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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

856 hedge funds and large institutions have $6.12B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
11.48%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
76
Increased
206
Reduced
308
Closed
52
Calls
$473K
Puts
–
Net Calls
+$473K
Net Calls Change
+$447K

Top Buyers

1
WIA
World Investment Advisors
California
+$41.2M
2
AUB
Atlantic Union Bankshares
Virginia
+$20.7M
3
AAP
Arax Advisory Partners
Colorado
+$18.4M
4
LPL Financial
LPL Financial
California
+$14.4M
5
Bank of America
Bank of America
North Carolina
+$11.9M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$195M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$136M
3
MM
Main Management
California
-$60.5M
4
Wells Fargo
Wells Fargo
California
-$13.9M
5
Ameriprise
Ameriprise
Minnesota
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
226
Allegheny Financial Group
Pennsylvania
$1.54M -$219K -2,405 -12%
NA
227
NewEdge Advisors
Louisiana
$1.53M -$11K -121 -0.7%
JWCA
228
J.W. Cole Advisors
Florida
$1.52M +$1.07M +11,739 +238%
TFF
229
The Family Firm
Maryland
$1.51M +$9.46K +104 +0.6%
HCA
230
Heck Capital Advisors
Wisconsin
$1.51M +$34.8K +383 +2%
AHC
231
Anderson Hoagland & Co
Missouri
$1.51M – – –
TC
232
TAGStone Capital
North Carolina
$1.51M +$553 +6 +0%
TRCT
233
Tower Research Capital (TRC)
New York
$1.5M +$1.5M +16,520 New
FHA
234
First Horizon Advisors
Tennessee
$1.49M -$39.9K -439 -3%
GIM
235
Glenmede Investment Management
Pennsylvania
$1.47M +$1.47M +16,175 New
FFL
236
Future Fund LLC
Illinois
$1.45M +$1.45M +15,914 New
RWA
237
River Wealth Advisors
Pennsylvania
$1.43M -$8.28K -91 -0.6%
WMWM
238
Whitaker-Myers Wealth Managers
Ohio
$1.43M +$188K +2,070 +15%
WG
239
Watchman Group
Texas
$1.4M -$104K -1,141 -7%
CIA
240
Concurrent Investment Advisors
Florida
$1.4M +$3.18K +35 +0.2%
KA
241
Kozak & Associates
Colorado
$1.39M -$28.8K -310 -2%
VCA
242
Verdence Capital Advisors
Maryland
$1.39M – – –
GWM
243
GSB Wealth Management
Connecticut
$1.38M -$82.3K -905 -6%
FF
244
Finley Financial
Nevada
$1.37M – – –
FB
245
Fulton Bank
Pennsylvania
$1.34M -$90.1K -990 -6%
ANTB
246
AMG National Trust Bank
Colorado
$1.33M -$48.7K -535 -4%
EIP
247
Ellis Investment Partners
Pennsylvania
$1.33M +$728 +8 +0.1%
LIA
248
LBMC Investment Advisors
Tennessee
$1.32M +$546 +6 +0%
PG
249
Patten Group
Tennessee
$1.32M -$265K -2,917 -17%
PPC
250
Park Place Capital
Alabama
$1.31M -$494K -5,397 -27%
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