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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 %
MWM
426
Mission Wealth Management
California
$550K -$546 -6 -0.1%
PFG
427
Pinnacle Financial Group
Illinois
$545K +$182 +2 +0%
MF
428
Meridian Financial
Massachusetts
$541K +$6.82K +75 +1%
KBFS
429
Kohmann Bosshard Financial Services
Ohio
$537K
IA
430
IFG Advisors
Missouri
$535K
SJGA
431
Stephen J. Garry & Associates
New York
$533K
IWN
432
Independent Wealth Network
Iowa
$527K -$3K -33 -0.6%
VA
433
VestGen Advisors
Illinois
$524K
WB
434
WesBanco Bank
West Virginia
$518K +$6.19K +68 +1%
PMFA
435
Plante Moran Financial Advisors
Michigan
$512K +$228K +2,504 +80%
WA
436
Wealthstream Advisors
New York
$510K -$8.19K -90 -2%
HTIM
437
Harbour Trust & Investment Management
Indiana
$508K -$11K -121 -2%
UCFA
438
United Capital Financial Advisors
Texas
$507K
HH
439
Hilltop Holdings
Texas
$505K
HBW
440
Hazlett, Burt & Watson
West Virginia
$504K -$72.8K -801 -13%
GWA
441
Geometric Wealth Advisors
District of Columbia
$504K
CFS
442
CRA Financial Services
New Jersey
$499K -$455 -5 -0.1%
S
443
Sunpointe
Missouri
$495K +$4K +44 +0.8%
RSWM
444
Robertson Stephens Wealth Management
California
$492K
AFTS
445
American Financial & Tax Strategies
New York
$492K
2WWM
446
21 West Wealth Management
California
$492K +$492K +5,404 New
AF
447
Aviso Financial
Ontario, Canada
$491K +$455 +5 +0.1%
LWCFA
448
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$490K -$27.7K -305 -5%
6F
449
626 Financial
Michigan
$489K
SWP
450
Sagespring Wealth Partners
Tennessee
$486K -$2.64K -29 -0.5%