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IJK — ISHARES S&P MID-CAP 400 GROW

Reported value held$3.62B
Funds holding (latest)26
Sector—
Funds holding (Q2 2026)18
Institutional value$3.61B · 30.72M sh
New / Add / Cut / Exit4 / 6 / 7 / 2
Top-5 / Top-10 concentration76.7% / 99.4%
Institutional holdings change Accumulating +1.5% (+461.76K sh)
Institutional value change Up +18.6%

As of Q2 2026, 18 SEC-registered investment managers reported holding IJK (ISHARES S&P MID-CAP 400 GROW) in their latest 13F filings, with a combined reported value of $3.61B across 30.72M shares. That is +1.5% by share count (+461.76K shares) versus the previous quarter, while reported value moved +18.6%. Ownership is concentrated: the five largest holders account for 76.7% of reported value and the top ten for 99.4%.

Compared with the prior quarter, 4 opened new positions, 6 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 18 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 7.37M $865.48M 0.05% Reduce
Wells Fargo & Co history 5.89M $692.55M 0.12% Hold
Fidelity Management & Research (FMR) history 4.49M $527.81M 0.03% Reduce
Bank of America Corp history 3.68M $432.12M 0.03% Add
Goldman Sachs Group history 2.14M $251.39M 0.02% Reduce
PNC Financial Services history 2.01M $236.50M 0.12% Add
UBS Group AG history 1.91M $224.11M 0.03% Reduce
Northern Trust Corp history 1.10M $129.64M 0.01% Reduce
BNY Mellon history 985.57K $115.80M 0.02% Add
JPMorgan Chase & Co history 956.03K $110.85M 0.01% New
Two Sigma Investments history 66.80K $7.85M 0.01% New
Citigroup Inc history 43.99K $5.17M 0.00% Add
AQR Capital Management history 28.25K $3.32M 0.00% Reduce
Franklin Resources history 19.68K $2.31M 0.00% Reduce
Citadel Advisors history 14.60K $1.72M 0.00% Add
BlackRock Inc history 9.57K $1.12M 0.00% Add
Point72 Asset Management history 7.84K $920.73K 0.00% New
Harris Associates (Oakmark) history 292 $34.31K 0.00% New

Q1 2026 — 16 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 7.79M $783.79M 0.05% Add
Wells Fargo & Co history 5.87M $590.47M 0.11% Reduce
Fidelity Management & Research (FMR) history 4.60M $462.91M 0.03% Add
Bank of America Corp history 3.61M $363.52M 0.03% Hold
Goldman Sachs Group history 2.16M $217.61M 0.03% Reduce
UBS Group AG history 2.09M $209.94M 0.03% Reduce
PNC Financial Services history 1.93M $194.60M 0.11% Hold
Northern Trust Corp history 1.12M $113.14M 0.01% Reduce
BNY Mellon history 949.57K $95.55M 0.02% Add
Citigroup Inc history 42.35K $4.26M 0.00% Hold
AQR Capital Management history 28.97K $2.92M 0.00% Add
Renaissance Technologies history 20.80K $2.09M 0.00% New
Franklin Resources history 20.48K $2.06M 0.00% Add
BlackRock Inc history 7.86K $790.70K 0.00% Reduce
Citadel Advisors history 2.40K $241.49K 0.00% New
T. Rowe Price Associates history 11.83K $1.19K 0.00% Reduce

Q4 2025 — 18 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 7.22M $699.48M 0.04% Add
Wells Fargo & Co history 5.94M $575.13M 0.11% Reduce
Fidelity Management & Research (FMR) history 4.18M $404.51M 0.02% Add
Bank of America Corp history 3.62M $351.15M 0.03% Add
Goldman Sachs Group history 2.19M $211.72M 0.03% Hold
UBS Group AG history 2.18M $211.18M 0.04% Add
PNC Financial Services history 1.94M $187.95M 0.10% Hold
Northern Trust Corp history 1.13M $109.78M 0.01% Add
JPMorgan Chase & Co history 885.10K $85.75M 0.01% Add
BNY Mellon history 821.56K $79.59M 0.01% Add
Citigroup Inc history 42.38K $4.11M 0.00% Reduce
Franklin Resources history 18.92K $1.83M 0.00% Hold
BlackRock Inc history 15.65K $1.52M 0.00% Add
AQR Capital Management history 13.55K $1.31M 0.00% Reduce
Vanguard Group history 11.21K $1.09M 0.00% Add
MFS Investment Management history 6.52K $631.85K 0.00% New
Deutsche Bank AG history 404 $39.14K 0.00% New
T. Rowe Price Associates history 19.70K $1.91K 0.00% Add

