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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 %
Koshinski Asset Management
526
Koshinski Asset Management
Illinois
$347K +$1.09K +12 +0.3%
FPGK
527
Financial Partners Group (Kansas)
Kansas
$346K +$91 +1 +0%
AWM
528
AE Wealth Management
Kansas
$346K -$34.2K -376 -9%
CPSC
529
Carl P. Sherr & Co
Massachusetts
$344K
IBOK
530
Independence Bank of Kentucky
Kentucky
$342K
SAF
531
Smith Anglin Financial
Texas
$340K -$45.2K -497 -12%
HCP
532
Holt Capital Partners
Texas
$340K
BCA
533
Bay Capital Advisors
Virginia
$339K
IA
534
Insight Advisors
Pennsylvania
$338K -$30.3K -333 -8%
JFGLC
535
Johnson Financial Group LLC (Colorado)
Colorado
$336K -$58.9K -647 -15%
DIM
536
Delta Investment Management
California
$331K -$99.1K -1,089 -23%
HI
537
Harbour Investments
Wisconsin
$331K -$92.3K -1,014 -22%
GWS
538
Glassman Wealth Services
Virginia
$331K
SWA
539
Stratos Wealth Advisors
Ohio
$331K +$91 +1 +0%
TWM
540
Trueblood Wealth Management
Ohio
$330K +$455 +5 +0.1%
MFA
541
Mayflower Financial Advisors
Massachusetts
$327K
AIA
542
Ally Invest Advisors
North Carolina
$324K +$324K +3,561 New
KIA
543
KCM Investment Advisors
California
$323K
SFB
544
STAR Financial Bank
Indiana
$320K -$29.6K -325 -8%
BHBT
545
Burke & Herbert Bank & Trust
Virginia
$318K
BCA
546
Bay Colony Advisors
Massachusetts
$317K +$91 +1 +0%
MCM
547
MV Capital Management
Maryland
$317K -$26.8K -295 -8%
TCBWMS
548
Texas Capital Bank Wealth Management Services
Texas
$317K -$573K -6,300 -64%
FWP
549
FAS Wealth Partners
Kansas
$314K -$1.64K -18 -0.5%
PFBT
550
Parkside Financial Bank & Trust
Missouri
$314K