IJK · iShares S&P Mid-Cap 400 Growth ETF ETF
$113.45
+0.07 (+0.06%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $7,646,312
Total Shares: 65,075
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
72.1%
+58.4 pts
Top 5
100.0%
+57.4 pts
Top 10
100.0%
+41.4 pts
HHI
5,735
Highly concentrated+5,224
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
2
Decreased
1
Sold Out
446
Unchanged
0
Holder count:
-445
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +12,200 | 14,600 | |
| Mid Parkside Financial Bank & Trust | +10 | 3,514 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −4,602 | 46,937 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | 24 | $2,820 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 7,789,591 | $783,788,643 | |
| Mega WELLS FARGO & COMPANY/MN | 5,868,364 | $590,474,783 | |
| Mega FMR LLC | 4,600,564 | $462,908,748 | |
| Mega BANK OF AMERICA CORP /DE/ | 3,612,759 | $363,515,809 | |
| Small SHERMAN PORFOLIOS, LLC | 2,256,315 | $227,030,415 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IJK | $5,515,097 | 72.13% | 46,937 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IJK | $1,198,500 | 15.67% | 10,200 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IJK | $517,000 | 6.76% | 4,400 | Put | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IJK | $412,895 | 5.40% | 3,514 | Shares | 2026-09-04 | |
| Small TUCKER ASSET MANAGEMENT LLC IJK | $2,820 | 0.04% | 24 | Shares | 2026-08-27 |