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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 %
CB
326
Cadence Bank
Mississippi
$897K -$14.8K -163 -2%
WP
327
WealthShield Partners
North Carolina
$895K -$312K -3,425 -26%
TIAA Trust, National Association
328
TIAA Trust, National Association
North Carolina
$893K -$9.1K -100 -1%
PTC
329
Private Trust Company
Ohio
$892K -$163K -1,795 -15%
CPIG
330
Chicago Partners Investment Group
Illinois
$887K +$470 +5 +0.1%
BPA
331
Beacon Pointe Advisors
California
$880K -$3.91K -43 -0.4%
SAG
332
SageView Advisory Group
California
$860K -$21.5K -228 -2%
T. Rowe Price Associates
333
T. Rowe Price Associates
Maryland
$859K +$442K +4,860 +106%
NAM
334
NTV Asset Management
West Virginia
$848K
Fayez Sarofim & Co
335
Fayez Sarofim & Co
Texas
$841K
FA
336
Financial Alternatives
California
$826K
VVP
337
Venture Visionary Partners
Ohio
$826K -$100K -1,104 -11%
OC
338
Oakworth Capital
Alabama
$822K
AWM
339
Avior Wealth Management
Nebraska
$815K -$49.4K -543 -6%
BOPW
340
Brandywine Oak Private Wealth
Pennsylvania
$812K
FC
341
Fairscale Capital
New Hampshire
$812K +$61.2K +658 +8%
TI
342
Truepoint Inc
Ohio
$811K -$16.9K -186 -2%
EFG
343
Ehrlich Financial Group
California
$811K +$811K +8,916 New
KFP
344
KMG Fiduciary Partners
Ohio
$806K
TWM
345
Topsail Wealth Management
North Carolina
$792K
PA
346
Parallel Advisors
California
$783K +$124K +1,360 +19%
AEPWM
347
Atlantic Edge Private Wealth Management
Florida
$781K
TTWM
348
TCV Trust & Wealth Management
Virginia
$778K -$25K -275 -3%
GL
349
Graypoint LLC
New York
$771K -$7.73K -85 -1%
TF
350
Tudor Financial
Ohio
$771K