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

iShares S&P Mid-Cap 400 Growth ETF logo
$115.13 0.00 (0.00%)
As of 07/2/2026 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)
458
Total
Institutional Inflows
(last 12 months)
$729.45M
Number of
Institutional Sellers
(last 12 months)
367
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/22/2026Sapient Capital LLC4,188$421K0.0%+13.6%0.004%
6/18/2026Western Wealth Management LLC11,388$1.15M0.0%+2.6%0.012%
6/3/2026NewEdge 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%
5/29/2026Asset Dedication LLC2,415$243K0.0%+16.0%0.002%
5/26/2026Ruggaard & Associates LLC8,731$879K0.3%-26.3%0.009%
5/21/2026GKV Capital Management Co. Inc.1,100$111K0.0%N/A0.001%
5/20/2026SOA 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%
5/19/2026Western Wealth Management LLC11,388$1.15M0.0%+2.6%0.012%
5/19/2026Royal 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%
5/19/2026Arkadios Wealth Advisors69,863$7.03M0.1%+13.9%0.072%
5/18/2026Sunbelt Securities Inc.58,050$5.84M0.4%+0.6%0.060%
5/18/2026EverSource 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%
5/15/2026Gateway 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%
5/14/2026Lido Advisors LLC307,696$30.96M0.1%+7.0%0.317%
5/13/2026Cetera Investment Advisers231,726$23.32M0.0%+2.2%0.239%
5/13/2026Clearwater Capital Advisors LLC2,918$294K0.0%-3.9%0.003%
5/13/2026NewEdge Wealth LLC52,188$5.25M0.1%+26.3%0.054%
5/13/2026First Citizens Bank & Trust Co.11,211$1.13M0.0%-12.1%0.012%
5/13/2026First Trust Advisors LP8,321$837K0.0%-18.1%0.009%
5/8/2026Pacific Sun Financial Corp6,892$693K0.3%+1.9%0.007%
5/8/2026PNC Financial Services Group Inc.1,934,048$194.60M0.1%-0.3%1.991%
5/8/2026Cassaday & Co Wealth Management LLC212,240$21.36M0.5%+2.5%0.218%
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5/8/2026Johnson Financial Group Inc.565$57K0.0%-22.2%0.001%
5/7/2026AlTi Global Inc.112,998$11.37M0.2%-0.6%0.116%
5/7/2026Basepoint Wealth LLC458$46K0.0%-50.3%0.000%
5/7/2026ANB Bank38,364$3.86M1.6%+3.2%0.039%
5/7/2026Hershey Financial Advisers LLC5,029$506K0.4%N/A0.005%
5/6/2026Sterling Financial Planning Inc.185,467$18.66M5.5%+0.9%0.191%
5/6/2026Annis Gardner Whiting Capital Advisors LLC2,688$270K0.0%+833.3%0.003%
5/6/2026Modera Wealth Management LLC7,894$794K0.0%-15.2%0.008%
5/6/2026Townsend Asset Management Corp NC ADV2,670$269K0.1%+221.7%0.003%
5/6/2026Advisortrust Partners LLC564$57K0.0%N/A0.001%
5/6/2026Assetmark Inc.2,335$235K0.0%+51.5%0.002%
5/6/2026Main Street Group LTD1,100$111K0.0%N/A0.001%
5/6/2026Angeles Wealth Management LLC296$30K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.19,290$1.94M0.0%-17.0%0.020%
5/6/2026Gerald Baker Financial Group LLC2,956$297K0.1%N/A0.003%
5/6/2026Allspring Global Investments Holdings LLC3,941$401K0.0%-55.7%0.004%
5/6/2026Independent Financial Group LLC100,396$10.10M0.3%N/A0.103%
5/6/2026Frazier Financial Advisors LLC481$48K0.0%N/A0.000%
5/5/2026D.A. Davidson & CO.1,226,067$123.37M0.7%+2.8%1.262%
5/5/2026Navigation Group LLC3,660$368K0.1%N/A0.004%
