Go Pro
→ Barricks gold output fell from 2 million ounces to 719000 (From Golden Portfolio) (Ad)tc pixel Free IJK Stock Alerts

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

iShares S&P Mid-Cap 400 Growth ETF logo
$118.90 +0.29 (+0.24%)
As of 02:28 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)
401
Total
Institutional Inflows
(last 12 months)
$608.20M
Number of
Institutional Sellers
(last 12 months)
297
Total
Institutional Outflows
(last 12 months)
$626.89M
Get IJK Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares S&P Mid-Cap 400 Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IJK Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026 Trust Co. of Vermont16,895$1.99M0.1%N/A0.018%
8/6/2026 Clearstead Trust LLC1,560$183K0.0%N/A0.002%
8/5/2026USA Financial Formulas1,041,989$104.85M19.2%N/A1.089%
7/10/2026 Lee Kelleher & Klein Wealth Management39,184$4.60M2.4%+1.8%0.041%
7/10/2026 JFS Wealth Advisors LLC92,285$10.84M0.5%-1.6%0.096%
7/10/2026 City Holding Co.12,773$1.50M0.2%-5.9%0.013%
7/10/2026 Prosperity Planning Inc.6,686$786K0.2%-3.2%0.007%
7/10/2026 FC Advisory LLC1,926$226K0.1%N/A0.002%
7/10/2026 Perkins Coie Trust Co44,168$5.19M0.9%-0.6%0.046%
7/10/2026 Wealthcare Advisory Partners LLC2,243$264K0.0%-24.2%0.002%
7/9/2026 Financial Advisory Corp1,744$205K0.0%N/A0.002%
7/9/2026 Sapient Capital LLC5,547$652K0.0%+32.4%0.006%
7/9/2026 Atlas Brown Inc.9,392$1.10M0.3%-1.7%0.010%
7/9/2026 Whitaker Myers Wealth Managers LTD.36,899$4.34M0.7%+4.2%0.038%
7/9/2026 Breakwater Capital Group9,531$1.12M0.1%-5.3%0.010%
7/9/2026 Valeo Financial Advisors LLC7,594$892K0.0%+70.7%0.008%
7/8/2026 Kwmg LLC1,880$221K0.0%N/A0.002%
7/8/2026 OFS Enterprise LLC82,646$9.71M2.5%+0.5%0.086%
7/7/2026 First Citizens Financial Corp72,538$8.52M3.6%-1.2%0.075%
7/7/2026 Mechanics Bank Trust Department70,649$8.30M1.0%-0.8%0.073%
7/7/2026 Inspirion Wealth Advisors LLC166,148$19.29M2.2%-9.1%0.172%
7/7/2026 GAMMA Investing LLC1,652$194K0.0%+189.3%0.002%
7/7/2026 Avior Wealth Management LLC24,472$2.88M0.1%+176.3%0.025%
7/7/2026 Value Investment Professionals LLC2,767$325K0.3%N/A0.003%
7/7/2026 Harbor Investment Advisory LLC18,122$2.13M0.1%-1.5%0.019%
7/7/2026 Arlington Trust Co LLC2,310$271K0.0%N/A0.002%
7/7/2026 CoreCap Advisors LLC4,569$537K0.0%-96.9%0.005%
7/2/2026 Kozak & Associates Inc.230,502$26.75M4.6%+1,525.7%0.240%
7/2/2026 CX Institutional25,811$3.03M0.1%+2.3%0.027%
7/1/2026 Noble Wealth Management PBC2,611$307K0.1%+41.2%0.003%
6/22/2026 Sapient Capital LLC4,188$421K0.0%+13.6%0.004%
6/18/2026Western Wealth Management LLC11,388$1.15M0.0%+2.6%0.012%
6/3/2026 NewEdge Advisors LLC17,553$1.77M0.0%-10.2%0.018%
6/2/2026Blue Edge Capital LLC98,194$9.88M1.3%+2.6%0.101%
6/1/2026Integrated Investment Consultants LLC3,961$399K0.1%+3.9%0.004%
5/29/2026 Asset Dedication LLC2,415$243K0.0%+16.0%0.002%
5/26/2026Ruggaard & Associates LLC8,731$879K0.3%-26.3%0.009%
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%
5/19/2026Front Row Advisors LLC10,486$1.06M0.4%-1.9%0.011%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
5/19/2026Western 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%
5/19/2026Bank of America Corp DE3,612,759$363.52M0.0%-0.3%3.719%
5/19/2026Centaurus Financial Inc.122,134$12.29M0.6%N/A0.126%
5/19/2026Strategic Investment Advisors MI1,386$139K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors69,863$7.03M0.1%+13.9%0.072%
5/18/2026Sunbelt 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%
5/18/2026Royal Bank of Canada551,904$55.53M0.0%+3.2%0.568%
5/16/2026Glen Eagle Advisors LLC6,625$667K0.1%+3.4%0.007%
5/16/2026Quantinno 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%
5/15/2026Bradley Foster & Sargent Inc. CT3,896$392K0.0%+18.2%0.004%
5/15/2026Waverly Advisors LLC145,681$14.66M0.1%-1.1%0.150%
5/14/2026Renaissance Technologies LLC20,800$2.09M0.0%N/A0.021%
5/14/2026Modern Wealth Management LLC491,460$50.00M0.9%+19,935.1%0.506%
5/14/2026RMG Wealth Management LLC504$51K0.0%+972.3%0.001%
5/14/2026Sei 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%
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%
5/6/2026Allspring 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%
5/5/2026Three 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%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
5/5/2026 SouthState 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%
5/5/2026Broadview 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%


IJK Institutional Ownership - Frequently Asked Questions

During the previous two years, 870 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 684 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), USA Financial Formulas ($1.08M), Laurel Wealth Advisors LLC ($995.96K), World Investment Advisors ($848.55K), Modern Wealth Management LLC ($489.18K), and Moment Partners LLC ($401.11K).

Institutional investors have bought a total of 6,145,206 shares in the last 24 months. This purchase volume represents approximately $608.20M in transactions.

Of the 295 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), World Investment Advisors ($447.95K), Midland Wealth Advisors LLC ($430.74K), Perritt Capital Management Inc ($399.04K), Bank of America Corp DE ($230.93K), and Willis Johnson & Associates Inc. ($208.30K).

Institutional investors have sold a total of 6,578,408 shares in the last 24 months. This volume of shares sold represents approximately $626.89M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IJK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
SpaceX pays a 10X launch penalty
SpaceX burns roughly $200,000 in fuel per Falcon 9 launch - about $20 million across 100 missions. One unde...
Freedom Financial | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel