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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
OFO
301
OneAscent Family Office
Alabama
$988K
CAL
302
Capital Analysts LLC
Pennsylvania
$988K
PAS
303
PKS Advisory Services
New York
$987K
AL
304
ACAS LLC
California
$987K
DP
305
Dearborn Partners
Illinois
$984K
SAM
306
Silvercrest Asset Management
New York
$984K
AQR Capital Management
307
AQR Capital Management
Connecticut
$969K
MIC
308
Meridian Investment Counsel
California
$968K
ONB
309
Old National Bancorp
Indiana
$960K
RWM
310
RKL Wealth Management
Pennsylvania
$953K
SDWMA
311
Schneider Downs Wealth Management Advisors
Pennsylvania
$951K
WWM
312
Western Wealth Management
Colorado
$950K
OIA
313
OneDigital Investment Advisors
Kansas
$938K
BP
314
Ballentine Partners
Massachusetts
$933K
PWM
315
Perigon Wealth Management
California
$929K
HCA
316
Harbour Capital Advisors
Virginia
$928K
AIP
317
Ameritas Investment Partners
Nebraska
$925K
AF
318
Advisornet Financial
Minnesota
$924K
Jane Street
319
Jane Street
New York
$918K
HWA
320
Heartwood Wealth Advisors
Virginia
$915K
MWM
321
Modera Wealth Management
New Jersey
$911K
BSB
322
Bangor Savings Bank
Maine
$908K
AB
323
Atlas Brown
Kentucky
$906K
GAM
324
Griffin Asset Management
New York
$903K
CA
325
Crewe Advisors
Utah
$901K