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 %
Citigroup
126
Citigroup
New York
$4.07M -$5.72M -62,851 -58%
TCG
127
Transcendent Capital Group
Oklahoma
$4.01M +$819 +9 +0%
CWM
128
Circle Wealth Management
New Jersey
$4M
NCM
129
Neumann Capital Management
California
$3.99M +$152K +1,670 +4%
BWM
130
BKM Wealth Management
Wisconsin
$3.97M -$5.28K -58 -0.1%
MML Investors Services
131
MML Investors Services
Massachusetts
$3.94M +$1.03M +11,351 +36%
LFAS
132
Level Four Advisory Services
Texas
$3.92M +$57.3K +630 +1%
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$3.91M -$1.13M -12,464 -22%
NWAG
134
Net Worth Advisory Group
Utah
$3.85M +$3.36M +36,892 +679%
JE
135
JMAC Enterprises
Pennsylvania
$3.82M -$4.55M -49,974 -54%
CWM
136
Cranbrook Wealth Management
Michigan
$3.73M -$44K -484 -1%
UB
137
UMB Bank
Missouri
$3.72M -$11K -121 -0.3%
AB
138
ANB Bank
Colorado
$3.61M -$916K -10,069 -20%
MCM
139
M1 Capital Management
Michigan
$3.59M +$3.59M +39,411 New
SIA
140
Soltis Investment Advisors
Utah
$3.57M +$261K +2,866 +8%
GRP
141
Global Retirement Partners
California
$3.53M +$3.53M +38,811 New
LKWM
142
Lee-Kelleher Wealth Management
Maryland
$3.52M -$5.46K -60 -0.2%
LC
143
LTG Capital
Massachusetts
$3.51M -$216K -2,377 -6%
FHB
144
First Hawaiian Bank
Hawaii
$3.43M -$66.7K -733 -2%
CIAS
145
CFS Investment Advisory Services
New Jersey
$3.42M -$402K -4,421 -11%
TRIA
146
Trail Ridge Investment Advisors
Colorado
$3.41M -$129K -1,383 -4%
MT
147
Midwest Trust
Kansas
$3.39M +$3.39M +37,266 New
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$3.38M -$503K -5,530 -13%
CA
149
Clearstead Advisors
Ohio
$3.35M -$198K -2,180 -6%
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$3.23M -$594K -6,530 -16%