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iShares S&P Mid-Cap 400 Growth ETF

861 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 78 funds opening new positions, 205 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: 205 | Existing positions reduced: 310

Holders
861
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
AFG
226
Allegheny Financial Group
Pennsylvania
$1.54M
NA
227
NewEdge Advisors
Louisiana
$1.53M
JWCA
228
J.W. Cole Advisors
Florida
$1.52M
TFF
229
The Family Firm
Maryland
$1.51M
HCA
230
Heck Capital Advisors
Wisconsin
$1.51M
AHC
231
Anderson Hoagland & Co
Missouri
$1.51M
TC
232
TAGStone Capital
North Carolina
$1.51M
TRCT
233
Tower Research Capital (TRC)
New York
$1.5M
FHA
234
First Horizon Advisors
Tennessee
$1.49M
GIM
235
Glenmede Investment Management
Pennsylvania
$1.47M
FFL
236
Future Fund LLC
Illinois
$1.45M
RWA
237
River Wealth Advisors
Pennsylvania
$1.43M
WMWM
238
Whitaker-Myers Wealth Managers
Ohio
$1.43M
WG
239
Watchman Group
Texas
$1.4M
CIA
240
Concurrent Investment Advisors
Florida
$1.4M
KA
241
Kozak & Associates
Colorado
$1.39M
VCA
242
Verdence Capital Advisors
Maryland
$1.39M
GWM
243
GSB Wealth Management
Connecticut
$1.38M
FF
244
Finley Financial
Nevada
$1.37M
FB
245
Fulton Bank
Pennsylvania
$1.34M
ANTB
246
AMG National Trust Bank
Colorado
$1.33M
EIP
247
Ellis Investment Partners
Pennsylvania
$1.33M
LIA
248
LBMC Investment Advisors
Tennessee
$1.32M
PG
249
Patten Group
Tennessee
$1.32M
PPC
250
Park Place Capital
Alabama
$1.31M