IJK icon

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
CB
326
Cadence Bank
Mississippi
$897K
WP
327
WealthShield Partners
North Carolina
$895K
TIAA Trust, National Association
328
TIAA Trust, National Association
North Carolina
$893K
PTC
329
Private Trust Company
Ohio
$892K
CPIG
330
Chicago Partners Investment Group
Illinois
$887K
BPA
331
Beacon Pointe Advisors
California
$880K
SAG
332
SageView Advisory Group
California
$860K
T. Rowe Price Associates
333
T. Rowe Price Associates
Maryland
$859K
PFP
334
Pinnacle Financial Partners
Tennessee
$852K
NAM
335
NTV Asset Management
West Virginia
$848K
Fayez Sarofim & Co
336
Fayez Sarofim & Co
Texas
$841K
FA
337
Financial Alternatives
California
$826K
VVP
338
Venture Visionary Partners
Ohio
$826K
OC
339
Oakworth Capital
Alabama
$822K
AWM
340
Avior Wealth Management
Nebraska
$815K
BOPW
341
Brandywine Oak Private Wealth
Pennsylvania
$812K
FC
342
Fairscale Capital
New Hampshire
$812K
TI
343
Truepoint Inc
Ohio
$811K
EFG
344
Ehrlich Financial Group
California
$811K
KFP
345
KMG Fiduciary Partners
Ohio
$806K
TWM
346
Topsail Wealth Management
North Carolina
$792K
PA
347
Parallel Advisors
California
$783K
AEPWM
348
Atlantic Edge Private Wealth Management
Florida
$781K
TTWM
349
TCV Trust & Wealth Management
Virginia
$778K
GL
350
Graypoint LLC
New York
$771K