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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 %
MAWCM
426
Mine & Arao Wealth Creation & Management
California
$505K +$333 +4 +0.1%
MWM
427
Mission Wealth Management
California
$504K +$54.1K +649 +12%
PFG
428
Pinnacle Financial Group
Illinois
$499K +$167 +2 +0%
KBFS
429
Kohmann Bosshard Financial Services
Ohio
$491K
IA
430
IFG Advisors
Missouri
$490K
MF
431
Meridian Financial
Massachusetts
$489K +$18.6K +223 +4%
SJGA
432
Stephen J. Garry & Associates
New York
$488K
IWN
433
Independent Wealth Network
Iowa
$485K -$9.16K -110 -2%
VA
434
VestGen Advisors
Illinois
$479K +$479K +5,757 New
MWM
435
Mattern Wealth Management
Kansas
$477K +$17.3K +208 +4%
HSA
436
HBK Sorce Advisory
Pennsylvania
$476K
HTIM
437
Harbour Trust & Investment Management
Indiana
$475K -$8.33K -100 -2%
WA
438
Wealthstream Advisors
New York
$475K
DTC
439
Davidson Trust Company
Washington
$475K +$13.9K +167 +3%
FT
440
Fiduciary Trust
Massachusetts
$470K +$114K +1,373 +32%
WB
441
WesBanco Bank
West Virginia
$468K +$169K +2,027 +56%
TFS
442
Thoroughbred Financial Services
Tennessee
$468K
AAP
443
Arax Advisory Partners
Colorado
$467K +$666 +8 +0.1%
UCFA
444
United Capital Financial Advisors
Texas
$464K -$24K -288 -5%
HH
445
Hilltop Holdings
Texas
$462K -$12.1K -145 -3%
GWA
446
Geometric Wealth Advisors
District of Columbia
$461K
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K -$44.3K -550 -9%
CFS
448
CRA Financial Services
New Jersey
$458K +$16.7K +200 +4%
PAS
449
Park Avenue Securities
New York
$456K -$36.5K -438 -7%
TC
450
TownSquare Capital
Utah
$455K +$30.5K +366 +7%