IJK icon

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 %
HighTower Advisors
26
HighTower Advisors
Illinois
$46.8M +$623K +7,477 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$46M +$1.46M +17,511 +3%
Cerity Partners
28
Cerity Partners
New York
$44.2M +$1.91M +22,925 +5%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$43.5M -$286K -3,436 -0.7%
BF
30
BOK Financial
Oklahoma
$41.9M +$66.2K +795 +0.2%
JIC
31
Joel Isaacson & Co
New York
$41.1M +$790K +9,481 +2%
WSFS
32
Wilmington Savings Fund Society
Delaware
$39.5M -$392K -4,706 -1%
RFC
33
Regions Financial Corp
Alabama
$36.5M -$284K -3,405 -0.8%
Truist Financial
34
Truist Financial
North Carolina
$35.5M -$2.35M -28,227 -6%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$32.6M +$22M +263,621 +205%
MP
36
Moment Partners
California
$32.1M -$361K -4,332 -1%
SPIA
37
Steward Partners Investment Advisory
New York
$26.8M +$4.32M +51,835 +19%
Mariner
38
Mariner
Kansas
$26.1M -$4.94M -59,370 -16%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$25.8M +$3.13M +37,589 +14%
IWA
40
Inspirion Wealth Advisors
Illinois
$25M +$2.95M +35,395 +13%
SC
41
Savant Capital
Illinois
$22.6M -$82.6K -992 -0.4%
CC
42
Courier Capital
New York
$22.3M +$357K +4,285 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$21.7M -$298K -3,584 -1%
AG
44
AlTi Global
New York
$21.4M -$223K -2,682 -1%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$21.2M -$1.32M -15,889 -6%
CAL
46
Capital Advisors Ltd
Ohio
$18.7M -$704K -8,451 -4%
SFI
47
SPC Financial Inc
Maryland
$18.7M +$225K +2,701 +1%
SSB
48
Sandy Spring Bank
Maryland
$18.7M +$4.63M +55,616 +33%
EH
49
Equitable Holdings
New York
$18.5M +$6.82M +81,844 +58%
Stifel Financial
50
Stifel Financial
Missouri
$17.7M +$107K +1,285 +0.6%