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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

850 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 75 funds opening new positions, 205 increasing their positions, 307 reducing their positions, and 52 closing their positions.

Holders
850
Holders Change
+5
Holders Change %
+0.59%
% of All Funds
11.41%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
75
Increased
205
Reduced
307
Closed
52
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
+$211K

Top Buyers

1
WIA
1
World Investment Advisors
California
$44.2M
2
AUB
2
Atlantic Union Bankshares
Virginia
$20.7M
3
AAP
3
Arax Advisory Partners
Colorado
$18.9M
4
LPL Financial
4
LPL Financial
California
$142M
5
Bank of America
5
Bank of America
North Carolina
$345M

Top Sellers

1
MMEA
1
Main Management ETF Advisors
California
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$39.3M
3
MM
3
Main Management
California
$3.05M
4
Wells Fargo
4
Wells Fargo
California
$558M
5
Ameriprise
5
Ameriprise
Minnesota
$94.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$47.5M 522,412 +337 +0.1%
JIC
27
Joel Isaacson & Co
New York
$46.1M 506,929 +13,412 +3%
BF
28
BOK Financial
Oklahoma
$45.4M 499,198 -3,862 -0.8%
WIA
29
World Investment Advisors
California
$44.2M 485,917 +452,391 +1,349%
RFC
30
Regions Financial Corp
Alabama
$42.5M 467,602 +28,773 +7%
WSFS
31
Wilmington Savings Fund Society
Delaware
$42.5M 467,378 -6,455 -1%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$39.3M 431,788 -1,495,139 -78%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$38.5M 423,019 +31,091 +8%
Truist Financial
34
Truist Financial
North Carolina
$38.1M 419,267 -6,533 -2%
MP
35
Moment Partners
California
$34.1M 375,036 -10,161 -3%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$32.7M 360,082 +49,649 +16%
SPIA
37
Steward Partners Investment Advisory
New York
$30.1M 331,044 +9,176 +3%
Mariner
38
Mariner
Kansas
$29M 318,654 +5,041 +2%
IWA
39
Inspirion Wealth Advisors
Illinois
$27.4M 300,872 +310 +0.1%
CC
40
Courier Capital
New York
$25.3M 278,009 +10,316 +4%
SC
41
Savant Capital
Illinois
$24.2M 266,442 -4,409 -2%
Lido Advisors
42
Lido Advisors
California
$23.7M 260,913 +59,339 +29%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$23M 252,989 -1,480 -0.6%
AUB
44
Atlantic Union Bankshares
Virginia
$20.7M 227,113 +227,113 New
SFI
45
SPC Financial Inc
Maryland
$20.5M 224,923 +757 +0.3%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$19.7M 216,037 +3,376 +2%
CAL
47
Capital Advisors Ltd
Ohio
$19.7M 215,979 -8,988 -4%
Stifel Financial
48
Stifel Financial
Missouri
$19.1M 209,543 -3,257 -2%
CCWM
49
Cassaday & Co Wealth Management
Virginia
$19M 208,610 +13,077 +7%
AAP
50
Arax Advisory Partners
Colorado
$18.9M 207,986 +202,384 +3,613%
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