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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
DWP
251
Daymark Wealth Partners
Ohio
$1.29M
KWM
252
Kingsview Wealth Management
Oregon
$1.27M
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$1.27M
VC
254
Vicus Capital
Pennsylvania
$1.27M
AA
255
Argent Advisors
Louisiana
$1.26M
PAI
256
Pittenger & Anderson Inc
Nebraska
$1.26M
AWP
257
Axis Wealth Partners
Rhode Island
$1.25M
MWM
258
Meridian Wealth Management
Kentucky
$1.25M
PWAM
259
Private Wealth Asset Management
Iowa
$1.25M
MMHP
260
Murphy Middleton Hinkle & Parker
Georgia
$1.25M
IWM
261
IHT Wealth Management
Illinois
$1.23M
YIA
262
YHB Investment Advisors
Connecticut
$1.22M
CHC
263
City Holding Co
West Virginia
$1.22M
MSWM
264
Mowery & Schoenfeld Wealth Management
Illinois
$1.2M
PS
265
Principal Securities
Iowa
$1.19M
PCA
266
Pallas Capital Advisors
Massachusetts
$1.19M
SC
267
SouthState Corp
Florida
$1.16M
SF
268
Synovus Financial
Georgia
$1.15M
FCBT
269
First Citizens Bank & Trust
North Carolina
$1.14M
BOS
270
Bank of Stockton
California
$1.14M
RA
271
Ruggaard & Associates
Ohio
$1.13M
MC
272
Moors & Cabot
Massachusetts
$1.12M
Brown Advisory
273
Brown Advisory
Maryland
$1.11M
EFG
274
Embree Financial Group
Illinois
$1.1M
IAIM
275
International Assets Investment Management
Florida
$1.1M