iShares S&P Mid-cap 400 Grow ETF (IJK): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
4 concentrated managers hold it (+1 vs last quarter) with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (3 → 4): 1 opened · 0 exited = +1
Net flow in the quarter: +$149K (+1 K shares) · bought $202K and sold $53KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Codex Capital Asset Management L.L.CReduced$2.6M0.9%−0.0 pp
- Terril Brothers$400K0.1%
- Independent Investors$329K0.1%
- Bennett Selby InvestmentsNew$202K0.1%+0.1 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IJK (all 13F filers)
- Morgan Stanley7.4 MBank or trading desk−424 K
- Wells Fargo5.9 MBank or trading desk+26 K
- FMR4.5 MInvestment firm−109 K
- Bank of America3.7 MBank or trading desk+65 K
- True Freedom Investing2.2 MType not verified−39 K
- Goldman Sachs Group2.1 MBank or trading desk−23 K
- Envestnet Asset Management2.1 MWealth adviser+104 K
- PNC Financial Services Group2.0 MBank or trading desk+79 K
- UBS Group1.9 MBank or trading desk−179 K
- Pinkerton Wealth1.8 MWealth adviser+1.8 M
- Shares
- 7.4 M
- Change
- −424 K
See more
- Type
- Bank or trading desk
- Value
- $865M
- Shares
- 5.9 M
- Change
- +26 K
See more
- Type
- Bank or trading desk
- Value
- $693M
- Shares
- 4.5 M
- Change
- −109 K
See more
- Type
- Investment firm
- Value
- $528M
- Shares
- 3.7 M
- Change
- +65 K
See more
- Type
- Bank or trading desk
- Value
- $432M
- True Freedom Investing
- Shares
- 2.2 M
- Change
- −39 K
See more
- Type
- Type not verified
- Value
- $223M
- Shares
- 2.1 M
- Change
- −23 K
See more
- Type
- Bank or trading desk
- Value
- $251M
- Shares
- 2.1 M
- Change
- +104 K
See more
- Type
- Wealth adviser
- Value
- $243M
- Shares
- 2.0 M
- Change
- +79 K
See more
- Type
- Bank or trading desk
- Value
- $237M
- Shares
- 1.9 M
- Change
- −179 K
See more
- Type
- Bank or trading desk
- Value
- $224M
- Pinkerton Wealth
- Shares
- 1.8 M
- Change
- +1.8 M
See more
- Type
- Wealth adviser
- Value
- $185M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