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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 %
PWA
826
Provenance Wealth Advisors
Florida
$6.3K
PA
827
PSI Advisors
Florida
$6.25K -$50.1K -601 -89%
POIA
828
Pin Oak Investment Advisors
Texas
$6K
SC
829
Sawyer & Company
Massachusetts
$6K +$5.92K +70 +7,000%
EWM
830
EPG Wealth Management
Georgia
$6K
MWM
831
Mascoma Wealth Management
New Hampshire
$5.41K
NMG
832
New Millennium Group
Utah
$5K
SN
833
Sittner & Nelson
Oregon
$4K
SWIM
834
Smallwood Wealth Investment Management
New Jersey
$4K +$4K +48 New
LWA
835
Lowe Wealth Advisors
Maryland
$3.33K
MFA
836
McClarren Financial Advisors
Pennsylvania
$3K +$3K +83 New
GSWM
837
Golden State Wealth Management
California
$3K +$1.83K +22 +157%
KFP
838
Keener Financial Planning
Texas
$2K
FG
839
Fairman Group
Pennsylvania
$2K
CAWM
840
Capital A Wealth Management
Pennsylvania
$1.92K +$1.92K +23 New
CIA
841
Cape Investment Advisory
Georgia
$1.67K
CJH
842
Christopher J. Hasenberg
Wisconsin
$922
IRC
843
Investors Research Corp
Georgia
$833
PWA
844
Physician Wealth Advisors
Utah
$753
RWM
845
Rialto Wealth Management
New York
$334
RCM
846
Raleigh Capital Management
North Carolina
$79
EC
847
Estate Counselors
Wisconsin
-$6.65M -73,115 Closed
ES
848
Eagle Strategies
New York
-$4.8M -52,779 Closed
MCM
849
M1 Capital Management
Michigan
-$4.44M -48,827 Closed
BAM
850
Belpointe Asset Management
Nevada
-$3.09M -33,972 Closed