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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 %
Russell Investments Group
626
Russell Investments Group
United Kingdom
$232K -$1.75K -21 -0.7%
WP
627
Westmount Partners
California
$231K
WCM
628
Winthrop Capital Management
Indiana
$230K -$23.4K -280 -9%
FIA
629
Foundations Investment Advisors
Arizona
$230K -$15.9K -191 -6%
HWM
630
Horizon Wealth Management
Illinois
$229K
CB
631
CNB Bank
Pennsylvania
$228K
FCCM
632
First City Capital Management
Georgia
$228K
SB
633
Strategic Blueprint
Georgia
$227K +$27.3K +328 +14%
IIC
634
Ironwood Investment Counsel
Arizona
$227K
TFA
635
Teamwork Financial Advisors
Texas
$227K -$1.02M -12,205 -82%
GMFG
636
Greater Midwest Financial Group
Minnesota
$226K +$333 +4 +0.1%
HNWAG
637
High Net Worth Advisory Group
Florida
$225K
AMG
638
Advisors Management Group
Wisconsin
$223K
TAM
639
Townsend Asset Management
North Carolina
$222K
LCM
640
Lazari Capital Management
California
$221K -$9.99K -120 -4%
PFA
641
Plotkin Financial Advisors
Maryland
$220K
BBNA
642
Bremer Bank National Association
Minnesota
$220K
EFS
643
Essex Financial Services
Connecticut
$218K +$13.2K +158 +6%
PFS
644
Prospera Financial Services
Texas
$216K +$17.4K +209 +9%
PPWM
645
Paragon Private Wealth Management
Kentucky
$216K
CWS
646
Confluence Wealth Services
Pennsylvania
$215K -$2.5K -31 -1%
LIM
647
Leavell Investment Management
Alabama
$214K
FOFP
648
Fee-Only Financial Planning
South Carolina
$213K
NCTC
649
New Covenant Trust Company
Indiana
$212K +$212K +2,552 New
TCA
650
Trifecta Capital Advisors
Illinois
$212K