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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
DA
526
Dover Advisors
Virginia
$348K
KPWS
527
Kestra Private Wealth Services
Texas
$348K
Koshinski Asset Management
528
Koshinski Asset Management
Illinois
$347K
FPGK
529
Financial Partners Group (Kansas)
Kansas
$346K
AWM
530
AE Wealth Management
Kansas
$346K
CPSC
531
Carl P. Sherr & Co
Massachusetts
$344K
IBOK
532
Independence Bank of Kentucky
Kentucky
$342K
SAF
533
Smith Anglin Financial
Texas
$340K
HCP
534
Holt Capital Partners
Texas
$340K
BCA
535
Bay Capital Advisors
Virginia
$339K
IA
536
Insight Advisors
Pennsylvania
$338K
JFGLC
537
Johnson Financial Group LLC (Colorado)
Colorado
$336K
DIM
538
Delta Investment Management
California
$331K
HI
539
Harbour Investments
Wisconsin
$331K
GWS
540
Glassman Wealth Services
Virginia
$331K
SWA
541
Stratos Wealth Advisors
Ohio
$331K
TWM
542
Trueblood Wealth Management
Ohio
$330K
MFA
543
Mayflower Financial Advisors
Massachusetts
$327K
AIA
544
Ally Invest Advisors
North Carolina
$324K
KIA
545
KCM Investment Advisors
California
$323K
SFB
546
STAR Financial Bank
Indiana
$320K
BHBT
547
Burke & Herbert Bank & Trust
Virginia
$318K
BCA
548
Bay Colony Advisors
Massachusetts
$317K
MCM
549
MV Capital Management
Maryland
$317K
TCBWMS
550
Texas Capital Bank Wealth Management Services
Texas
$317K