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

iShares S&P Mid-Cap 400 Growth ETF logo
$111.83 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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)
455
Total
Institutional Inflows
(last 12 months)
$703.75M
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$733.03M
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IJK Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026 GKV Capital Management Co. Inc.1,100$111K0.0%N/A0.001%
5/20/2026 SOA Wealth Advisors LLC.78,860$7.94M0.8%-1.9%0.081%
5/19/2026 Front Row Advisors LLC10,486$1.06M0.4%-1.9%0.011%
5/19/2026 Western Wealth Management LLC11,388$1.15M0.0%+2.6%0.012%
5/19/2026 Royal Fund Management LLC18,519$1.94M0.2%+41.0%0.019%
5/19/2026 Bank of America Corp DE3,612,759$363.52M0.0%-0.3%3.719%
5/19/2026 Centaurus Financial Inc.122,134$12.29M0.6%N/A0.126%
5/19/2026 Strategic Investment Advisors MI1,386$139K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors69,863$7.03M0.1%+13.9%0.072%
5/18/2026 Sunbelt Securities Inc.58,050$5.84M0.4%+0.6%0.060%
5/18/2026 EverSource Wealth Advisors LLC1,450$146K0.0%-19.2%0.001%
5/18/2026 Royal Bank of Canada551,904$55.53M0.0%+3.2%0.568%
5/16/2026 Glen Eagle Advisors LLC6,625$667K0.1%+3.4%0.007%
5/16/2026 Quantinno Capital Management LP22,418$2.26M0.0%+11.2%0.023%
5/15/2026 Gateway Wealth Partners LLC4,426$445K0.0%+100.1%0.005%
5/15/2026 Bradley Foster & Sargent Inc. CT3,896$392K0.0%+18.2%0.004%
5/15/2026 Waverly Advisors LLC145,681$14.66M0.1%-1.1%0.150%
5/14/2026 Renaissance Technologies LLC20,800$2.09M0.0%N/A0.021%
5/14/2026 Modern Wealth Management LLC491,460$50.00M0.9%+19,935.1%0.506%
5/14/2026 RMG Wealth Management LLC504$51K0.0%+972.3%0.001%
5/14/2026 Sei Investments Co.5,167$520K0.0%+7.4%0.005%
5/14/2026 Lido Advisors LLC307,696$30.96M0.1%+7.0%0.317%
5/13/2026 Cetera Investment Advisers231,726$23.32M0.0%+2.2%0.239%
5/13/2026 Clearwater Capital Advisors LLC2,918$294K0.0%-3.9%0.003%
5/13/2026 NewEdge Wealth LLC52,188$5.25M0.1%+26.3%0.054%
5/13/2026 First Citizens Bank & Trust Co.11,211$1.13M0.0%-12.1%0.012%
5/13/2026 First Trust Advisors LP8,321$837K0.0%-18.1%0.009%
5/8/2026 Pacific Sun Financial Corp6,892$693K0.3%+1.9%0.007%
5/8/2026 PNC Financial Services Group Inc.1,934,048$194.60M0.1%-0.3%1.991%
5/8/2026 Cassaday & Co Wealth Management LLC212,240$21.36M0.5%+2.5%0.218%
5/8/2026 Johnson Financial Group Inc.565$57K0.0%-22.2%0.001%
5/7/2026 AlTi Global Inc.112,998$11.37M0.2%-0.6%0.116%
5/7/2026 Basepoint Wealth LLC458$46K0.0%-50.3%0.000%
5/7/2026 ANB Bank38,364$3.86M1.6%+3.2%0.039%
5/7/2026 Hershey Financial Advisers LLC5,029$506K0.4%N/A0.005%
5/6/2026 Sterling Financial Planning Inc.185,467$18.66M5.5%+0.9%0.191%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC2,688$270K0.0%+833.3%0.003%
5/6/2026 Modera Wealth Management LLC7,894$794K0.0%-15.2%0.008%
5/6/2026 Townsend Asset Management Corp NC ADV2,670$269K0.1%+221.7%0.003%
5/6/2026 Advisortrust Partners LLC564$57K0.0%N/A0.001%
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5/6/2026 Assetmark Inc.2,335$235K0.0%+51.5%0.002%
5/6/2026 Main Street Group LTD1,100$111K0.0%N/A0.001%
5/6/2026 Angeles Wealth Management LLC296$30K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.19,290$1.94M0.0%-17.0%0.020%
5/6/2026 Gerald Baker Financial Group LLC2,956$297K0.1%N/A0.003%
5/6/2026 Allspring Global Investments Holdings LLC3,941$401K0.0%-55.7%0.004%
5/6/2026 Independent Financial Group LLC100,396$10.10M0.3%N/A0.103%
5/6/2026 Frazier Financial Advisors LLC481$48K0.0%N/A0.000%
5/5/2026 D.A. Davidson & CO.1,226,067$123.37M0.7%+2.8%1.262%
5/5/2026 Navigation Group LLC3,660$368K0.1%N/A0.004%
5/5/2026 Bank of New York Mellon Corp949,569$95.55M0.0%+15.6%0.977%
5/5/2026 Three Seasons Wealth LLC22,216$2.24M0.9%N/A0.023%
5/5/2026 Geneos Wealth Management Inc.4,519$455K0.0%+18.6%0.005%
5/5/2026 SouthState Bank Corp6,887$693K0.0%-6.8%0.007%
5/5/2026 Sanctuary 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%
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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%


IJK Institutional Ownership - Frequently Asked Questions

During the previous two years, 889 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 ($363.52M), 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.

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.

Of the 713 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), Modern Wealth Management LLC ($489.18K), LPL Financial LLC ($409.81K), and Moment Partners LLC ($401.11K).

Institutional investors have bought a total of 7,385,411 shares in the last 24 months. This purchase volume represents approximately $703.75M in transactions.

Of the 368 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 Bank of America Corp DE ($230.93K).

Institutional investors have sold a total of 7,793,514 shares in the last 24 months. This volume of shares sold represents approximately $733.03M in transactions.



This page (NYSEARCA:IJK) was last updated on 5/25/2026 by MarketBeat.com Staff.
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