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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
KWA
576
Kingswood Wealth Advisors
California
$293K
SB
577
Strategic Blueprint
Georgia
$292K
DWM
578
David Wealth Management
Virginia
$291K
HFA
579
High Falls Advisors
New York
$291K
SNBOSD
580
Security National Bank of So Dak
Iowa
$291K
MGIA
581
Matthew Goff Investment Advisor
Texas
$291K
FTC
582
Farmers Trust Company
Ohio
$288K
IC
583
IEQ Capital
California
$288K
MPWS
584
McCarter Private Wealth Services
Massachusetts
$287K
TNB
585
Thomasville National Bank
Georgia
$285K
MAM
586
MMA Asset Management
Pennsylvania
$283K
NW
587
NewEdge Wealth
Pennsylvania
$282K
NS
588
NBC Securities
Alabama
$282K
ACI
589
Alpha Cubed Investments
California
$278K
CCA
590
Clearwater Capital Advisors
Illinois
$276K
IFWM
591
Institute for Wealth Management
Colorado
$276K
FMWA
592
Forvis Mazars Wealth Advisors
Missouri
$276K
B
593
Bailard
California
$273K
CWM
594
Connecticut Wealth Management
Connecticut
$273K
WHG
595
Westwood Holdings Group
Texas
$272K
SC
596
Sapient Capital
Indiana
$272K
EA
597
Eclectic Associates
California
$270K
DWM
598
Dakota Wealth Management
Florida
$270K
M
599
MOTCO
Texas
$268K
SFG
600
Sage Financial Group
Pennsylvania
$268K