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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 %
MSA
101
McAlister Sweet & Associates
Texas
$5.75M +$5.75M +69,061 New
FCFC
102
First Citizens Financial Corp
Iowa
$5.73M +$27.6K +332 +0.5%
GIM
103
Goelzer Investment Management
Indiana
$5.71M -$7.91K -95 -0.1%
HWM
104
HB Wealth Management
Georgia
$5.54M +$582K +6,985 +12%
CA
105
Centerpoint Advisors
Massachusetts
$5.54M -$257K -3,085 -4%
AWS
106
Atria Wealth Solutions
New York
$5.46M -$1.17M -14,000 -18%
I
107
InvesTrust
Oklahoma
$5.24M -$64.5K -775 -1%
GPA
108
Guidance Point Advisors
Massachusetts
$5.19M +$14.3K +172 +0.3%
M&T Bank
109
M&T Bank
New York
$5.16M -$9.16K -110 -0.2%
HT
110
Heritage Trust
Oklahoma
$5.07M +$904K +10,857 +22%
DI
111
DDFG Inc
California
$4.88M +$2M +24,013 +70%
SS
112
Sunbelt Securities
Texas
$4.84M +$93.1K +1,118 +2%
AMG
113
Asset Management Group
Connecticut
$4.83M -$89.4K -1,074 -2%
MAFA
114
MJT & Associates Financial Advisory
Minnesota
$4.7M +$4.7M +56,389 New
CCM
115
Coldstream Capital Management
Washington
$4.66M -$124K -1,493 -3%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$4.62M +$397K +4,767 +9%
EWA
117
EP Wealth Advisors
California
$4.6M +$83 +1 +0%
FTWA
118
Fifth Third Wealth Advisors
Ohio
$4.43M +$1.19M +14,243 +37%
TW
119
TritonPoint Wealth
Maryland
$4.34M -$8K -96 -0.2%
FFA
120
Farther Finance Advisors
California
$4.28M +$318K +3,787 +8%
FBB
121
Fulton Breakefield Broenniman
Maryland
$4.26M -$58K -697 -1%
CFG
122
Citizens Financial Group
Rhode Island
$4.17M +$25.1K +301 +0.6%
BCM
123
Becker Capital Management
Oregon
$4.16M
AB
124
ANB Bank
Colorado
$4.14M +$49.1K +590 +1%
WANY
125
Wealthspire Advisors (New York)
New York
$4.04M +$2.11M +25,381 +110%