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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
ET
501
Equitable Trust
Tennessee
$378K
TWP
502
Total Wealth Planning
Ohio
$376K
B
503
Bensler
Washington
$373K
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$373K
CIC
505
Carnegie Investment Counsel
Ohio
$373K
IIC
506
Integrated Investment Consultants
Michigan
$372K
ATFA
507
All Terrain Financial Advisors
Minnesota
$372K
DA
508
Doliver Advisors
Texas
$371K
GWM
509
Geneos Wealth Management
Colorado
$371K
ITIM
510
Indiana Trust & Investment Management
Indiana
$370K
NFC
511
Northeast Financial Consultants
Connecticut
$370K
CB
512
Community Bank
New York
$368K
MA
513
MKT Advisors
California
$366K
VIA
514
Vickerman Investment Advisors
Washington
$365K
IB
515
Intrust Bank
Kansas
$363K
RA
516
RFG Advisory
Alabama
$363K
LW
517
Linscomb Wealth
Texas
$360K
Allspring Global Investments
518
Allspring Global Investments
North Carolina
$360K
NPF
519
Norris Perne & French
Michigan
$356K
HWA
520
HCR Wealth Advisors
California
$356K
EAM
521
Everstar Asset Management
North Carolina
$356K
TB
522
Terril Brothers
Missouri
$355K
NB
523
NBT Bank
New York
$354K
RIS
524
Richmond Investment Services
Wisconsin
$353K
AI
525
Accredited Investors
Minnesota
$351K