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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
11.47%
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 %
IAIM
276
International Assets Investment Management
Florida
$1.1M +$57.5K +632 +6%
SCM
277
SCS Capital Management
Massachusetts
$1.09M +$1.27K +14 +0.1%
EW
278
Evoke Wealth
California
$1.09M +$1.09M +11,946 New
CCB
279
Country Club Bank
Missouri
$1.08M – – –
BFA
280
Bragg Financial Advisors
North Carolina
$1.08M +$9.55K +105 +0.9%
TPCW
281
TD Private Client Wealth
New York
$1.08M -$626K -6,876 -37%
AF
282
Allworth Financial
California
$1.07M +$467K +5,131 +78%
SF
283
Summit Financial
New Jersey
$1.07M -$18.3K -201 -2%
SI
284
Stephens Inc
Arkansas
$1.07M -$109K -1,200 -9%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$1.06M +$438K +4,818 +70%
FA
286
Fiduciary Alliance
South Carolina
$1.06M +$10K +110 +1%
AWM
287
Aprio Wealth Management
Georgia
$1.06M -$6.37K -70 -0.6%
SIM
288
Stratos Investment Management
Ohio
$1.05M -$402K -4,413 -28%
BlackRock
289
BlackRock
New York
$1.05M -$10K -110 -0.9%
MFG
290
Merit Financial Group
Georgia
$1.04M +$46.1K +507 +5%
SFG
291
Sather Financial Group
Texas
$1.03M – – –
Vanguard Group
292
Vanguard Group
Pennsylvania
$1.03M +$6.28K +69 +0.6%
FPAS
293
Focus Partners Advisor Solutions
Missouri
$1.03M -$8.1K -89 -0.8%
BCG
294
Breakwater Capital Group
New Jersey
$1.02M +$65.1K +716 +7%
MWM
295
Marietta Wealth Management
Georgia
$1.02M – – –
RB
296
Renasant Bank
Mississippi
$1.02M -$438K -4,815 -30%
NFG
297
Nations Financial Group
Iowa
$1.01M -$910 -10 -0.1%
MIA
298
MainStreet Investment Advisors
Illinois
$1.01M – – –
FRA
299
Front Row Advisors
California
$1.01M – – –
PCIA
300
Prime Capital Investment Advisors
Kansas
$991K -$1.32M -14,473 -57%
10 11
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