IJK icon

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 %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$3.99M +$3.99M +47,952 New
BA
127
Brightwater Advisory
Florida
$3.96M -$117K -1,402 -3%
WAM
128
Weinberger Asset Management
California
$3.85M -$89.4K -1,074 -2%
PCTC
129
Perkins Coie Trust Company
Washington
$3.83M -$134K -1,609 -3%
TCG
130
Transcendent Capital Group
Oklahoma
$3.67M +$43K +516 +1%
CWM
131
Circle Wealth Management
New Jersey
$3.66M
ITB
132
Idaho Trust Bank
Idaho
$3.65M +$29K +348 +0.8%
BDWCC
133
B&D White Capital Company
Texas
$3.64M +$3.37M +40,500 +1,252%
BWM
134
BKM Wealth Management
Wisconsin
$3.64M -$21.2K -254 -0.6%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$3.56M -$37.3K -448 -1%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$3.55M -$163K -1,952 -4%
LFAS
137
Level Four Advisory Services
Texas
$3.53M +$992K +11,915 +39%
NCM
138
Neumann Capital Management
California
$3.51M +$111K +1,330 +3%
Kovitz Investment Group Partners
139
Kovitz Investment Group Partners
Illinois
$3.5M +$50.4K +605 +1%
CIAS
140
CFS Investment Advisory Services
New Jersey
$3.5M -$258K -3,093 -7%
SPC
141
Sigma Planning Corp
Michigan
$3.49M -$1.19M -14,341 -25%
CWM
142
Cranbrook Wealth Management
Michigan
$3.46M -$53.1K -638 -2%
UB
143
UMB Bank
Missouri
$3.42M
LC
144
LTG Capital
Massachusetts
$3.41M -$221K -2,651 -6%
CA
145
Clearstead Advisors
Ohio
$3.25M +$193K +2,317 +6%
LKWM
146
Lee-Kelleher Wealth Management
Maryland
$3.23M -$3.5K -42 -0.1%
FHB
147
First Hawaiian Bank
Hawaii
$3.2M -$204K -2,445 -6%
TRIA
148
Trail Ridge Investment Advisors
Colorado
$3.17M +$77.1K +926 +2%
SIA
149
Soltis Investment Advisors
Utah
$3.03M +$281K +3,378 +10%
FCI
150
Financial Counselors Inc
Kansas
$3M +$2.67K +32 +0.1%