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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 %
FF
476
Friday Financial
Iowa
$396K
SI
477
Saxon Interests
Texas
$395K +$16.6K +199 +4%
CFG
478
Clayton Financial Group
Missouri
$394K -$833 -10 -0.2%
CWC
479
Carolinas Wealth Consulting
North Carolina
$394K
PFA
480
Pure Financial Advisors
California
$394K
DIM
481
Delta Investment Management
California
$394K +$167 +2 +0%
SAM
482
Sawgrass Asset Management
Florida
$393K
GIA
483
Gladstone Institutional Advisory
Florida
$392K +$4.16K +50 +1%
GS
484
GWN Securities
Florida
$391K +$391K +4,595 New
IA
485
IFG Advisory
Georgia
$390K +$6.58K +79 +2%
BFO
486
Biltmore Family Office
North Carolina
$389K
HI
487
Harbour Investments
Wisconsin
$387K +$4.91K +59 +1%
KAS
488
KPP Advisory Services
Kentucky
$386K +$386K +4,639 New
PWA
489
PCG Wealth Advisors
Kansas
$385K +$8.74K +105 +2%
EAM
490
Everstar Asset Management
North Carolina
$384K -$162K -1,943 -30%
T. Rowe Price Associates
491
T. Rowe Price Associates
Maryland
$382K +$382K +4,575 New
MA
492
Mutual Advisors
Nebraska
$377K -$1.55M -18,942 -80%
VFA
493
Valeo Financial Advisors
Indiana
$376K
CA
494
CoreCap Advisors
Michigan
$370K -$23.9K -287 -6%
PCM
495
Perritt Capital Management
Illinois
$369K +$500 +6 +0.1%
SBIA
496
Sheaff Brock Investment Advisors
Indiana
$369K
MOS
497
MGO One Seven
Ohio
$368K -$7.21M -86,592 -95%
SWC
498
Spectrum Wealth Counsel
Indiana
$367K
TAM
499
Tocqueville Asset Management
New York
$367K
RSA
500
River Street Advisors
Illinois
$367K -$31.3K -376 -8%