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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 %
TCBWMS
326
Texas Capital Bank Wealth Management Services
Texas
$814K
SCM
327
SOL Capital Management
Maryland
$809K
BPA
328
Beacon Pointe Advisors
California
$809K +$4.41K +53 +0.5%
CPIG
329
Chicago Partners Investment Group
Illinois
$805K +$85 +1 +0%
HCA
330
Harbour Capital Advisors
Virginia
$803K
AB
331
Atlas Brown
Kentucky
$799K -$2.42K -29 -0.3%
AWP
332
Axis Wealth Partners
Rhode Island
$798K +$137K +1,646 +21%
AWM
333
Avior Wealth Management
Nebraska
$791K -$10.3K -124 -1%
RA
334
Ruggaard & Associates
Ohio
$784K
GAM
335
Griffin Asset Management
New York
$781K -$1.25K -15 -0.2%
SAG
336
SageView Advisory Group
California
$777K -$12.2K -146 -2%
NAM
337
NTV Asset Management
West Virginia
$776K -$133K -1,600 -15%
SF
338
Synovus Financial
Georgia
$770K -$16.7K -201 -2%
Fayez Sarofim & Co
339
Fayez Sarofim & Co
Texas
$770K -$58.3K -700 -7%
TI
340
Truepoint Inc
Ohio
$758K +$7K +84 +0.9%
FA
341
Financial Alternatives
California
$757K
OC
342
Oakworth Capital
Alabama
$753K
BOPW
343
Brandywine Oak Private Wealth
Pennsylvania
$744K
OWA
344
Outlook Wealth Advisors
Texas
$740K
KFP
345
KMG Fiduciary Partners
Ohio
$737K +$5.5K +66 +0.8%
TTWM
346
TCV Trust & Wealth Management
Virginia
$735K
AAG
347
Armstrong Advisory Group
Massachusetts
$734K
TWM
348
Topsail Wealth Management
North Carolina
$725K +$93.3K +1,120 +15%
AWA
349
Amplius Wealth Advisors
Pennsylvania
$722K +$111K +1,336 +18%
HSWM
350
Hubbell Strickland Wealth Management
Louisiana
$715K +$500 +6 +0.1%