Who owns iShares S&P Mid-Cap 400 Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IJK from SEC Form 13F filings across 996 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 996 institutions disclosed 72.3M shares of iShares S&P Mid-Cap 400 Growth ETF worth $8.42B — about 75.7% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
996
13F holders
$8.42B
value, 2026 filers
75.7%
of shares outstanding (72.3M sh)
127
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IJK's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7.4M | $865.5M | 0.0% | 7.7% | -5.4% |
| 2 | WELLS FARGO & COMPANY/MN | 5.9M | $692.5M | 0.1% | 6.2% | +0.4% |
| 3 | FMR LLC | 4.5M | $527.8M | 0.0% | 4.7% | -2.4% |
| 4 | BANK OF AMERICA CORP /DE/ | 3.7M | $432.1M | 0.0% | 3.8% | +1.8% |
| 5 | True Freedom Investing, LLC | 2.2M | $223.1M | 17.5% | 2.3% | -1.7% |
| 6 | GOLDMAN SACHS GROUP INC | 2.1M | $251.4M | 0.0% | 2.2% | -1.1% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 2.1M | $242.7M | 0.1% | 2.2% | +5.3% |
| 8 | PNC Financial Services Group, Inc. | 2.0M | $236.5M | 0.1% | 2.1% | +4.1% |
| 9 | UBS Group AG | 1.9M | $224.1M | 0.0% | 2% | -8.6% |
| 10 | PINKERTON WEALTH, LLCNEW | 1.8M | $184.7M | 15.9% | 1.9% | new |
| 11 | RAYMOND JAMES FINANCIAL INC | 1.5M | $178.6M | 0.0% | 1.6% | +2.9% |
| 12 | LPL Financial LLC | 1.5M | $173.5M | 0.0% | 1.5% | +3.0% |
| 13 | D.A. DAVIDSON & CO. | 1.3M | $147.0M | 0.8% | 1.3% | +2.0% |
| 14 | Financial Engines Advisors L.L.C. | 1.2M | $137.5M | 0.2% | 1.2% | -5.0% |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.1M | $134.8M | 0.1% | 1.2% | +3.3% |
| 16 | NORTHERN TRUST CORP | 1.1M | $129.6M | 0.0% | 1.2% | -1.9% |
| 17 | AMERIPRISE FINANCIAL INC | 989,033 | $116.6M | 0.0% | 1% | +4.6% |
| 18 | Bank of New York Mellon Corp | 985,567 | $115.8M | 0.0% | 1% | +3.8% |
| 19 | JPMORGAN CHASE & CO | 956,027 | $110.9M | 0.0% | 1% | +5.8% |
| 20 | MAI Capital Management | 728,317 | $85.6M | 0.3% | 0.8% | +0.8% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 696,600 | $80.4M | 0.0% | 0.7% | +21.2% |
| 22 | ROYAL BANK OF CANADA | 650,758 | $76.5M | 0.0% | 0.7% | +17.9% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 590,043 | $69.3M | 0.1% | 0.6% | -0.2% |
| 24 | KEYBANK NATIONAL ASSOCIATION/OH | 562,576 | $66.1M | 0.2% | 0.6% | +0.7% |
| 25 | Cerity Partners LLC | 536,489 | $63.0M | 0.1% | 0.6% | +1.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.