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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
UCB
376
United Community Bank
South Carolina
$673K
PMG
377
ProVise Management Group
Florida
$672K
CWM
378
Congress Wealth Management
Massachusetts
$665K
BB
379
Busey Bank
Illinois
$661K
OWA
380
Octavia Wealth Advisors
Ohio
$659K
Kayne Anderson Rudnick Investment Management
381
Kayne Anderson Rudnick Investment Management
California
$658K
AC
382
AWM Capital
Arizona
$657K
HPBT
383
Hickory Point Bank & Trust
Illinois
$653K
RFM
384
Royal Fund Management
Florida
$653K
PMG
385
Private Management Group
California
$652K
WTC
386
WhitTier Trust Company
Nevada
$652K
STA
387
Summit Trail Advisors
New York
$644K
NHC
388
Nicholas Hoffman & Company
Georgia
$642K
RSA
389
River Street Advisors
Illinois
$642K
VAS
390
Vestmark Advisory Solutions
Massachusetts
$641K
HIA
391
Harbor Investment Advisory
Maryland
$640K
PP
392
Prosperity Planning
Missouri
$639K
CG
393
Corundum Group
Colorado
$637K
CCA
394
Cobblestone Capital Advisors
New York
$633K
AAG
395
Armstrong Advisory Group
Massachusetts
$630K
FFN
396
Focus Financial Network
Minnesota
$629K
GLA
397
Great Lakes Advisors
Illinois
$628K
PPW
398
Parcion Private Wealth
Washington
$619K
FNBT
399
FineMark National Bank & Trust
Florida
$618K
AF
400
Alerus Financial
North Dakota
$618K