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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

857 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 77 funds opening new positions, 206 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+12
Holders Change %
+1.42%
% of All Funds
11.48%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
77
Increased
206
Reduced
308
Closed
52
Calls
$473K
Puts
–
Net Calls
+$473K
Net Calls Change
+$447K

Top Buyers

1
WIA
World Investment Advisors
California
+$41.2M
2
AUB
Atlantic Union Bankshares
Virginia
+$20.7M
3
AAP
Arax Advisory Partners
Colorado
+$18.4M
4
LPL Financial
LPL Financial
California
+$14.4M
5
Bank of America
Bank of America
North Carolina
+$11.9M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$195M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$136M
3
MM
Main Management
California
-$60.5M
4
Wells Fargo
Wells Fargo
California
-$13.9M
5
Ameriprise
Ameriprise
Minnesota
-$11M
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 – – –
MPIAL
364
Milestones Private Investment Advisors LLC
New York
$711K +$711K +7,811 New
MA
365
Marquette Associates
Illinois
$701K -$254K -2,793 -27%
TBT
366
Texas Bank & Trust
Texas
$701K -$47K -517 -6%
CIC
367
Chilton Investment Company
Connecticut
$701K +$701K +7,700 New
PWA
368
Peterson Wealth Advisors
Utah
$688K -$64.6K -710 -9%
AIM
369
Allen Investment Management
New York
$687K – – –
PCH
370
PGIM Custom Harvest
New Jersey
$687K -$45.9K -504 -6%
GT
371
Glenview Trust
Kentucky
$686K +$50.7K +557 +8%
BJL
372
Brighton Jones LLC
Washington
$680K +$10.8K +119 +2%
GVAG
373
Great Valley Advisor Group
Delaware
$677K +$17.7K +195 +3%
AWA
374
Arkadios Wealth Advisors
Georgia
$677K +$24.1K +265 +4%
UCB
375
United Community Bank
South Carolina
$673K +$50.1K +551 +8%
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