IJK icon

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
FWP
551
FAS Wealth Partners
Kansas
$314K
PFBT
552
Parkside Financial Bank & Trust
Missouri
$314K
WAP
553
Wealthcare Advisory Partners
Pennsylvania
$313K
AWA
554
ARQ Wealth Advisors
Arizona
$312K
MMA
555
Miracle Mile Advisors
California
$312K
SCA
556
Sandy Cove Advisors
Massachusetts
$312K
WLPWM
557
Walled Lake Planning & Wealth Management
Illinois
$312K
SHWM
558
Smith & Howard Wealth Management
Georgia
$311K
AAS
559
Annex Advisory Services
Wisconsin
$311K
NIM
560
Northeast Investment Management
Massachusetts
$310K
AA
561
Ancora Advisors
Ohio
$309K
BOJHT
562
Bank of Jackson Hole Trust
Wyoming
$308K
AT
563
American Trust
Kentucky
$308K
WCP
564
Wick Capital Partners
Pennsylvania
$308K
BWA
565
BlueChip Wealth Advisors
Georgia
$305K
DC
566
Davenport & Co
Virginia
$304K
DC
567
Destiny Capital
Colorado
$303K
IIL
568
Insight Inv LLC
California
$301K
PCS
569
Personal CFO Solutions
New Jersey
$300K
FIA
570
Foundations Investment Advisors
Arizona
$299K
CPW
571
Cove Private Wealth
New York
$299K
CFA
572
Cahill Financial Advisors
Minnesota
$298K
CWM
573
Cornerstone Wealth Management
Missouri
$297K
PA
574
Probity Advisors
Texas
$297K
DWM
575
Diversify Wealth Management
Utah
$294K