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 %
CPW
576
Cove Private Wealth
New York
$274K +$33.3K +400 +14%
PCS
577
Personal CFO Solutions
New Jersey
$274K +$250 +3 +0.1%
CFA
578
Cahill Financial Advisors
Minnesota
$272K +$83 +1 +0%
CWM
579
Cornerstone Wealth Management
Missouri
$272K
FLP
580
Financial Life Planners
Arizona
$270K -$28K -336 -9%
KWA
581
Kingswood Wealth Advisors
California
$268K +$268K +3,220 New
SNBOSD
582
Security National Bank of So Dak
Iowa
$266K
MGIA
583
Matthew Goff Investment Advisor
Texas
$266K
IC
584
IEQ Capital
California
$263K +$333 +4 +0.1%
DC
585
Destiny Capital
Colorado
$260K +$46.2K +555 +22%
PMFA
586
Plante Moran Financial Advisors
Michigan
$260K
DWM
587
Diversify Wealth Management
Utah
$260K +$83 +1 +0%
MAM
588
MMA Asset Management
Pennsylvania
$260K
BFS
589
Bradley Foster & Sargent
Connecticut
$259K -$8.33K -100 -3%
NS
590
NBC Securities
Alabama
$258K +$258K +3,098 +103,267%
Allspring Global Investments
591
Allspring Global Investments
North Carolina
$258K -$447K -5,327 -63%
B
592
Bailard
California
$256K -$20.9K -251 -8%
CCA
593
Clearwater Capital Advisors
Illinois
$253K
IFWM
594
Institute for Wealth Management
Colorado
$253K
FMWA
595
Forvis Mazars Wealth Advisors
Missouri
$252K +$4.16K +50 +2%
CWM
596
Connecticut Wealth Management
Connecticut
$250K
BAAM
597
Baker Avenue Asset Management
California
$249K +$22.4K +269 +10%
WHG
598
Westwood Holdings Group
Texas
$249K
HA
599
Huntleigh Advisors
Missouri
$249K -$9K -108 -3%
SC
600
Sapient Capital
Indiana
$249K +$83 +1 +0%