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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 %
Betterment LLC
426
Betterment LLC
New York
$551K +$80.8K +888 +17%
MWM
427
Mission Wealth Management
California
$550K -$546 -6 -0.1%
PFG
428
Pinnacle Financial Group
Illinois
$545K +$182 +2 +0%
MF
429
Meridian Financial
Massachusetts
$541K +$6.82K +75 +1%
KBFS
430
Kohmann Bosshard Financial Services
Ohio
$537K – – –
IA
431
IFG Advisors
Missouri
$535K – – –
SJGA
432
Stephen J. Garry & Associates
New York
$533K – – –
IWN
433
Independent Wealth Network
Iowa
$527K -$3K -33 -0.6%
VA
434
VestGen Advisors
Illinois
$524K – – –
WB
435
WesBanco Bank
West Virginia
$518K +$6.19K +68 +1%
PMFA
436
Plante Moran Financial Advisors
Michigan
$512K +$228K +2,504 +80%
WA
437
Wealthstream Advisors
New York
$510K -$8.19K -90 -2%
HTIM
438
Harbour Trust & Investment Management
Indiana
$508K -$11K -121 -2%
UCFA
439
United Capital Financial Advisors
Texas
$507K – – –
HH
440
Hilltop Holdings
Texas
$505K – – –
HBW
441
Hazlett, Burt & Watson
West Virginia
$504K -$72.8K -801 -13%
GWA
442
Geometric Wealth Advisors
District of Columbia
$504K – – –
CFS
443
CRA Financial Services
New Jersey
$499K -$455 -5 -0.1%
S
444
Sunpointe
Missouri
$495K +$4K +44 +0.8%
RSWM
445
Robertson Stephens Wealth Management
California
$492K – – –
AFTS
446
American Financial & Tax Strategies
New York
$492K – – –
2WWM
447
21 West Wealth Management
California
$492K +$492K +5,404 New
AF
448
Aviso Financial
Ontario, Canada
$491K +$455 +5 +0.1%
LWCFA
449
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$490K -$27.7K -305 -5%
6F
450
626 Financial
Michigan
$489K – – –
16 17
18
19 20