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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
AEPWM
351
Atlantic Edge Private Wealth Management
Florida
$715K
GL
352
Graypoint LLC
New York
$713K
TF
353
Tudor Financial
Ohio
$706K
FHC
354
First Heartland Consultants
Missouri
$704K
WF
355
Welch & Forbes
Massachusetts
$701K
BIM
356
Bridges Investment Management
Nebraska
$697K
CWAG
357
Compton Wealth Advisory Group
Virginia
$694K
PPW
358
Presilium Private Wealth
Pennsylvania
$689K
CGA
359
Crescent Grove Advisors
Illinois
$687K
QCM
360
Quantinno Capital Management
New York
$687K
TBT
361
Texas Bank & Trust
Texas
$685K
MBT
362
Montecito Bank & Trust
California
$678K
FC
363
Fairscale Capital
New Hampshire
$672K
PCH
364
PGIM Custom Harvest
New Jersey
$671K
OWA
365
Octavia Wealth Advisors
Ohio
$669K
GCM
366
Gables Capital Management
Florida
$668K
HW
367
Hancock Whitney
Mississippi
$667K
CAS
368
Coppell Advisory Solutions
Texas
$658K
DCA
369
DSG Capital Advisors
Minnesota
$654K
CCM
370
Corsair Capital Management
New York
$652K
CL
371
Choreo LLC
Illinois
$644K
AIM
372
Allen Investment Management
New York
$629K
PWA
373
Peterson Wealth Advisors
Utah
$622K
PMG
374
ProVise Management Group
Florida
$615K
Citadel Advisors
375
Citadel Advisors
Florida
$614K