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iShares S&P Mid-Cap 400 Growth ETF

850 hedge funds and large institutions have $6.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 307 reducing their positions, and 52 closing their positions.

Holders
850
Holders Change
+5
Holders Change %
+0.59%
% of All Funds
11.42%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
75
Increased
205
Reduced
307
Closed
52
Calls
$237K
Puts
Net Calls
+$237K
Net Calls Change
+$211K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$668M 7,346,530 -89,031 -1%
Wells Fargo
2
Wells Fargo
California
$558M 6,129,386 -152,952 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$375M 4,120,558 +125,084 +3%
Bank of America
4
Bank of America
North Carolina
$345M 3,797,381 +130,606 +4%
Goldman Sachs
5
Goldman Sachs
New York
$196M 2,158,057 +64,739 +3%
UBS Group
6
UBS Group
Switzerland
$186M 2,048,251 -31,029 -1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$178M 1,957,170 -47,238 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$167M 1,840,129 -9,207 -0.5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$160M 1,757,549 +39,821 +2%
LPL Financial
10
LPL Financial
California
$142M 1,563,773 +158,467 +11%
Financial Engines Advisors
11
Financial Engines Advisors
California
$127M 1,393,410 +59,554 +4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$111M 1,215,536 +65,914 +6%
DADC
13
D.A. Davidson & Co
Montana
$99.8M 1,097,315 +39,041 +4%
Northern Trust
14
Northern Trust
Illinois
$99.8M 1,097,051 +63,197 +6%
Ameriprise
15
Ameriprise
Minnesota
$94.6M 1,025,026 -118,720 -10%
MWA
16
Midland Wealth Advisors
Illinois
$79.9M 878,292 +9,835 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$78.8M 866,471 +12,717 +1%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$78.4M 862,216 -10,593 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$72.9M 801,588 +57,464 +8%
MCM
20
MAI Capital Management
Ohio
$66.4M 729,867 -11,219 -2%
WJA
21
Willis Johnson & Associates
Texas
$62.2M 683,375 +35,745 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$53.7M 589,702 +37,718 +7%
KeyBank National Association
23
KeyBank National Association
Ohio
$52.8M 580,119 -5,475 -0.9%
HighTower Advisors
24
HighTower Advisors
Illinois
$51.2M 562,920 +469 +0.1%
Cerity Partners
25
Cerity Partners
New York
$48.3M 531,367 +71 +0%