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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
6F
451
626 Financial
Michigan
$489K
SWP
452
Sagespring Wealth Partners
Tennessee
$486K
HCMT
453
Highland Capital Management (Tennessee)
Tennessee
$483K
D
454
Dentgroup
Louisiana
$482K
HCM
455
HMS Capital Management
Tennessee
$482K
PFA
456
Pure Financial Advisors
California
$478K
GIA
457
Gladstone Institutional Advisory
Florida
$478K
AWA
458
Amplius Wealth Advisors
Pennsylvania
$477K
MWM
459
Mattern Wealth Management
Kansas
$476K
CIA
460
Capital Investment Advisors
Georgia
$473K
ECM
461
Evergreen Capital Management
Washington
$466K
SIC
462
Sigma Investment Counselors
Michigan
$464K
HSA
463
HBK Sorce Advisory
Pennsylvania
$462K
MFWP
464
Mosaic Family Wealth Partners
Missouri
$460K
MWA
465
Merkkuri Wealth Advisors
New York
$453K
TL
466
Tradewinds LLC
North Carolina
$453K
HTC
467
Haverford Trust Company
Pennsylvania
$453K
MA
468
Mezzasalma Advisors
New Jersey
$446K
PFA
469
Petra Financial Advisors
Colorado
$446K
SFS
470
Sowell Financial Services
Arkansas
$445K
TF
471
Tompkins Financial
New York
$442K
VFA
472
Valeo Financial Advisors
Indiana
$441K
AFA
473
Allium Financial Advisors
Oregon
$440K
JCM
474
Jacobi Capital Management
Pennsylvania
$438K
BTWM
475
Brass Tax Wealth Management
Ohio
$435K