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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 %
USCWA
251
U.S. Capital Wealth Advisors
Texas
$1.31M +$8.55K +94 +0.7%
DWP
252
Daymark Wealth Partners
Ohio
$1.29M +$1.91K +21 +0.1%
KWM
253
Kingsview Wealth Management
Oregon
$1.27M -$136K -1,499 -10%
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$1.27M – – –
VC
255
Vicus Capital
Pennsylvania
$1.27M +$166K +1,827 +15%
AA
256
Argent Advisors
Louisiana
$1.26M -$14.6K -161 -1%
PAI
257
Pittenger & Anderson Inc
Nebraska
$1.26M – – –
AWP
258
Axis Wealth Partners
Rhode Island
$1.25M +$382K +4,202 +44%
MWM
259
Meridian Wealth Management
Kentucky
$1.25M -$28.3K -311 -2%
PWAM
260
Private Wealth Asset Management
Iowa
$1.25M – – –
MMHP
261
Murphy Middleton Hinkle & Parker
Georgia
$1.25M – – –
IWM
262
IHT Wealth Management
Illinois
$1.23M -$85.4K -939 -6%
YIA
263
YHB Investment Advisors
Connecticut
$1.22M -$2.28K -25 -0.2%
CHC
264
City Holding Co
West Virginia
$1.22M – – –
MSWM
265
Mowery & Schoenfeld Wealth Management
Illinois
$1.2M – – –
PS
266
Principal Securities
Iowa
$1.19M -$23.4K -257 -2%
PCA
267
Pallas Capital Advisors
Massachusetts
$1.19M -$17.7K -194 -1%
SC
268
SouthState Corp
Florida
$1.16M -$174K -1,913 -13%
SF
269
Synovus Financial
Georgia
$1.15M +$310K +3,401 +37%
FCBT
270
First Citizens Bank & Trust
North Carolina
$1.14M -$461K -5,065 -29%
BOS
271
Bank of Stockton
California
$1.14M -$48.7K -535 -4%
RA
272
Ruggaard & Associates
Ohio
$1.13M +$271K +2,980 +32%
MC
273
Moors & Cabot
Massachusetts
$1.12M +$40K +440 +4%
Brown Advisory
274
Brown Advisory
Maryland
$1.11M +$48.4K +532 +5%
EFG
275
Embree Financial Group
Illinois
$1.1M -$1.72M -18,884 -61%
9 10
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