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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 %
DWM
576
David Wealth Management
Virginia
$291K +$32.9K +362 +13%
HFA
577
High Falls Advisors
New York
$291K -$36.4K -400 -11%
SNBOSD
578
Security National Bank of So Dak
Iowa
$291K
MGIA
579
Matthew Goff Investment Advisor
Texas
$291K
FTC
580
Farmers Trust Company
Ohio
$288K -$23.3K -256 -7%
IC
581
IEQ Capital
California
$288K +$273 +3 +0.1%
MPWS
582
McCarter Private Wealth Services
Massachusetts
$287K +$287K +3,155 New
TNB
583
Thomasville National Bank
Georgia
$285K -$36.9K -406 -11%
MAM
584
MMA Asset Management
Pennsylvania
$283K
NW
585
NewEdge Wealth
Pennsylvania
$282K +$11.6K +126 +4%
NS
586
NBC Securities
Alabama
$282K
ACI
587
Alpha Cubed Investments
California
$278K +$278K +3,054 New
CCA
588
Clearwater Capital Advisors
Illinois
$276K
IFWM
589
Institute for Wealth Management
Colorado
$276K
FMWA
590
Forvis Mazars Wealth Advisors
Missouri
$276K
B
591
Bailard
California
$273K -$6.28K -69 -2%
CWM
592
Connecticut Wealth Management
Connecticut
$273K
WHG
593
Westwood Holdings Group
Texas
$272K
SC
594
Sapient Capital
Indiana
$272K
EA
595
Eclectic Associates
California
$270K
DWM
596
Dakota Wealth Management
Florida
$270K
M
597
MOTCO
Texas
$268K
SFG
598
Sage Financial Group
Pennsylvania
$268K
HF
599
HRT Financial
New York
$268K +$268K +2,949 New
BAAM
600
Baker Avenue Asset Management
California
$268K -$4.82K -53 -2%