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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
TFS
476
Thoroughbred Financial Services
Tennessee
$432K
MCM
477
MidAtlantic Capital Management
Virginia
$431K
SAM
478
Sawgrass Asset Management
Florida
$430K
BFO
479
Biltmore Family Office
North Carolina
$425K
FF
480
Friday Financial
Iowa
$422K
PWA
481
PCG Wealth Advisors
Kansas
$421K
Citadel Advisors
482
Citadel Advisors
Florida
$416K
IA
483
IFG Advisory
Georgia
$409K
MA
484
Mutual Advisors
Nebraska
$407K
KAS
485
KPP Advisory Services
Kentucky
$406K
FT
486
Fiduciary Trust
Massachusetts
$406K
PCM
487
Perritt Capital Management
Illinois
$403K
TAM
488
Tocqueville Asset Management
New York
$401K
CA
489
CoreCap Advisors
Michigan
$401K
SI
490
Saxon Interests
Texas
$395K
CWM
491
ClientFirst Wealth Management
Arkansas
$393K
FCP
492
Fidelis Capital Partners
Florida
$390K
VPP
493
Vertex Planning Partners
Illinois
$389K
MOS
494
MGO One Seven
Ohio
$388K
HP
495
Holistic Planning
Texas
$387K
SFA
496
Sequoia Financial Advisors
Ohio
$381K
FFG
497
Fiduciary Financial Group
California
$381K
CAM
498
Congress Asset Management
Massachusetts
$380K
NCM
499
NCM Capital Management
New Jersey
$380K
OSNBOA
500
Old Second National Bank of Aurora
Illinois
$378K