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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 %
AFC
201
AFT Forsyth & Company
Florida
$1.76M +$333 +4 +0%
UB
202
Umpqua Bank
Oregon
$1.74M -$182K -2,184 -9%
DC
203
Darrow Company
Massachusetts
$1.69M +$14.7K +177 +0.9%
WFA
204
Wellspring Financial Advisors
Ohio
$1.65M +$583 +7 +0%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$1.65M -$10.7K -129 -0.6%
DIP
206
Davis Investment Partners
North Carolina
$1.65M
PPC
207
Park Place Capital
Alabama
$1.64M -$100K -1,204 -6%
CWM
208
C2C Wealth Management
Arizona
$1.63M -$3.33K -40 -0.2%
MA
209
MONECO Advisors
Connecticut
$1.62M +$92K +1,105 +6%
DIA
210
Dana Investment Advisors
Wisconsin
$1.62M -$357K -4,287 -18%
FWMM
211
Foundation Wealth Management (Missouri)
Missouri
$1.61M -$1.42K -17 -0.1%
TIA
212
Tiemann Investment Advisors
California
$1.61M -$33.7K -405 -2%
AFG
213
Allegheny Financial Group
Pennsylvania
$1.61M -$78K -936 -5%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$1.61M -$8.58K -103 -0.5%
RDFA
215
Ritter Daniher Financial Advisory
Ohio
$1.6M -$38.1K -458 -2%
SC
216
Slow Capital
California
$1.56M -$739K -8,878 -32%
TPCW
217
TD Private Client Wealth
New York
$1.56M -$1.58M -18,933 -50%
TIAAOA
218
Teachers Insurance & Annuity Association of America
New York
$1.55M
AllianceBernstein
219
AllianceBernstein
Tennessee
$1.51M -$15.7K -188 -1%
CAG
220
Crestwood Advisors Group
Massachusetts
$1.47M -$119K -1,430 -8%
FCBT
221
First Citizens Bank & Trust
North Carolina
$1.46M +$509K +6,113 +53%
PAA
222
Peregrine Asset Advisers
Oregon
$1.46M -$44.6K -535 -3%
PG
223
Patten Group
Tennessee
$1.45M -$32.2K -387 -2%
CW
224
CreativeOne Wealth
Kansas
$1.45M -$723K -8,678 -33%
TCOV
225
Trust Company of Vermont
Vermont
$1.43M