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iShares S&P Mid-Cap 400 Growth ETF

845 hedge funds and large institutions have $5.92B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 249 increasing their positions, 263 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
Holders Change
-48
Holders Change %
-5.38%
% of All Funds
11.48%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
42
Increased
249
Reduced
263
Closed
74
Calls
$83K
Puts
$57K
Net Calls
+$26K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Shares
Change %
FF
251
Finley Financial
Nevada
$1.25M
MMHP
252
Murphy Middleton Hinkle & Parker
Georgia
$1.25M +$60.3K +724 +5%
AHC
253
Anderson Hoagland & Co
Missouri
$1.22M
SC
254
SouthState Corp
Florida
$1.22M +$659K +7,911 +118%
KA
255
Kozak & Associates
Colorado
$1.22M -$16.9K -212 -1%
PS
256
Principal Securities
Iowa
$1.22M +$56.3K +619 +5%
EIP
257
Ellis Investment Partners
Pennsylvania
$1.21M -$41.6K -499 -3%
LIA
258
LBMC Investment Advisors
Tennessee
$1.21M +$500 +6 +0%
IWM
259
IHT Wealth Management
Illinois
$1.21M -$10.3K -124 -0.8%
USCWA
260
U.S. Capital Wealth Advisors
Texas
$1.19M +$310K +3,727 +35%
DWP
261
Daymark Wealth Partners
Ohio
$1.18M +$1.5K +18 +0.1%
MWM
262
Meridian Wealth Management
Kentucky
$1.17M +$15.5K +186 +1%
AA
263
Argent Advisors
Louisiana
$1.17M +$293K +3,518 +33%
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$1.16M -$19.4K -233 -2%
PAI
265
Pittenger & Anderson Inc
Nebraska
$1.15M
PWAM
266
Private Wealth Asset Management
Iowa
$1.15M +$1.15M +13,760 New
WMWM
267
Whitaker-Myers Wealth Managers
Ohio
$1.13M +$217K +2,608 +24%
NAAA
268
New Age Alpha Advisors
New York
$1.13M +$1.13M +13,542 New
YIA
269
YHB Investment Advisors
Connecticut
$1.12M -$33.3K -400 -3%
CHC
270
City Holding Co
West Virginia
$1.11M +$17.7K +213 +2%
PCA
271
Pallas Capital Advisors
Massachusetts
$1.1M -$4.16K -50 -0.4%
WP
272
WealthShield Partners
North Carolina
$1.1M -$13.7K -165 -1%
MSWM
273
Mowery & Schoenfeld Wealth Management
Illinois
$1.1M
BOS
274
Bank of Stockton
California
$1.08M -$83.3K -1,000 -7%
SI
275
Stephens Inc
Arkansas
$1.07M -$34.2K -411 -3%