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iShares S&P Mid-Cap 400 Growth ETF

846 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, 250 increasing their positions, 263 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 894846 (-48)

13% less capital invested

Capital invested by funds: $6.81B → $5.92B (-$886M)

43% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 74

Holders
846
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83K
Puts
$57K
Net Calls
Net Calls Change

Top Buyers

1 +$26.2M
2 +$22M
3 +$21.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.35M
5
Goldman Sachs
Goldman Sachs
New York
+$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
301
Dearborn Partners
Illinois
$914K
OFO
302
OneAscent Family Office
Alabama
$911K
MFG
303
Merit Financial Group
Georgia
$907K
PWM
304
Perigon Wealth Management
California
$902K
SAM
305
Silvercrest Asset Management
New York
$900K
CAL
306
Capital Analysts LLC
Pennsylvania
$894K
PAS
307
PKS Advisory Services
New York
$889K
MIC
308
Meridian Investment Counsel
California
$886K
AL
309
ACAS LLC
California
$885K
OIA
310
OneDigital Investment Advisors
Kansas
$877K
MWA
311
Merkkuri Wealth Advisors
New York
$877K
BCG
312
Breakwater Capital Group
New Jersey
$876K
MA
313
Marquette Associates
Illinois
$875K
AF
314
Advisornet Financial
Minnesota
$867K
BP
315
Ballentine Partners
Massachusetts
$857K
GFPC
316
Global Financial Private Client
Florida
$849K
VVP
317
Venture Visionary Partners
Ohio
$848K
MWM
318
Modera Wealth Management
New Jersey
$848K
AIP
319
Ameritas Investment Partners
Nebraska
$846K
HWA
320
Heartwood Wealth Advisors
Virginia
$838K
CA
321
Crewe Advisors
Utah
$838K
CB
322
Cadence Bank
Mississippi
$835K
BSB
323
Bangor Savings Bank
Maine
$832K
TIAA Trust, National Association
324
TIAA Trust, National Association
North Carolina
$826K
WWM
325
Western Wealth Management
Colorado
$821K