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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 %
MI
651
Moneywise Inc
Virginia
$210K +$250 +3 +0.1%
DIP
652
DT Investment Partners
Pennsylvania
$210K
BSI
653
Bennett Selby Investments
Maine
$209K -$39.6K -475 -16%
SAM
654
Strive Asset Management
Ohio
$208K -$58.1K -698 -22%
SIC
655
Sterling Investment Counsel
New York
$207K +$207K +2,485 New
EW
656
Elyxium Wealth
California
$207K
RIM
657
Rockbridge Investment Management
New York
$206K -$13.7K -165 -6%
LG
658
LaFleur & Godfrey
Michigan
$204K
BOJHT
659
Bank of Jackson Hole Trust
Wyoming
$204K
CD
660
Chapin Davis
Maryland
$204K
BCI
661
Brinker Capital Investments
Pennsylvania
$202K +$13.7K +165 +7%
OPS
662
Orion Portfolio Solutions
Nebraska
$202K +$13.7K +165 +7%
SMC
663
Smith, Moore & Co
Missouri
$202K
SWA
664
Strategies Wealth Advisors
Michigan
$201K
ICM
665
IMS Capital Management
Oregon
$201K
JEST
666
JTC Employer Solutions Trustee
Jersey
$196K
CT
667
Clearstead Trust
Maine
$192K +$62.2K +747 +48%
WWM
668
Wolff Wiese Magana
California
$190K
AIA
669
Arcadia Investment Advisors
Idaho
$187K
NC
670
North Capital
Utah
$186K +$186K +2,228 New
NEWAS
671
N.E.W. Advisory Services
Wisconsin
$181K +$181K +2,179 New
MCA
672
Midwest Capital Advisors
Michigan
$180K +$44.4K +533 +33%
WPA
673
Wealth Preservation Advisors
Tennessee
$177K +$177K +2,131 New
S
674
SignatureFD
Georgia
$177K +$45.8K +550 +35%
CFD
675
Creative Financial Designs
Indiana
$166K +$250 +3 +0.2%