ISHARES S&P MID-CAP 400 GROW (IJK) Institutional Ownership Changes & 13F Activity
ISHARES S&P MID-CAP 400 GROW (IJK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Modern Wealth Management, Llc, Vestmark Advisory Solutions, Inc., Jones Financial Companies Lllp, and Centaurus Financial, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Elm Partners Management Llc | Sell | -6 | -0.2% | 3,213 | $377.51K | Q2 2026 | Oct 07, 2026 |
| Envestnet Asset Management Inc | Buy | +103,836 | +5.3% | 2,065,287 | $242.67M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -1,652 | -9.2% | 16,344 | $1.92M | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of So Dak | Sell | -800 | -25.0% | 2,400 | $282.00K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Sell | -2,296 | -1.5% | 154,635 | $18.17M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +10 | +0.3% | 3,514 | $412.92K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -4,602 | -8.9% | 46,937 | $5.51M | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -375 | -2.1% | 17,202 | $2.02M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +1,521 | +2.3% | 66,939 | $7.87M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -80 | -0.6% | 12,487 | $1.47M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +1 | +0.5% | 185 | $21.70K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -2,369 | -7.1% | 30,765 | $3.61M | Q2 2026 | Aug 18, 2026 |
| Denver Pwm, Llc | Sell | -631 | -1.0% | 64,609 | $7.69M | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Sell | -119,611 | -97.9% | 2,523 | $296.00K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -113,432 | -79.1% | 30,016 | $3.53M | Q2 2026 | Aug 17, 2026 |
| Blue Edge Capital, Llc | Buy | +99,403 | — | 99,403 | $11.68M | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +59,837 | — | 59,837 | $7.03M | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +8,598 | — | 8,598 | $1.01M | Q2 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Buy | +3,633 | — | 3,633 | $426.91K | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Buy | +2,532 | — | 2,532 | $298.00K | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +2,213 | — | 2,213 | $260.03K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +199 | +3.6% | 5,656 | $664.55K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +28 | +0.4% | 6,624 | $777.97K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +989,033 | — | 989,033 | $116.57M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -488,614 | -99.4% | 2,846 | $334.43K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +134,394 | +762.8% | 152,013 | $17.86M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +121,981 | +21.2% | 696,600 | $80.39M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -116,247 | -72.2% | 44,788 | $5.26M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +98,854 | +17.9% | 650,758 | $76.47M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +66,800 | — | 66,800 | $7.85M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about IJK activity
Which institutional owners are buying IJK?
Institutional owners buying IJK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IJK activity?
"Buy" means an investor increased their reported position in IJK compared to the prior reporting period. This reflects growing exposure to ISHARES S&P MID-CAP 400 GROW (IJK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IJK increasing?
Institutional interest in IJK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.