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iShares S&P Mid-Cap 400 Growth ETF

856 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 76 funds opening new positions, 206 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% 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
76
Increased
206
Reduced
308
Closed
52
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
476
Sawgrass Asset Management
Florida
$430K
BFO
477
Biltmore Family Office
North Carolina
$425K
FF
478
Friday Financial
Iowa
$422K
PWA
479
PCG Wealth Advisors
Kansas
$421K +$364 +4 +0.1%
Citadel Advisors
480
Citadel Advisors
Florida
$416K -$255K -2,801 -38%
IA
481
IFG Advisory
Georgia
$409K -$16.7K -184 -4%
MA
482
Mutual Advisors
Nebraska
$407K -$27.9K -295 -6%
KAS
483
KPP Advisory Services
Kentucky
$406K -$15.9K -175 -4%
FT
484
Fiduciary Trust
Massachusetts
$406K -$108K -1,182 -21%
PCM
485
Perritt Capital Management
Illinois
$403K +$637 +7 +0.2%
TAM
486
Tocqueville Asset Management
New York
$401K
CA
487
CoreCap Advisors
Michigan
$401K -$3.09K -34 -0.8%
SI
488
Saxon Interests
Texas
$395K
CWM
489
ClientFirst Wealth Management
Arkansas
$393K
FCP
490
Fidelis Capital Partners
Florida
$390K
VPP
491
Vertex Planning Partners
Illinois
$389K
MOS
492
MGO One Seven
Ohio
$388K -$14.4K -158 -4%
HP
493
Holistic Planning
Texas
$387K -$6.46K -71 -2%
SFA
494
Sequoia Financial Advisors
Ohio
$381K +$71.6K +787 +23%
FFG
495
Fiduciary Financial Group
California
$381K
CAM
496
Congress Asset Management
Massachusetts
$380K -$2.3M -25,318 -86%
NCM
497
NCM Capital Management
New Jersey
$380K -$18K -198 -5%
OSNBOA
498
Old Second National Bank of Aurora
Illinois
$378K +$16.6K +182 +5%
ET
499
Equitable Trust
Tennessee
$378K
TWP
500
Total Wealth Planning
Ohio
$376K +$91 +1 +0%