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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 %
ADL
676
Asset Dedication LLC
California
$165K -$10.7K -128 -6%
GFP
677
Gryphon Financial Partners
Ohio
$165K +$165K +1,976 New
SNB
678
Security National Bank
Nebraska
$162K
LB
679
Legacy Bridge
Iowa
$159K +$15K +180 +10%
FDCDDQ
680
Federation des caisses Desjardins du Quebec
Quebec, Canada
$158K
NP
681
NorthRock Partners
Minnesota
$157K
VNA
682
Valley National Advisers
Pennsylvania
$153K
CFO
683
CVA Family Office
Colorado
$150K
EWA
684
EverSource Wealth Advisors
Alabama
$149K -$16.5K -198 -10%
SMA
685
Sage Mountain Advisors
Georgia
$144K
HPC
686
HM Payson & Co
Maine
$143K
WPA
687
West Paces Advisors
Georgia
$140K
NWMP
688
Noble Wealth Management PBC
Colorado
$138K -$6.41K -77 -4%
AssetMark Inc
689
AssetMark Inc
California
$138K -$188K -2,255 -58%
DSC
690
Duncker Streett & Co
Missouri
$132K
PB
691
Pinnacle Bancorp
Nebraska
$130K -$666 -8 -0.5%
KTC
692
Kentucky Trust Company
Kentucky
$130K
MHR
693
Matthew Hamilton Rosenberg
$129K
RFA
694
Register Financial Advisors
Georgia
$127K -$57.3K -688 -31%
PIP
695
Peachtree Investment Partners
Florida
$126K -$24.6K -295 -16%
GBT
696
Grove Bank & Trust
Florida
$123K
DFA
697
DHJJ Financial Advisors
Illinois
$120K -$7.16K -86 -6%
GWP
698
Gen-Wealth Partners
Michigan
$120K
JFGIW
699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K
GWSG
700
GPS Wealth Strategies Group
Colorado
$113K