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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 %
DTC
401
Davidson Trust Company
Washington
$609K +$91.1K +1,001 +18%
DWM
402
Daner Wealth Management
Georgia
$607K +$607K +6,461 New
PSF
403
Pacific Sun Financial
California
$606K +$11.8K +130 +2%
CWM
404
Cahaba Wealth Management
Georgia
$603K -$21.8K -240 -3%
BF
405
Bonfire Financial
Colorado
$602K +$91 +1 +0%
GPA
406
Guerra Pan Advisors
New Jersey
$602K – – –
VC
407
Veracity Capital
Georgia
$598K -$4.37K -48 -0.7%
GEA
408
Glen Eagle Advisors
New Jersey
$598K -$9.01K -99 -1%
PFS
409
Prospera Financial Services
Texas
$593K +$356K +3,912 +151%
RMP
410
Richards, Merrill & Peterson
Washington
$589K – – –
LPT
411
Legacy Private Trust
Wisconsin
$582K – – –
WTB
412
Washington Trust Bank
Washington
$580K -$20.9K -230 -3%
KP
413
Keel Point
Alabama
$578K +$273 +3 +0%
MCA
414
MSH Capital Advisors
Arizona
$577K – – –
QCM
415
Quantinno Capital Management
New York
$576K -$175K -1,919 -23%
MG
416
Mather Group
Illinois
$573K -$4.55K -50 -0.8%
SWMP
417
Signature Wealth Management Partners
New Jersey
$573K – – –
JIC
418
Johnson Investment Counsel
Ohio
$571K -$6.73K -74 -1%
LA
419
LexAurum Advisors
Kansas
$571K +$546 +6 +0.1%
PAM
420
Palisade Asset Management
Minnesota
$569K – – –
RAS
421
RPS Advisory Solutions
Kentucky
$564K -$7.19K -79 -1%
IA
422
IFP Advisors
Florida
$562K -$8.5M -93,475 -94%
NPFS
423
Novak & Powell Financial Services
Florida
$559K -$954K -10,490 -63%
WPW
424
Waldron Private Wealth
Pennsylvania
$558K – – –
MAWCM
425
Mine & Arao Wealth Creation & Management
California
$552K +$546 +6 +0.1%
15 16
17
18 19