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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 %
WF
351
Welch & Forbes
Massachusetts
$766K
HSWM
352
Hubbell Strickland Wealth Management
Louisiana
$759K -$22.5K -247 -3%
BIM
353
Bridges Investment Management
Nebraska
$747K -$14.1K -155 -2%
FHC
354
First Heartland Consultants
Missouri
$745K -$23.5K -258 -3%
BEI
355
Benjamin Edwards Inc
Missouri
$736K +$168K +1,851 +30%
OWA
356
Outlook Wealth Advisors
Texas
$734K -$75K -824 -9%
GCM
357
Gables Capital Management
Florida
$729K
CWAG
358
Compton Wealth Advisory Group
Virginia
$728K -$30.5K -335 -4%
HW
359
Hancock Whitney
Mississippi
$720K -$8.19K -90 -1%
CGA
360
Crescent Grove Advisors
Illinois
$720K -$30.8K -338 -4%
DCA
361
DSG Capital Advisors
Minnesota
$714K
CL
362
Choreo LLC
Illinois
$713K +$9.92K +109 +1%
CCM
363
Corsair Capital Management
New York
$713K
MA
364
Marquette Associates
Illinois
$701K -$254K -2,793 -27%
TBT
365
Texas Bank & Trust
Texas
$701K -$47K -517 -6%
CIC
366
Chilton Investment Company
Connecticut
$701K +$701K +7,700 New
PWA
367
Peterson Wealth Advisors
Utah
$688K -$64.6K -710 -9%
AIM
368
Allen Investment Management
New York
$687K
PCH
369
PGIM Custom Harvest
New Jersey
$687K -$45.9K -504 -6%
GT
370
Glenview Trust
Kentucky
$686K +$50.7K +557 +8%
BJL
371
Brighton Jones LLC
Washington
$680K +$10.8K +119 +2%
GVAG
372
Great Valley Advisor Group
Delaware
$677K +$17.7K +195 +3%
AWA
373
Arkadios Wealth Advisors
Georgia
$677K +$24.1K +265 +4%
UCB
374
United Community Bank
South Carolina
$673K +$50.1K +551 +8%
PMG
375
ProVise Management Group
Florida
$672K