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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 %
NCM
501
NCM Capital Management
New Jersey
$365K
JFGLC
502
Johnson Financial Group LLC (Colorado)
Colorado
$362K +$362K +4,342 New
CWM
503
ClientFirst Wealth Management
Arkansas
$360K
HP
504
Holistic Planning
Texas
$360K -$14.2K -170 -4%
SWM
505
SeaCrest Wealth Management
New York
$358K +$167 +2 +0%
VPP
506
Vertex Planning Partners
Illinois
$356K
BHWM
507
Bar Harbor Wealth Management
New Hampshire
$356K -$59K -709 -14%
SAF
508
Smith Anglin Financial
Texas
$353K -$27.1K -325 -7%
DA
509
Doliver Advisors
Texas
$350K -$7.5K -90 -2%
AWM
510
AE Wealth Management
Kansas
$348K -$99.3K -1,193 -22%
IIC
511
Integrated Investment Consultants
Michigan
$348K +$333 +4 +0.1%
ET
512
Equitable Trust
Tennessee
$346K +$1.75K +21 +0.5%
DA
513
Dover Advisors
Virginia
$346K +$80.5K +967 +30%
FCP
514
Fidelis Capital Partners
Florida
$345K
ITIM
515
Indiana Trust & Investment Management
Indiana
$345K
TWP
516
Total Wealth Planning
Ohio
$344K +$83 +1 +0%
VIA
517
Vickerman Investment Advisors
Washington
$344K
LW
518
Linscomb Wealth
Texas
$342K
B
519
Bensler
Washington
$342K
ATFA
520
All Terrain Financial Advisors
Minnesota
$340K -$18.7K -225 -5%
AI
521
Accredited Investors
Minnesota
$340K +$77.6K +932 +30%
WAP
522
Wealthcare Advisory Partners
Pennsylvania
$340K +$13.2K +158 +4%
RFM
523
Royal Fund Management
Florida
$340K +$144K +1,729 +74%
NFC
524
Northeast Financial Consultants
Connecticut
$338K
IA
525
Insight Advisors
Pennsylvania
$337K +$250 +3 +0.1%