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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 %
DP
301
Dearborn Partners
Illinois
$914K
OFO
302
OneAscent Family Office
Alabama
$911K +$911K +10,861 New
MFG
303
Merit Financial Group
Georgia
$907K +$8.16K +98 +0.9%
PWM
304
Perigon Wealth Management
California
$902K -$19.8K -238 -2%
SAM
305
Silvercrest Asset Management
New York
$900K +$663K +7,966 +280%
CAL
306
Capital Analysts LLC
Pennsylvania
$894K
PAS
307
PKS Advisory Services
New York
$889K +$169K +2,026 +23%
MIC
308
Meridian Investment Counsel
California
$886K
AL
309
ACAS LLC
California
$885K -$42.8K -513 -5%
OIA
310
OneDigital Investment Advisors
Kansas
$877K -$15.5K -186 -2%
MWA
311
Merkkuri Wealth Advisors
New York
$877K -$434K -5,216 -33%
BCG
312
Breakwater Capital Group
New Jersey
$876K +$121K +1,447 +16%
MA
313
Marquette Associates
Illinois
$875K
AF
314
Advisornet Financial
Minnesota
$867K +$5.66K +68 +0.7%
BP
315
Ballentine Partners
Massachusetts
$857K
GFPC
316
Global Financial Private Client
Florida
$849K -$56K -673 -6%
VVP
317
Venture Visionary Partners
Ohio
$848K +$83 +1 +0%
MWM
318
Modera Wealth Management
New Jersey
$848K +$50.4K +605 +6%
AIP
319
Ameritas Investment Partners
Nebraska
$846K
HWA
320
Heartwood Wealth Advisors
Virginia
$838K -$833 -10 -0.1%
CA
321
Crewe Advisors
Utah
$838K +$9.49K +114 +1%
CB
322
Cadence Bank
Mississippi
$835K -$64.5K -775 -7%
BSB
323
Bangor Savings Bank
Maine
$832K
TIAA Trust, National Association
324
TIAA Trust, National Association
North Carolina
$826K -$6.58K -79 -0.8%
WWM
325
Western Wealth Management
Colorado
$821K +$525K +6,309 +178%