Q3 2025 — 17 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 7.17M $687.17M 0.04% Reduce
Wells Fargo & Co history 6.06M $580.87M 0.11% Reduce
Fidelity Management & Research (FMR) history 3.98M $382.01M 0.02% Reduce
Bank of America Corp history 3.58M $343.13M 0.02% Reduce
Goldman Sachs Group history 2.19M $210.39M 0.03% Add
UBS Group AG history 2.15M $206.09M 0.03% Add
PNC Financial Services history 1.95M $186.66M 0.11% Reduce
Northern Trust Corp history 1.10M $105.80M 0.01% Add
JPMorgan Chase & Co history 878.87K $84.28M 0.01% Add
BNY Mellon history 810.97K $77.76M 0.01% Reduce
Citigroup Inc history 66.83K $6.41M 0.00% Add
Franklin Resources history 18.92K $1.81M 0.00% Reduce
AQR Capital Management history 16.00K $1.53M 0.00% Add
Citadel Advisors history 14.58K $1.40M 0.00% Add
Vanguard Group history 11.15K $1.07M 0.00% Reduce
BlackRock Inc history 8.99K $862.05K 0.00% Reduce
T. Rowe Price Associates history 12.47K $1.20K 0.00% Add

Q2 2025 — 18 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 7.35M $668.39M 0.04% Reduce
Wells Fargo & Co history 6.13M $557.65M 0.12% Reduce
Fidelity Management & Research (FMR) history 4.12M $374.89M 0.02% Add
Bank of America Corp history 3.80M $345.49M 0.03% Add
Goldman Sachs Group history 2.16M $196.34M 0.03% Add
UBS Group AG history 2.05M $186.35M 0.03% Reduce
PNC Financial Services history 1.96M $178.06M 0.12% Reduce
Northern Trust Corp history 1.10M $99.81M 0.01% Add
BNY Mellon history 866.47K $78.83M 0.01% Add
JPMorgan Chase & Co history 862.22K $78.44M 0.01% Reduce
Citigroup Inc history 44.73K $4.07M 0.00% Reduce
Franklin Resources history 20.24K $1.84M 0.00% Reduce
BlackRock Inc history 11.51K $1.05M 0.00% Reduce
Vanguard Group history 11.34K $1.03M 0.00% Add
AQR Capital Management history 10.65K $968.72K 0.00% Reduce
Citadel Advisors history 7.18K $652.96K 0.00% Reduce
Renaissance Technologies history 2.30K $209.25K 0.00% New
T. Rowe Price Associates history 9.44K $859 0.00% Add

Q1 2025 — 17 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 7.44M $619.23M 0.05% Add
Wells Fargo & Co history 6.28M $523.19M 0.12% Reduce
Fidelity Management & Research (FMR) history 4.00M $332.74M 0.02% Add
Bank of America Corp history 3.67M $305.37M 0.03% Add
Goldman Sachs Group history 2.09M $174.33M 0.03% Add
UBS Group AG history 2.08M $173.16M 0.03% Reduce
PNC Financial Services history 2.00M $166.93M 0.09% Reduce
Northern Trust Corp history 1.03M $86.10M 0.01% Hold
JPMorgan Chase & Co history 872.81K $72.69M 0.01% Add
BNY Mellon history 853.75K $71.10M 0.01% Add
Citigroup Inc history 107.58K $8.96M 0.01% Add
Franklin Resources history 22.36K $1.86M 0.00% Hold
BlackRock Inc history 11.62K $967.30K 0.00% Add
Vanguard Group history 11.27K $938.22K 0.00% Reduce
AQR Capital Management history 11.07K $922.30K 0.00% Add
Citadel Advisors history 8.68K $722.70K 0.00% Add
T. Rowe Price Associates history 4.58K $382 0.00% New

