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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 %
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$313K -$58.5K -643 -16%
AWA
552
ARQ Wealth Advisors
Arizona
$312K
MMA
553
Miracle Mile Advisors
California
$312K +$312K +3,431 New
SCA
554
Sandy Cove Advisors
Massachusetts
$312K +$273 +3 +0.1%
WLPWM
555
Walled Lake Planning & Wealth Management
Illinois
$312K -$3.28K -36 -1%
SHWM
556
Smith & Howard Wealth Management
Georgia
$311K +$364 +4 +0.1%
AAS
557
Annex Advisory Services
Wisconsin
$311K -$12.7K -140 -4%
NIM
558
Northeast Investment Management
Massachusetts
$310K
AA
559
Ancora Advisors
Ohio
$309K
BOJHT
560
Bank of Jackson Hole Trust
Wyoming
$308K +$100K +1,100 +48%
AT
561
American Trust
Kentucky
$308K +$308K +3,390 New
WCP
562
Wick Capital Partners
Pennsylvania
$308K +$266K +21,784 +644%
BWA
563
BlueChip Wealth Advisors
Georgia
$305K
DC
564
Davenport & Co
Virginia
$304K -$9.19K -101 -3%
DC
565
Destiny Capital
Colorado
$303K +$19.1K +210 +7%
IIL
566
Insight Inv LLC
California
$301K -$5.1K -56 -2%
PCS
567
Personal CFO Solutions
New Jersey
$300K +$364 +4 +0.1%
FIA
568
Foundations Investment Advisors
Arizona
$299K +$48.2K +530 +19%
CPW
569
Cove Private Wealth
New York
$299K
CFA
570
Cahill Financial Advisors
Minnesota
$298K +$91 +1 +0%
CWM
571
Cornerstone Wealth Management
Missouri
$297K -$364 -4 -0.1%
PA
572
Probity Advisors
Texas
$297K -$25.8K -284 -8%
DWM
573
Diversify Wealth Management
Utah
$294K
KWA
574
Kingswood Wealth Advisors
California
$293K
SB
575
Strategic Blueprint
Georgia
$292K +$43.1K +474 +17%