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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OFO
301
OneAscent Family Office
Alabama
$988K
CAL
302
Capital Analysts LLC
Pennsylvania
$988K +$11.6K +127 +1%
PAS
303
PKS Advisory Services
New York
$987K +$16K +176 +2%
AL
304
ACAS LLC
California
$987K -$19.4K -204 -2%
DP
305
Dearborn Partners
Illinois
$984K -$13.7K -151 -1%
SAM
306
Silvercrest Asset Management
New York
$984K
AQR Capital Management
307
AQR Capital Management
Connecticut
$969K -$38.8K -427 -4%
MIC
308
Meridian Investment Counsel
California
$968K
ONB
309
Old National Bancorp
Indiana
$960K +$960K +10,548 New
RWM
310
RKL Wealth Management
Pennsylvania
$953K -$433K -4,754 -31%
SDWMA
311
Schneider Downs Wealth Management Advisors
Pennsylvania
$951K +$457K +5,018 +92%
WWM
312
Western Wealth Management
Colorado
$950K +$52.8K +580 +6%
OIA
313
OneDigital Investment Advisors
Kansas
$938K -$20.4K -224 -2%
BP
314
Ballentine Partners
Massachusetts
$933K -$2.73K -30 -0.3%
PWM
315
Perigon Wealth Management
California
$929K -$57.2K -629 -6%
HCA
316
Harbour Capital Advisors
Virginia
$928K
AIP
317
Ameritas Investment Partners
Nebraska
$925K
AF
318
Advisornet Financial
Minnesota
$924K -$23.2K -255 -2%
Jane Street
319
Jane Street
New York
$918K +$918K +10,086 New
HWA
320
Heartwood Wealth Advisors
Virginia
$915K
MWM
321
Modera Wealth Management
New Jersey
$911K -$15.4K -169 -2%
BSB
322
Bangor Savings Bank
Maine
$908K
AB
323
Atlas Brown
Kentucky
$906K +$32.8K +361 +4%
GAM
324
Griffin Asset Management
New York
$903K +$50.6K +556 +6%
CA
325
Crewe Advisors
Utah
$901K -$13.7K -151 -2%