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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 %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$47.5M +$30.7K +337 +0.1%
JIC
27
Joel Isaacson & Co
New York
$46.1M +$1.22M +13,412 +3%
BF
28
BOK Financial
Oklahoma
$45.4M -$351K -3,862 -0.8%
WIA
29
World Investment Advisors
California
$44.2M +$41.2M +452,391 +1,349%
RFC
30
Regions Financial Corp
Alabama
$42.5M +$2.62M +28,773 +7%
WSFS
31
Wilmington Savings Fund Society
Delaware
$42.5M -$587K -6,455 -1%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$39.3M -$136M -1,495,139 -78%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$38.5M +$2.83M +31,091 +8%
Truist Financial
34
Truist Financial
North Carolina
$38.1M -$594K -6,533 -2%
MP
35
Moment Partners
California
$34.1M -$924K -10,161 -3%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$32.7M +$4.51M +49,649 +16%
SPIA
37
Steward Partners Investment Advisory
New York
$30.1M +$835K +9,176 +3%
Mariner
38
Mariner
Kansas
$29M +$459K +5,041 +2%
IWA
39
Inspirion Wealth Advisors
Illinois
$27.4M +$28.2K +310 +0.1%
CC
40
Courier Capital
New York
$25.3M +$939K +10,316 +4%
SC
41
Savant Capital
Illinois
$24.2M -$401K -4,409 -2%
Lido Advisors
42
Lido Advisors
California
$23.7M +$5.4M +59,339 +29%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$23M -$135K -1,480 -0.6%
AUB
44
Atlantic Union Bankshares
Virginia
$20.7M +$20.7M +227,113 New
SFI
45
SPC Financial Inc
Maryland
$20.5M +$68.9K +757 +0.3%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$19.7M +$307K +3,376 +2%
CAL
47
Capital Advisors Ltd
Ohio
$19.7M -$818K -8,988 -4%
Stifel Financial
48
Stifel Financial
Missouri
$19.1M -$296K -3,257 -2%
CCWM
49
Cassaday & Co Wealth Management
Virginia
$19M +$1.19M +13,077 +7%
AAP
50
Arax Advisory Partners
Colorado
$18.9M +$18.4M +202,384 +3,613%
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