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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 %
AEPWM
351
Atlantic Edge Private Wealth Management
Florida
$715K -$3.33K -40 -0.5%
GL
352
Graypoint LLC
New York
$713K -$6.5K -78 -0.9%
TF
353
Tudor Financial
Ohio
$706K
FHC
354
First Heartland Consultants
Missouri
$704K -$548K -6,578 -44%
WF
355
Welch & Forbes
Massachusetts
$701K
BIM
356
Bridges Investment Management
Nebraska
$697K -$21.7K -260 -3%
CWAG
357
Compton Wealth Advisory Group
Virginia
$694K +$3.75K +45 +0.5%
PPW
358
Presilium Private Wealth
Pennsylvania
$689K -$131K -1,579 -16%
CGA
359
Crescent Grove Advisors
Illinois
$687K -$4.58K -55 -0.7%
QCM
360
Quantinno Capital Management
New York
$687K -$3K -36 -0.4%
TBT
361
Texas Bank & Trust
Texas
$685K -$5.08K -61 -0.7%
MBT
362
Montecito Bank & Trust
California
$678K
FC
363
Fairscale Capital
New Hampshire
$672K +$52.9K +635 +9%
PCH
364
PGIM Custom Harvest
New Jersey
$671K +$11K +132 +2%
OWA
365
Octavia Wealth Advisors
Ohio
$669K +$666 +8 +0.1%
GCM
366
Gables Capital Management
Florida
$668K
HW
367
Hancock Whitney
Mississippi
$667K -$112K -1,346 -14%
CAS
368
Coppell Advisory Solutions
Texas
$658K +$643K +3,532 +4,205%
DCA
369
DSG Capital Advisors
Minnesota
$654K
CCM
370
Corsair Capital Management
New York
$652K
CL
371
Choreo LLC
Illinois
$644K +$39.6K +475 +7%
AIM
372
Allen Investment Management
New York
$629K
PWA
373
Peterson Wealth Advisors
Utah
$622K +$37.8K +502 +6%
PMG
374
ProVise Management Group
Florida
$615K
Citadel Advisors
375
Citadel Advisors
Florida
$614K +$311K +3,735 +103%