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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
TF
351
Tudor Financial
Ohio
$771K
WF
352
Welch & Forbes
Massachusetts
$766K
HSWM
353
Hubbell Strickland Wealth Management
Louisiana
$759K
BIM
354
Bridges Investment Management
Nebraska
$747K
FHC
355
First Heartland Consultants
Missouri
$745K
BEI
356
Benjamin Edwards Inc
Missouri
$736K
OWA
357
Outlook Wealth Advisors
Texas
$734K
GCM
358
Gables Capital Management
Florida
$729K
CWAG
359
Compton Wealth Advisory Group
Virginia
$728K
HW
360
Hancock Whitney
Mississippi
$720K
CGA
361
Crescent Grove Advisors
Illinois
$720K
DCA
362
DSG Capital Advisors
Minnesota
$714K
CL
363
Choreo LLC
Illinois
$713K
CCM
364
Corsair Capital Management
New York
$713K
MPIA
365
Milestones Private Investment Advisors
New York
$711K
MA
366
Marquette Associates
Illinois
$701K
TBT
367
Texas Bank & Trust
Texas
$701K
CIC
368
Chilton Investment Company
Connecticut
$701K
PWA
369
Peterson Wealth Advisors
Utah
$688K
AIM
370
Allen Investment Management
New York
$687K
PCH
371
PGIM Custom Harvest
New Jersey
$687K
GT
372
Glenview Trust
Kentucky
$686K
BJL
373
Brighton Jones LLC
Washington
$680K
GVAG
374
Great Valley Advisor Group
Delaware
$677K
AWA
375
Arkadios Wealth Advisors
Georgia
$677K