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iShares S&P Mid-Cap 400 Growth ETF

846 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, 250 increasing their positions, 263 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 894846 (-48)

13% less capital invested

Capital invested by funds: $6.81B → $5.92B (-$886M)

43% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 74

Holders
846
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83K
Puts
$57K
Net Calls
Net Calls Change

Top Buyers

1 +$26.2M
2 +$22M
3 +$21.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.35M
5
Goldman Sachs
Goldman Sachs
New York
+$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$3.99M
BA
127
Brightwater Advisory
Florida
$3.96M
WAM
128
Weinberger Asset Management
California
$3.85M
PCTC
129
Perkins Coie Trust Company
Washington
$3.83M
TCG
130
Transcendent Capital Group
Oklahoma
$3.67M
CWM
131
Circle Wealth Management
New Jersey
$3.66M
ITB
132
Idaho Trust Bank
Idaho
$3.65M
BDWCC
133
B&D White Capital Company
Texas
$3.64M
BWM
134
BKM Wealth Management
Wisconsin
$3.64M
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$3.56M
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$3.55M
LFAS
137
Level Four Advisory Services
Texas
$3.53M
NCM
138
Neumann Capital Management
California
$3.51M
Kovitz Investment Group Partners
139
Kovitz Investment Group Partners
Illinois
$3.5M
CIAS
140
CFS Investment Advisory Services
New Jersey
$3.5M
SPC
141
Sigma Planning Corp
Michigan
$3.49M
CWM
142
Cranbrook Wealth Management
Michigan
$3.46M
UB
143
UMB Bank
Missouri
$3.42M
LC
144
LTG Capital
Massachusetts
$3.41M
CA
145
Clearstead Advisors
Ohio
$3.25M
LKWM
146
Lee-Kelleher Wealth Management
Maryland
$3.23M
FHB
147
First Hawaiian Bank
Hawaii
$3.2M
TRIA
148
Trail Ridge Investment Advisors
Colorado
$3.17M
SIA
149
Soltis Investment Advisors
Utah
$3.03M
FCI
150
Financial Counselors Inc
Kansas
$3M