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%
5/5/2026Sigma Planning Corp29,046$2.92M0.1%-4.8%0.030%
5/5/2026Broadview Financial Management LLC92,714$9.33M6.4%-1.1%0.095%
5/4/2026Milestones Private Investment Advisors LLC4,656$468K0.4%-40.4%0.005%
5/4/2026AMG National Trust Bank12,500$1.26M0.0%+6.0%0.013%
5/4/2026Retirement Planning Group LLC21,003$2.11M0.1%-9.8%0.022%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,093$211K0.0%N/A0.002%
5/4/2026Bryn Mawr Trust Advisors LLC83,841$8.44M0.4%-0.7%0.086%
5/4/2026Bleakley Financial Group LLC10,536$1.06M0.0%N/A0.011%
5/4/2026Chicago Partners Investment Group LLC9,949$1.09M0.0%+4.8%0.010%
5/4/2026Parr Mcknight Wealth Management Group LLC64,569$6.50M0.9%N/A0.066%
5/4/2026Moment Partners LLC381,923$38.43M6.9%+0.3%0.393%
5/2/2026Navigate Wealth Management LLC4,758$522K0.4%N/A0.005%
5/2/2026International Assets Investment Management LLC10,448$1.06M0.0%-5.4%0.011%
5/2/2026Associated Banc Corp87,643$8.82M0.2%+0.3%0.090%
5/2/2026Diversify Wealth Management LLC45,373$4.85M0.1%+1,308.7%0.047%
5/2/2026Valmark Advisers Inc.2,690$271K0.0%N/A0.003%
5/1/2026Citizens Financial Group Inc. RI48,971$4.93M0.1%-8.7%0.050%
5/1/2026Midwest Trust Co33,868$3.41M0.0%-2.6%0.035%
5/1/2026Fifth Third Bancorp295,026$29.69M0.1%+105.2%0.304%
5/1/2026WealthShield Partners LLC9,662$972K0.1%-1.0%0.010%
5/1/2026Sequoia Financial Advisors LLC3,482$350K0.0%-14.2%0.004%
4/30/2026Hsbc Holdings PLC101,173$10.18M0.0%-1.0%0.104%
4/30/2026Accredited Investors Inc.2,676$269K0.0%-22.9%0.003%
4/30/2026Roman Butler Fullerton & Co.3,015$318K0.1%+40.0%0.003%
4/30/2026Texas Bank & Trust Co7,544$759K0.3%+8.3%0.008%
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4/30/2026Griffin Asset Management Inc.8,538$859K0.1%-8.0%0.009%
4/30/2026First Horizon Corp12,964$1.30M0.1%+1.1%0.013%
4/30/2026Ibex Wealth Advisors4,898$493K0.0%N/A0.005%
4/30/2026Kestra Advisory Services LLC180,031$18.12M0.1%+2.4%0.186%
4/30/2026Personal CFO Solutions LLC3,557$358K0.1%+7.8%0.004%
4/30/2026CFS Investment Advisory Services LLC37,045$4.07M0.3%-1.4%0.038%
4/29/2026Childress Capital Advisors LLC4,353$438K0.1%N/A0.004%
4/29/2026Renasant Bank5,000$503K0.4%-40.4%0.005%
4/29/2026Bank of Stockton8,628$868K0.3%-19.0%0.009%
4/29/2026Evergreen Private Wealth LLC1,030$104K0.0%N/A0.001%


IJK Institutional Ownership - Frequently Asked Questions

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 ($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 714 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 7,603,749 shares in the last 24 months. This purchase volume represents approximately $729.45M in transactions.

Of the 367 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 7,792,828 shares in the last 24 months. This volume of shares sold represents approximately $733.03M in transactions.


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This page (NYSEARCA:IJK) was last updated on 7/5/2026 by MarketBeat.com Staff.
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