View all 26 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Morgan Stanley 7.37M 7.79M 7.22M 7.17M 7.35M 7.44M 7.18M 6.78M 6.74M 6.67M 6.66M 6.59M 6.60M 6.68M 6.79M 6.70M 6.72M 6.66M 6.62M 6.49M
Wells Fargo & Co 5.89M 5.87M 5.94M 6.06M 6.13M 6.28M 6.44M 6.76M 7.07M 7.26M 7.80M 8.01M 8.16M 8.58M 8.87M 9.19M 9.45M 9.94M 10.19M 10.52M
Fidelity Management & Research (FMR) 4.49M 4.60M 4.18M 3.98M 4.12M 4.00M 3.68M 3.75M 3.73M 3.79M 3.77M 3.52M 3.39M 3.59M 3.61M 2.97M 2.73M 1.74M 1.55M 1.05M
Bank of America Corp 3.68M 3.61M 3.62M 3.58M 3.80M 3.67M 3.63M 3.71M 3.35M 3.53M 3.72M 3.25M 3.20M 3.57M 3.87M 3.26M 3.25M 3.26M 3.46M 3.23M
Goldman Sachs Group 2.14M 2.16M 2.19M 2.19M 2.16M 2.09M 2.01M 2.05M 3.44M 3.40M 3.42M 3.12M 3.12M 3.14M 3.12M 3.14M 3.26M 3.27M 3.14M 3.20M
PNC Financial Services 2.01M 1.93M 1.94M 1.95M 1.96M 2.00M 2.02M 1.96M 1.92M 1.93M 1.94M 2.02M 2.02M 2.04M 2.11M 2.14M 2.14M 2.79M 2.76M 2.67M
UBS Group AG 1.91M 2.09M 2.18M 2.15M 2.05M 2.08M 2.19M 2.22M 2.18M 2.16M 2.07M 2.03M 1.99M 1.85M 1.84M 1.91M 1.85M 1.91M 1.89M 2.12M
Northern Trust Corp 1.10M 1.12M 1.13M 1.10M 1.10M 1.03M 1.03M 979.58K 935.46K 910.82K 871.66K 807.72K 802.61K 814.83K 823.54K 830.30K 847.47K 898.78K 899.43K 860.15K
BNY Mellon 985.57K 949.57K 821.56K 810.97K 866.47K 853.75K 778.57K 705.02K 719.80K 688.99K 717.59K 715.11K 720.02K 692.30K 747.54K 785.64K 811.31K 840.49K 831.47K 779.81K
JPMorgan Chase & Co 956.03K — 885.10K 878.87K 862.22K 872.81K 862.79K 687.89K 671.19K 818.62K 853.24K 442.20K 432.35K 413.49K 406.81K 399.30K 410.44K 403.02K 405.76K 394.42K
Two Sigma Investments 66.80K — — — — — — — — — — — — — — — — — — —
Citigroup Inc 43.99K 42.35K 42.38K 66.83K 44.73K 107.58K 106.20K 127.83K 103.07K 102.03K 94.69K 15.62K 15.30K 16.26K 17.04K 17.51K 18.28K 18.91K 18.50K 20.94K
AQR Capital Management 28.25K 28.97K 13.55K 16.00K 10.65K 11.07K 3.23K 3.84K 3.70K — — — — — — — — — — —
Franklin Resources 19.68K 20.48K 18.92K 18.92K 20.24K 22.36K 22.36K 21.66K 23.36K 21.77K 22.21K 22.21K 19.71K 19.06K 19.14K 19.25K 19.36K 21.10K 23.35K 23.67K
Citadel Advisors 14.60K 2.40K — 14.58K 7.18K 8.68K 5.54K 33.38K 25.10K 2.48K 7.37K 24.41K 13.18K 7.62K 6.66K 14.54K 34.38K 33.46K 11.08K 67.20K
BlackRock Inc 9.57K 7.86K 15.65K 8.99K 11.51K 11.62K 11.55K 9.11K — — — — — — — — — — — —
Point72 Asset Management 7.84K — — — — — — — — — — — — — — — — — — —
Harris Associates (Oakmark) 292 — — — — — — — — — — — — — — — — — — —
Deutsche Bank AG — — 404 — — — — — — — — — — — — — — — — —
Renaissance Technologies — 20.80K — — 2.30K — 16.90K — — — — 7.00K 8.90K — 9.80K — 11.60K 4.60K 8.90K 5.60K

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