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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 %
AI
151
Atria Investments
North Carolina
$2.95M -$195K -2,340 -6%
Pathstone Holdings
152
Pathstone Holdings
New Jersey
$2.87M -$41K -492 -1%
PFG
153
Pacific Financial Group
Washington
$2.86M -$45.6K -548 -2%
WIA
154
World Investment Advisors
California
$2.79M -$31.7M -380,631 -92%
SSW
155
Smith Shellnut Wilson
Mississippi
$2.77M +$23K +276 +0.8%
William Blair & Company
156
William Blair & Company
Illinois
$2.72M -$3.91K -47 -0.1%
DBIA
157
Dumont & Blake Investment Advisors
New Jersey
$2.67M -$83 -1 -0%
MML Investors Services
158
MML Investors Services
Massachusetts
$2.66M +$443K +5,323 +20%
SEIA
159
Signature Estate & Investment Advisors
California
$2.65M -$694K -8,335 -21%
SWM
160
Segment Wealth Management
Texas
$2.64M
ABWM
161
Alpine Bank Wealth Management
Colorado
$2.64M +$2.64M +31,700 New
FGWP
162
Founders Grove Wealth Partners
Virginia
$2.63M +$166K +1,993 +7%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$2.63M -$1M -12,048 -28%
MWM
164
Maltin Wealth Management
New Jersey
$2.61M +$108K +1,296 +4%
TSWM
165
Triangle Securities Wealth Management
North Carolina
$2.58M +$171K +2,058 +7%
EFG
166
Embree Financial Group
Illinois
$2.58M -$12.8K -154 -0.5%
IF
167
Ironwood Financial
Arizona
$2.56M +$59.5K +714 +2%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$2.53M -$122K -1,465 -5%
CB
169
Commerce Bank
Missouri
$2.49M -$21.2K -255 -0.8%
GWMR
170
GC Wealth Management RIA
Massachusetts
$2.46M -$72.2K -867 -3%
CAM
171
Congress Asset Management
Massachusetts
$2.46M -$1.56M -18,780 -39%
UBV
172
United Bank (Virginia)
Virginia
$2.42M +$16.5K +198 +0.7%
PWP
173
Perfromance Wealth Partners
Illinois
$2.4M -$455K -5,458 -16%
FTS
174
Fifth Third Securities
Ohio
$2.38M -$20.9K -251 -0.9%
SCM
175
Stordahl Capital Management
Colorado
$2.36M +$57.5K +690 +2%