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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 %
KPWS
526
Kestra Private Wealth Services
Texas
$348K -$117K -1,287 -25%
Koshinski Asset Management
527
Koshinski Asset Management
Illinois
$347K +$1.09K +12 +0.3%
FPGK
528
Financial Partners Group (Kansas)
Kansas
$346K +$91 +1 +0%
AWM
529
AE Wealth Management
Kansas
$346K -$34.2K -376 -9%
CPSC
530
Carl P. Sherr & Co
Massachusetts
$344K – – –
IBOK
531
Independence Bank of Kentucky
Kentucky
$342K – – –
SAF
532
Smith Anglin Financial
Texas
$340K -$45.2K -497 -12%
HCP
533
Holt Capital Partners
Texas
$340K – – –
BCA
534
Bay Capital Advisors
Virginia
$339K – – –
IA
535
Insight Advisors
Pennsylvania
$338K -$30.3K -333 -8%
JFGLC
536
Johnson Financial Group LLC (Colorado)
Colorado
$336K -$58.9K -647 -15%
DIM
537
Delta Investment Management
California
$331K -$99.1K -1,089 -23%
HI
538
Harbour Investments
Wisconsin
$331K -$92.3K -1,014 -22%
GWS
539
Glassman Wealth Services
Virginia
$331K – – –
SWA
540
Stratos Wealth Advisors
Ohio
$331K +$91 +1 +0%
TWM
541
Trueblood Wealth Management
Ohio
$330K +$455 +5 +0.1%
MFA
542
Mayflower Financial Advisors
Massachusetts
$327K – – –
AIA
543
Ally Invest Advisors
North Carolina
$324K +$324K +3,561 New
KIA
544
KCM Investment Advisors
California
$323K – – –
SFB
545
STAR Financial Bank
Indiana
$320K -$29.6K -325 -8%
BHBT
546
Burke & Herbert Bank & Trust
Virginia
$318K – – –
BCA
547
Bay Colony Advisors
Massachusetts
$317K +$91 +1 +0%
MCM
548
MV Capital Management
Maryland
$317K -$26.8K -295 -8%
TCBWMS
549
Texas Capital Bank Wealth Management Services
Texas
$317K -$573K -6,300 -64%
FWP
550
FAS Wealth Partners
Kansas
$314K -$1.64K -18 -0.5%
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