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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
SCM
276
SCS Capital Management
Massachusetts
$1.09M
EW
277
Evoke Wealth
California
$1.09M
CCB
278
Country Club Bank
Missouri
$1.08M
BFA
279
Bragg Financial Advisors
North Carolina
$1.08M
TPCW
280
TD Private Client Wealth
New York
$1.08M
AF
281
Allworth Financial
California
$1.07M
SF
282
Summit Financial
New Jersey
$1.07M
SI
283
Stephens Inc
Arkansas
$1.07M
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$1.06M
FA
285
Fiduciary Alliance
South Carolina
$1.06M
AWM
286
Aprio Wealth Management
Georgia
$1.06M
SIM
287
Stratos Investment Management
Ohio
$1.05M
BlackRock
288
BlackRock
New York
$1.05M
MFG
289
Merit Financial Group
Georgia
$1.04M
SFG
290
Sather Financial Group
Texas
$1.03M
Vanguard Group
291
Vanguard Group
Pennsylvania
$1.03M
FPAS
292
Focus Partners Advisor Solutions
Missouri
$1.03M
BCG
293
Breakwater Capital Group
New Jersey
$1.02M
MWM
294
Marietta Wealth Management
Georgia
$1.02M
RB
295
Renasant Bank
Mississippi
$1.02M
NFG
296
Nations Financial Group
Iowa
$1.01M
MIA
297
MainStreet Investment Advisors
Illinois
$1.01M
FRA
298
Front Row Advisors
California
$1.01M
LWANC
299
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.01M
PCIA
300
Prime Capital Investment Advisors
Kansas
$991K