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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
USCWA
251
U.S. Capital Wealth Advisors
Texas
$1.31M
DWP
252
Daymark Wealth Partners
Ohio
$1.29M
KWM
253
Kingsview Wealth Management
Oregon
$1.27M
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$1.27M
VC
255
Vicus Capital
Pennsylvania
$1.27M
AA
256
Argent Advisors
Louisiana
$1.26M
PAI
257
Pittenger & Anderson Inc
Nebraska
$1.26M
AWP
258
Axis Wealth Partners
Rhode Island
$1.25M
MWM
259
Meridian Wealth Management
Kentucky
$1.25M
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
YIA
263
YHB Investment Advisors
Connecticut
$1.22M
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
PCA
267
Pallas Capital Advisors
Massachusetts
$1.19M
SC
268
SouthState Corp
Florida
$1.16M
SF
269
Synovus Financial
Georgia
$1.15M
FCBT
270
First Citizens Bank & Trust
North Carolina
$1.14M
BOS
271
Bank of Stockton
California
$1.14M
RA
272
Ruggaard & Associates
Ohio
$1.13M
MC
273
Moors & Cabot
Massachusetts
$1.12M
Brown Advisory
274
Brown Advisory
Maryland
$1.11M
EFG
275
Embree Financial Group
Illinois
$1.1M