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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 %
PMG
376
ProVise Management Group
Florida
$672K – – –
CWM
377
Congress Wealth Management
Massachusetts
$665K +$9.19K +101 +1%
BB
378
Busey Bank
Illinois
$661K +$26.9K +296 +4%
OWA
379
Octavia Wealth Advisors
Ohio
$659K -$72K -791 -10%
Kayne Anderson Rudnick Investment Management
380
Kayne Anderson Rudnick Investment Management
California
$658K +$34.7K +381 +6%
AC
381
AWM Capital
Arizona
$657K – – –
HPBT
382
Hickory Point Bank & Trust
Illinois
$653K – – –
RFM
383
Royal Fund Management
Florida
$653K +$282K +3,090 +76%
PMG
384
Private Management Group
California
$652K – – –
WTC
385
WhitTier Trust Company
Nevada
$652K – – –
STA
386
Summit Trail Advisors
New York
$644K +$644K +7,084 New
NHC
387
Nicholas Hoffman & Company
Georgia
$642K +$642K +7,056 New
RSA
388
River Street Advisors
Illinois
$642K +$241K +2,648 +60%
VAS
389
Vestmark Advisory Solutions
Massachusetts
$641K +$641K +7,043 New
HIA
390
Harbor Investment Advisory
Maryland
$640K – – –
PP
391
Prosperity Planning
Missouri
$639K +$2.18K +24 +0.3%
CG
392
Corundum Group
Colorado
$637K – – –
CCA
393
Cobblestone Capital Advisors
New York
$633K +$35.9K +395 +6%
AAG
394
Armstrong Advisory Group
Massachusetts
$630K -$105K -1,154 -14%
FFN
395
Focus Financial Network
Minnesota
$629K +$21.6K +237 +4%
GLA
396
Great Lakes Advisors
Illinois
$628K -$5.1K -56 -0.8%
PPW
397
Parcion Private Wealth
Washington
$619K – – –
FNBT
398
FineMark National Bank & Trust
Florida
$618K -$11.6K -128 -2%
AF
399
Alerus Financial
North Dakota
$618K – – –
KFI
400
Key Financial Inc
Pennsylvania
$617K -$48.9K -538 -7%
14 15
16
17 18