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iShares S&P Mid-Cap 400 Growth ETF

859 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 77 funds opening new positions, 204 increasing their positions, 310 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

34% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 310

Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$473K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$41.2M
2 +$20.7M
3 +$18.4M
4
LPL Financial
LPL Financial
California
+$14.4M
5
Bank of America
Bank of America
North Carolina
+$11.9M

Top Sellers

1 -$195M
2 -$136M
3 -$60.5M
4
Wells Fargo
Wells Fargo
California
-$13.9M
5
Ameriprise
Ameriprise
Minnesota
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$1.53M
JWCA
227
J.W. Cole Advisors
Florida
$1.52M
TFF
228
The Family Firm
Maryland
$1.51M
HCA
229
Heck Capital Advisors
Wisconsin
$1.51M
AHC
230
Anderson Hoagland & Co
Missouri
$1.51M
TC
231
TAGStone Capital
North Carolina
$1.51M
TRCT
232
Tower Research Capital (TRC)
New York
$1.5M
FHA
233
First Horizon Advisors
Tennessee
$1.49M
GIM
234
Glenmede Investment Management
Pennsylvania
$1.47M
FFL
235
Future Fund LLC
Illinois
$1.45M
RWA
236
River Wealth Advisors
Pennsylvania
$1.43M
WMWM
237
Whitaker-Myers Wealth Managers
Ohio
$1.43M
WG
238
Watchman Group
Texas
$1.4M
CIA
239
Concurrent Investment Advisors
Florida
$1.4M
KA
240
Kozak & Associates
Colorado
$1.39M
VCA
241
Verdence Capital Advisors
Maryland
$1.39M
GWM
242
GSB Wealth Management
Connecticut
$1.38M
FF
243
Finley Financial
Nevada
$1.37M
FB
244
Fulton Bank
Pennsylvania
$1.34M
ANTB
245
AMG National Trust Bank
Colorado
$1.33M
EIP
246
Ellis Investment Partners
Pennsylvania
$1.33M
LIA
247
LBMC Investment Advisors
Tennessee
$1.32M
PG
248
Patten Group
Tennessee
$1.32M
PPC
249
Park Place Capital
Alabama
$1.31M
USCWA
250
U.S. Capital Wealth Advisors
Texas
$1.31M