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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 %
DWM
401
Daner Wealth Management
Georgia
$607K +$607K +6,461 New
PSF
402
Pacific Sun Financial
California
$606K +$11.8K +130 +2%
CWM
403
Cahaba Wealth Management
Georgia
$603K -$21.8K -240 -3%
BF
404
Bonfire Financial
Colorado
$602K +$91 +1 +0%
GPA
405
Guerra Pan Advisors
New Jersey
$602K
VC
406
Veracity Capital
Georgia
$598K -$4.37K -48 -0.7%
GEA
407
Glen Eagle Advisors
New Jersey
$598K -$9.01K -99 -1%
PFS
408
Prospera Financial Services
Texas
$593K +$356K +3,912 +151%
RMP
409
Richards, Merrill & Peterson
Washington
$589K
LPT
410
Legacy Private Trust
Wisconsin
$582K
WTB
411
Washington Trust Bank
Washington
$580K -$20.9K -230 -3%
KP
412
Keel Point
Alabama
$578K +$273 +3 +0%
MCA
413
MSH Capital Advisors
Arizona
$577K
QCM
414
Quantinno Capital Management
New York
$576K -$175K -1,919 -23%
MG
415
Mather Group
Illinois
$573K -$4.55K -50 -0.8%
SWMP
416
Signature Wealth Management Partners
New Jersey
$573K
JIC
417
Johnson Investment Counsel
Ohio
$571K -$6.73K -74 -1%
LA
418
LexAurum Advisors
Kansas
$571K +$546 +6 +0.1%
PAM
419
Palisade Asset Management
Minnesota
$569K
RAS
420
RPS Advisory Solutions
Kentucky
$564K -$7.19K -79 -1%
IA
421
IFP Advisors
Florida
$562K -$8.5M -93,475 -94%
NPFS
422
Novak & Powell Financial Services
Florida
$559K -$954K -10,490 -63%
WPW
423
Waldron Private Wealth
Pennsylvania
$558K
MAWCM
424
Mine & Arao Wealth Creation & Management
California
$552K +$546 +6 +0.1%
Betterment LLC
425
Betterment LLC
New York
$551K +$80.8K +888 +17%