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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 %
TWP
501
Total Wealth Planning
Ohio
$376K +$91 +1 +0%
B
502
Bensler
Washington
$373K – – –
BHWM
503
Bar Harbor Wealth Management
New Hampshire
$373K -$15.6K -172 -4%
CIC
504
Carnegie Investment Counsel
Ohio
$373K -$91 -1 -0%
IIC
505
Integrated Investment Consultants
Michigan
$372K -$7.64K -84 -2%
ATFA
506
All Terrain Financial Advisors
Minnesota
$372K – – –
DA
507
Doliver Advisors
Texas
$371K -$10.7K -118 -3%
GWM
508
Geneos Wealth Management
Colorado
$371K -$267K -2,931 -42%
ITIM
509
Indiana Trust & Investment Management
Indiana
$370K -$6.55K -72 -2%
NFC
510
Northeast Financial Consultants
Connecticut
$370K – – –
CB
511
Community Bank
New York
$368K – – –
MA
512
MKT Advisors
California
$366K – – –
VIA
513
Vickerman Investment Advisors
Washington
$365K -$10.4K -114 -3%
IB
514
Intrust Bank
Kansas
$363K – – –
RA
515
RFG Advisory
Alabama
$363K -$200K -2,200 -36%
LW
516
Linscomb Wealth
Texas
$360K -$14.1K -155 -4%
Allspring Global Investments
517
Allspring Global Investments
North Carolina
$360K +$77.9K +851 +28%
NPF
518
Norris Perne & French
Michigan
$356K -$1.09K -12 -0.3%
HWA
519
HCR Wealth Advisors
California
$356K -$7.1K -78 -2%
EAM
520
Everstar Asset Management
North Carolina
$356K -$63.4K -697 -15%
TB
521
Terril Brothers
Missouri
$355K – – –
NB
522
NBT Bank
New York
$354K – – –
RIS
523
Richmond Investment Services
Wisconsin
$353K +$353K +3,880 New
AI
524
Accredited Investors
Minnesota
$351K -$20.7K -228 -6%
DA
525
Dover Advisors
Virginia
$348K -$29.8K -328 -8%
19 20
21
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