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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 %
CWM
376
Congress Wealth Management
Massachusetts
$665K +$9.19K +101 +1%
BB
377
Busey Bank
Illinois
$661K +$26.9K +296 +4%
OWA
378
Octavia Wealth Advisors
Ohio
$659K -$72K -791 -10%
Kayne Anderson Rudnick Investment Management
379
Kayne Anderson Rudnick Investment Management
California
$658K +$34.7K +381 +6%
AC
380
AWM Capital
Arizona
$657K
HPBT
381
Hickory Point Bank & Trust
Illinois
$653K
RFM
382
Royal Fund Management
Florida
$653K +$282K +3,090 +76%
PMG
383
Private Management Group
California
$652K
WTC
384
WhitTier Trust Company
Nevada
$652K
STA
385
Summit Trail Advisors
New York
$644K +$644K +7,084 New
NHC
386
Nicholas Hoffman & Company
Georgia
$642K +$642K +7,056 New
RSA
387
River Street Advisors
Illinois
$642K +$241K +2,648 +60%
VAS
388
Vestmark Advisory Solutions
Massachusetts
$641K +$641K +7,043 New
HIA
389
Harbor Investment Advisory
Maryland
$640K
PP
390
Prosperity Planning
Missouri
$639K +$2.18K +24 +0.3%
CG
391
Corundum Group
Colorado
$637K
CCA
392
Cobblestone Capital Advisors
New York
$633K +$35.9K +395 +6%
AAG
393
Armstrong Advisory Group
Massachusetts
$630K -$105K -1,154 -14%
FFN
394
Focus Financial Network
Minnesota
$629K +$21.6K +237 +4%
GLA
395
Great Lakes Advisors
Illinois
$628K -$5.1K -56 -0.8%
PPW
396
Parcion Private Wealth
Washington
$619K
FNBT
397
FineMark National Bank & Trust
Florida
$618K -$11.6K -128 -2%
AF
398
Alerus Financial
North Dakota
$618K
KFI
399
Key Financial Inc
Pennsylvania
$617K -$48.9K -538 -7%
DTC
400
Davidson Trust Company
Washington
$609K +$91.1K +1,001 +18%