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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 %
PFBT
551
Parkside Financial Bank & Trust
Missouri
$314K – – –
WAP
552
Wealthcare Advisory Partners
Pennsylvania
$313K -$58.5K -643 -16%
AWA
553
ARQ Wealth Advisors
Arizona
$312K – – –
MMA
554
Miracle Mile Advisors
California
$312K +$312K +3,431 New
SCA
555
Sandy Cove Advisors
Massachusetts
$312K +$273 +3 +0.1%
WLPWM
556
Walled Lake Planning & Wealth Management
Illinois
$312K -$3.28K -36 -1%
SHWM
557
Smith & Howard Wealth Management
Georgia
$311K +$364 +4 +0.1%
AAS
558
Annex Advisory Services
Wisconsin
$311K -$12.7K -140 -4%
NIM
559
Northeast Investment Management
Massachusetts
$310K – – –
AA
560
Ancora Advisors
Ohio
$309K – – –
BOJHT
561
Bank of Jackson Hole Trust
Wyoming
$308K +$100K +1,100 +48%
AT
562
American Trust
Kentucky
$308K +$308K +3,390 New
WCP
563
Wick Capital Partners
Pennsylvania
$308K +$266K +21,784 +644%
BWA
564
BlueChip Wealth Advisors
Georgia
$305K – – –
DC
565
Davenport & Co
Virginia
$304K -$9.19K -101 -3%
DC
566
Destiny Capital
Colorado
$303K +$19.1K +210 +7%
IIL
567
Insight Inv LLC
California
$301K -$5.1K -56 -2%
PCS
568
Personal CFO Solutions
New Jersey
$300K +$364 +4 +0.1%
FIA
569
Foundations Investment Advisors
Arizona
$299K +$48.2K +530 +19%
CPW
570
Cove Private Wealth
New York
$299K – – –
CFA
571
Cahill Financial Advisors
Minnesota
$298K +$91 +1 +0%
CWM
572
Cornerstone Wealth Management
Missouri
$297K -$364 -4 -0.1%
PA
573
Probity Advisors
Texas
$297K -$25.8K -284 -8%
DWM
574
Diversify Wealth Management
Utah
$294K – – –
KWA
575
Kingswood Wealth Advisors
California
$293K – – –
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23
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