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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 %
SAM
701
S.A. Mason
Michigan
$111K
PP
702
PFS Partners
New Jersey
$111K
BONH
703
Bank of New Hampshire
New Hampshire
$109K
MA
704
Montag & Associates
Georgia
$104K -$137K -1,643 -57%
HCM
705
Horrell Capital Management
Arkansas
$102K
SIM
706
Synergy Investment Management
Florida
$101K -$29.6K -356 -23%
BMC
707
Bear Mountain Capital
Washington
$100K
MCM
708
Mill Capital Management
North Carolina
$99.9K
CPA
709
Cardiff Park Advisors
California
$99.9K
T
710
Tidemark
California
$99.9K +$83 +1 +0.1%
SIC
711
Salem Investment Counselors
North Carolina
$97.2K -$15.9K -191 -14%
NCM
712
Northwest Capital Management
Oregon
$96.7K
MSG
713
Main Street Group
Virginia
$94.4K
FCMT
714
Founders Capital Management (Texas)
Texas
$93.8K
GCM
715
GKV Capital Management
California
$91.6K -$25K -300 -21%
MFA
716
Morling Financial Advisors
California
$90.1K
FAM
717
Flaharty Asset Management
Florida
$89.9K +$89.9K +1,080 New
WAG
718
Windsor Advisory Group
Ohio
$89.6K
DF
719
Dunhill Financial
United Kingdom
$83.7K
QCG
720
Quadrant Capital Group
Ohio
$83.3K -$463K -5,556 -85%
WBC
721
West Branch Capital
Massachusetts
$82.9K -$50.6K -608 -38%
EPW
722
Evergreen Private Wealth
Colorado
$80.4K -$17.1K -205 -18%
BFPW
723
BOK Financial Private Wealth
Colorado
$79.9K
FWM
724
FSA Wealth Management
Massachusetts
$79.1K
BTI
725
Blue Trust Inc
Georgia
$78.3K