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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 %
SWP
451
Sagespring Wealth Partners
Tennessee
$486K -$2.64K -29 -0.5%
HCMT
452
Highland Capital Management (Tennessee)
Tennessee
$483K – – –
D
453
Dentgroup
Louisiana
$482K -$7.37K -81 -2%
HCM
454
HMS Capital Management
Tennessee
$482K -$254K -2,791 -35%
PFA
455
Pure Financial Advisors
California
$478K +$47.8K +525 +11%
GIA
456
Gladstone Institutional Advisory
Florida
$478K +$49.6K +545 +12%
AWA
457
Amplius Wealth Advisors
Pennsylvania
$477K -$313K -3,435 -40%
MWM
458
Mattern Wealth Management
Kansas
$476K -$44.4K -488 -9%
CIA
459
Capital Investment Advisors
Georgia
$473K +$1.46K +16 +0.3%
ECM
460
Evergreen Capital Management
Washington
$466K – – –
SIC
461
Sigma Investment Counselors
Michigan
$464K +$464K +5,098 New
HSA
462
HBK Sorce Advisory
Pennsylvania
$462K -$57.6K -633 -11%
MFWP
463
Mosaic Family Wealth Partners
Missouri
$460K – – –
MWA
464
Merkkuri Wealth Advisors
New York
$453K -$505K -5,550 -53%
TL
465
Tradewinds LLC
North Carolina
$453K +$453K +4,982 New
HTC
466
Haverford Trust Company
Pennsylvania
$453K – – –
MA
467
Mezzasalma Advisors
New Jersey
$446K – – –
PFA
468
Petra Financial Advisors
Colorado
$446K – – –
SFS
469
Sowell Financial Services
Arkansas
$445K +$455 +5 +0.1%
TF
470
Tompkins Financial
New York
$442K – – –
VFA
471
Valeo Financial Advisors
Indiana
$441K +$30.5K +335 +7%
AFA
472
Allium Financial Advisors
Oregon
$440K – – –
JCM
473
Jacobi Capital Management
Pennsylvania
$438K – – –
BTWM
474
Brass Tax Wealth Management
Ohio
$435K – – –
TFS
475
Thoroughbred Financial Services
Tennessee
$432K -$79.8K -877 -16%
17 18
19
20 21