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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 %
TCM
801
Tradewinds Capital Management
Washington
$13.8K
HR
802
Howe & Rusling
New York
$13.8K +$2.49K +30 +22%
MPCG
803
Matrix Private Capital Group
New York
$13.3K
MAS
804
MPWM Advisory Solutions
Georgia
$13.3K
PSB
805
Piscataqua Savings Bank
New Hampshire
$13.3K
BHWM
806
Beaird Harris Wealth Management
Texas
$13.2K
GG
807
Gleason Group
Kentucky
$12.8K
BA
808
Ballast Advisors
Minnesota
$12.5K +$4.16K +50 +50%
VWA
809
VSM Wealth Advisory
Maryland
$12K +$12K +144 New
CTC
810
Central Trust Company
Missouri
$11.8K
HFS
811
Hughes Financial Services
Virginia
$11.4K +$11.4K +136 New
SC
812
Stephens Consulting
Michigan
$11.3K
TC
813
Trust Company
Kansas
$11.2K
DPW
814
DiNuzzo Private Wealth
Pennsylvania
$11K
CMBA
815
C.M. Bidwell & Associates
Hawaii
$10.3K
MFC
816
Mechanics Financial Corp
Ohio
$9.99K
TTIC
817
Tower Trust & Investment Company
Iowa
$9.54K +$9.54K +115 New
ATC
818
Adirondack Trust Company
New York
$9.33K
CWM
819
CarsonAllaria Wealth Management
Illinois
$9.29K
PP
820
Pacifica Partners
Canada
$8.94K
T
821
Transce3nd
Texas
$8.16K
AW
822
Avion Wealth
Texas
$8K
MBFW
823
Morton Brown Family Wealth
Pennsylvania
$7.75K
GM
824
GeoWealth Management
Illinois
$7.44K
LFG
825
Larson Financial Group
Missouri
$6.66K