IJK icon

iShares S&P Mid-Cap 400 Growth ETF

856 hedge funds and large institutions have $6.12B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
11.48%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
76
Increased
206
Reduced
308
Closed
52
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Shares
Change %
QWM
776
Quaker Wealth Management
New Jersey
$34.9K +$34.9K +384 New
CFP
777
Comprehensive Financial Planning
Pennsylvania
$34.4K +$91 +1 +0.3%
PCM
778
Palouse Capital Management
Washington
$33.5K
GC
779
Garde Capital
Washington
$33.5K
AP
780
Atwood & Palmer
Missouri
$33.2K
BMC
781
Bear Mountain Capital
Washington
$32.7K -$79.3K -855 -71%
AWM
782
Abound Wealth Management
Tennessee
$30.8K
HCM
783
Hollencrest Capital Management
California
$29.1K
MYIA
784
Mount Yale Investment Advisors
Colorado
$28.9K +$28.9K +318 New
PCFFS
785
Pacific Center for Financial Services
California
$28K
KB
786
Kimelman & Baird
New York
$27.3K
FPB
787
First PREMIER Bank
South Dakota
$27K
AGWCA
788
Annis Gardner Whiting Capital Advisors
Florida
$26.2K
WIM
789
Westside Investment Management
California
$26.2K
CTC
790
Central Trust Company
Missouri
$26.1K +$13.2K +145 +102%
GWANC
791
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.6K
CNBTD
792
Citizens National Bank Trust Department
Mississippi
$25.5K
RIL
793
Rothschild Investment LLC
Illinois
$24.7K
BTD
794
BankPlus Trust Department
Mississippi
$21.2K
FCG
795
Financial Connections Group
California
$21K -$12.1K -138 -37%
TFGT
796
TS Financial Group (TSFG)
Illinois
$21K
AIC
797
Archer Investment Corporation
Indiana
$19.4K
MAFA
798
MJT & Associates Financial Advisory
Minnesota
$19K -$5.09M -56,179 -100%
HWM
799
Hemington Wealth Management
Virginia
$19K
BWL
800
Bogart Wealth LLC
Virginia
$18.9K