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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 %
CTA
751
Colonial Trust Advisors
South Carolina
$41.2K
CPG
752
Cornerstone Planning Group
New Jersey
$41K +$2.58K +32 +7%
SAM
753
Smartleaf Asset Management
Massachusetts
$40.8K +$15.4K +185 +60%
BFS
754
Burkett Financial Services
South Carolina
$39.1K +$83 +1 +0.2%
MMCM
755
Murphy & Mullick Capital Management
New York
$38.6K
RA
756
Rise Advisors
New York
$37.9K +$83 +1 +0.2%
HNW
757
High Note Wealth
Minnesota
$37.6K
AIA
758
Armor Investment Advisors
North Carolina
$36.6K
SIS
759
Sound Income Strategies
Florida
$35K -$499 -6 -1%
IAS
760
IMA Advisory Services
Colorado
$34K +$34K +408 New
CB
761
Centennial Bank
Arkansas
$33.3K
HDIM
762
Hanson & Doremus Investment Management
Vermont
$33K
CICI
763
Capital Investment Counsel Inc
North Carolina
$32.6K
CFP
764
Comprehensive Financial Planning
Pennsylvania
$31.5K -$9.34K -112 -23%
GC
765
Garde Capital
Washington
$30.6K +$30.6K +368 New
FFL
766
Financial Freedom LLC
Ohio
$30.6K
PCM
767
Palouse Capital Management
Washington
$30.6K
AP
768
Atwood & Palmer
Missouri
$30.4K
CA
769
Continuum Advisory
Idaho
$29K
AF
770
Atala Financial
California
$28.3K
AWM
771
Abound Wealth Management
Tennessee
$28.2K +$20.4K +245 +261%
SFG
772
Stonebridge Financial Group
Pennsylvania
$28.1K
FCG
773
Financial Connections Group
California
$28K +$10.2K +138 +58%
HCM
774
Hollencrest Capital Management
California
$26.7K
PCFFS
775
Pacific Center for Financial Services
California
$25.7K