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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
KFI
401
Key Financial Inc
Pennsylvania
$617K
DTC
402
Davidson Trust Company
Washington
$609K
DWM
403
Daner Wealth Management
Georgia
$607K
PSF
404
Pacific Sun Financial
California
$606K
CWM
405
Cahaba Wealth Management
Georgia
$603K
BF
406
Bonfire Financial
Colorado
$602K
GPA
407
Guerra Pan Advisors
New Jersey
$602K
VC
408
Veracity Capital
Georgia
$598K
GEA
409
Glen Eagle Advisors
New Jersey
$598K
PFS
410
Prospera Financial Services
Texas
$593K
RMP
411
Richards, Merrill & Peterson
Washington
$589K
LPT
412
Legacy Private Trust
Wisconsin
$582K
WTB
413
Washington Trust Bank
Washington
$580K
KP
414
Keel Point
Alabama
$578K
MCA
415
MSH Capital Advisors
Arizona
$577K
QCM
416
Quantinno Capital Management
New York
$576K
MG
417
Mather Group
Illinois
$573K
SWMP
418
Signature Wealth Management Partners
New Jersey
$573K
JIC
419
Johnson Investment Counsel
Ohio
$571K
LA
420
LexAurum Advisors
Kansas
$571K
PAM
421
Palisade Asset Management
Minnesota
$569K
RAS
422
RPS Advisory Solutions
Kentucky
$564K
IA
423
IFP Advisors
Florida
$562K
NPFS
424
Novak & Powell Financial Services
Florida
$559K
WPW
425
Waldron Private Wealth
Pennsylvania
$558K