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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 %
BJL
376
Brighton Jones LLC
Washington
$612K +$6.75K +81 +1%
KFI
377
Key Financial Inc
Pennsylvania
$609K +$750 +9 +0.1%
HCM
378
HMS Capital Management
Tennessee
$608K -$39.8K -529 -6%
PA
379
Parallel Advisors
California
$604K -$54.9K -659 -8%
GVAG
380
Great Valley Advisor Group
Delaware
$603K +$70.8K +850 +13%
AC
381
AWM Capital
Arizona
$602K
CWM
382
Congress Wealth Management
Massachusetts
$601K +$75.5K +904 +14%
HPBT
383
Hickory Point Bank & Trust
Illinois
$598K
AWA
384
Arkadios Wealth Advisors
Georgia
$598K +$6.08K +73 +1%
PMG
385
Private Management Group
California
$597K
WTC
386
WhitTier Trust Company
Nevada
$597K
HIA
387
Harbor Investment Advisory
Maryland
$586K +$916 +11 +0.2%
GWM
388
Geneos Wealth Management
Colorado
$584K +$331K +3,977 +131%
CG
389
Corundum Group
Colorado
$583K
PP
390
Prosperity Planning
Missouri
$583K -$2.83K -34 -0.5%
GT
391
Glenview Trust
Kentucky
$581K +$205K +2,460 +54%
BB
392
Busey Bank
Illinois
$580K
GLA
393
Great Lakes Advisors
Illinois
$580K -$6.76M -81,182 -92%
FNBT
394
FineMark National Bank & Trust
Florida
$577K +$66.6K +800 +13%
DQRIM
395
Dale Q Rice Investment Management
Washington
$574K
OSAM
396
O'Shaughnessy Asset Management
Connecticut
$573K +$169K +2,026 +42%
CWM
397
Cahaba Wealth Management
Georgia
$572K
UCB
398
United Community Bank
South Carolina
$571K -$833 -10 -0.1%
Kayne Anderson Rudnick Investment Management
399
Kayne Anderson Rudnick Investment Management
California
$570K -$271K -3,252 -32%
PPW
400
Parcion Private Wealth
Washington
$567K -$72.6K -872 -11%