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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
MAWCM
426
Mine & Arao Wealth Creation & Management
California
$552K
Betterment LLC
427
Betterment LLC
New York
$551K
MWM
428
Mission Wealth Management
California
$550K
PFG
429
Pinnacle Financial Group
Illinois
$545K
MF
430
Meridian Financial
Massachusetts
$541K
KBFS
431
Kohmann Bosshard Financial Services
Ohio
$537K
IA
432
IFG Advisors
Missouri
$535K
SJGA
433
Stephen J. Garry & Associates
New York
$533K
IWN
434
Independent Wealth Network
Iowa
$527K
VA
435
VestGen Advisors
Illinois
$524K
WB
436
WesBanco Bank
West Virginia
$518K
PMFA
437
Plante Moran Financial Advisors
Michigan
$512K
WA
438
Wealthstream Advisors
New York
$510K
HTIM
439
Harbour Trust & Investment Management
Indiana
$508K
UCFA
440
United Capital Financial Advisors
Texas
$507K
HH
441
Hilltop Holdings
Texas
$505K
HBW
442
Hazlett, Burt & Watson
West Virginia
$504K
GWA
443
Geometric Wealth Advisors
District of Columbia
$504K
CFS
444
CRA Financial Services
New Jersey
$499K
S
445
Sunpointe
Missouri
$495K
RSWM
446
Robertson Stephens Wealth Management
California
$492K
AFTS
447
American Financial & Tax Strategies
New York
$492K
2WWM
448
21 West Wealth Management
California
$492K
AF
449
Aviso Financial
Ontario, Canada
$491K
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$490K