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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 %
MCM
476
MidAtlantic Capital Management
Virginia
$431K -$3.55K -39 -0.8%
SAM
477
Sawgrass Asset Management
Florida
$430K – – –
BFO
478
Biltmore Family Office
North Carolina
$425K – – –
FF
479
Friday Financial
Iowa
$422K – – –
PWA
480
PCG Wealth Advisors
Kansas
$421K +$364 +4 +0.1%
Citadel Advisors
481
Citadel Advisors
Florida
$416K -$255K -2,801 -38%
IA
482
IFG Advisory
Georgia
$409K -$16.7K -184 -4%
MA
483
Mutual Advisors
Nebraska
$407K -$27.9K -295 -6%
KAS
484
KPP Advisory Services
Kentucky
$406K -$15.9K -175 -4%
FT
485
Fiduciary Trust
Massachusetts
$406K -$108K -1,182 -21%
PCM
486
Perritt Capital Management
Illinois
$403K +$637 +7 +0.2%
TAM
487
Tocqueville Asset Management
New York
$401K – – –
CA
488
CoreCap Advisors
Michigan
$401K -$3.09K -34 -0.8%
SI
489
Saxon Interests
Texas
$395K – – –
CWM
490
ClientFirst Wealth Management
Arkansas
$393K – – –
FCP
491
Fidelis Capital Partners
Florida
$390K – – –
VPP
492
Vertex Planning Partners
Illinois
$389K – – –
MOS
493
MGO One Seven
Ohio
$388K -$14.4K -158 -4%
HP
494
Holistic Planning
Texas
$387K -$6.46K -71 -2%
SFA
495
Sequoia Financial Advisors
Ohio
$381K +$71.6K +787 +23%
FFG
496
Fiduciary Financial Group
California
$381K – – –
CAM
497
Congress Asset Management
Massachusetts
$380K -$2.3M -25,318 -86%
NCM
498
NCM Capital Management
New Jersey
$380K -$18K -198 -5%
OSNBOA
499
Old Second National Bank of Aurora
Illinois
$378K +$16.6K +182 +5%
ET
500
Equitable Trust
Tennessee
$378K – – –
18 19
20
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