactions.


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This page (NYSEARCA:IJK) was last updated on 5/5/2026 by MarketBeat.com Staff.
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